Update deal when email with PDF bank statement arrives

You get emails with bank statement PDFs left untagged, leaving deals under‑documented and slowing approvals. It flags deals as statement-received so reps and billing act the same day.

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Overview

When bank-statement PDFs sit untagged in inboxes, reps and billing waste time hunting attachments and verifying status. This flow automatically marks the right deal when a PDF arrives, so teams see verified documents and move deals forward the same day.