Automation Workflows
Inbound Deal Processing
Trigger: Email with Pitch Deck
Last run: 10m ago
Trigger
New Email Attachment
AI Action
Analyze Deck & Score
AI Action
Draft IC Brief
Notification
Slack #deal-flow
Quarterly LP Updates
Trigger: Date (1st of Quarter)
Next run: Apr 1
Trigger
Quarterly Schedule
AI Action
Summarize PortCo Updates
Action
Draft Email Campaign