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Update deal status from verification emails to ops

Update deal status from verification emails to ops

You receive verification messages in a shared inbox that require matching to deals, causing manual lookups and processing delays. Deals and files are updated and routed automatically within minutes.

Update deal status from verification emails to ops

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Overview

Verification forms in a shared inbox often force ops to hunt for the right deal and re-upload files. This flow extracts the reference, updates the deal record, stores the PDF in the deal folder, and posts the package to your ops channel so processors get context and can act within minutes.

Update deal status from verification emails to ops