Send partner intros automatically for new deal submissions
Send partner intros automatically for new deal submissions
Deal submissions missing a deck leave partners without context and stall intros. Attach the deck, notify matched partners, and log outreach so follow-ups happen same day.
Overview
Unattached deal submissions slow down partner introductions and waste BD bandwidth. This flow attaches the submitted deck, routes to the right partner, and sends timed intros while logging outreach so partnerships managers can act with context and follow up the same day.