Deal Intelligence
Parses dedicated inbox emails, classifies attachments, and routes each deal to the correct folder in real time, eliminating manual file management.
Overview
The Deal Ingestion Pipeline automatically reads all inbound deal emails, extracts key documents, classifies them, and organizes them into deal folders. No manual file management.
What Deal Ingestion Pipeline Solves
Deal emails land in a inbox. Analysts manually copy PDFs, rename them, and file them into deal folders. 10 hours per week on file organization that should be automatic. Deal Ingestion Pipeline reads every email, extracts all attachments, auto-names them (Rent Roll, Appraisal, etc), and files them to the correct deal folder. Files are organized instantly.
How It Works
Deal emails are intercepted and parsed. Attachments are auto-classified, renamed, and filed to the correct deal folder in real time.
Email Parsing & Deal Identification
The agent reads incoming deal emails and extracts the deal ID or property details to identify which deal folder to use.
Attachment Classification & Auto-Naming
All attachments are extracted and classified: rent rolls, appraisals, financials, title docs, etc. Names are standardized.
Deal Folder Organization & Syncing
Classified files are automatically placed in the correct deal folder. Folder structure stays clean and organized.