Agent workflows your funding team can run today.

Read a new funding inquiry email, check HubSpot for an existing contact or company, then create or update the contact and open a deal in the right pipeline stage.

Read a new funding-inquiry email from a Microsoft 365 mailbox and create a Salesforce Lead from the details it contains.

Pull the newest MCA lead from Salesforce, normalize its fields, and write the cleaned data back to the Lead.

Read a new inbound funding-inquiry email and create a Salesforce Lead from the details it contains.

Classify a broker-submitted deal email, dedupe against Salesforce, and route it by creating the right Lead or Task.

Scan Leads and Contacts for likely duplicates and missing fields, and produce a cleanup plan. Read-only.

Classify recent unread inbox emails (new deal, stips, payment, support) and create a routing Task for each.

Pull a merchant's linked bank data through Plaid, compute monthly deposits, NSFs, and existing debt payments, and produce an underwriting memo with a suggested advance size.

Exchange a Plaid Link public_token, confirm the bank account holder matches the applicant, and record the access_token and verification result for the deal.

Find deals stuck waiting on documents, check the merchant's recent texts so you don't repeat yourself, and send a short, friendly SMS nudge listing exactly what is still missing.

Email a merchant the outstanding stipulations needed to proceed and mark the deal as stips-requested.

Request the last few months of business bank statements from a merchant and log a follow-up Task.

Find deals with documents still outstanding and send each merchant a polite reminder, bumping the follow-up date.

Compile a one-page underwriting brief for a deal from its Salesforce data. Read-only.

Pull the approved deal and signer details from Salesforce, send the funding agreement from your DocuSign template, and log the envelope id back on the Opportunity.

Draft and send an approval offer email using operator-supplied terms, then advance the Opportunity stage.

Send a respectful decline email and update the Opportunity to Closed Lost with the reason.

Email the funding agreement terms to a merchant for signature and log an 'awaiting signature' Task.

Confirm a deal funded: notify the merchant and close the Opportunity as Won with the funded date.

Send a welcome and repayment-expectations email to a newly funded merchant and log the onboarding touch.

Reach out to merchants flagged with a missed or NSF payment and update their collections status.

Send an early, friendly past-due reminder to accounts just a few days behind, before escalation.

Find open deals with no recent activity and email each merchant to re-engage, refreshing the activity date.

Spot merchants eligible for a renewal and invite them to re-up, creating a renewal Opportunity.

Re-engage previously funded merchants who have gone quiet, and log the win-back attempt.

Send a post-funding satisfaction check-in to an active merchant and log the touch as a Task.

Keep top referral partners warm with a periodic personalized touch and log the activity.

Read a specific merchant email thread, draft a context-aware reply, send it, and log the activity.

Summarize yesterday's new leads, stage changes, and stalled deals from Salesforce and post a crisp morning digest to your team's Slack channel.

Pull deals funded since the last sync from Salesforce and append them as rows to the Google Sheet your finance team reconciles against, without duplicating rows.

Read this morning's deal-related emails, cross-reference Salesforce, and produce a prioritized ops digest. Read-only.

Same daily digest as the read-only version, but composed and emailed to the operator's inbox.

Summarize deals funded in the last 7 days — count, volume, and top sources. Read-only.

Forecast likely-to-fund deals from the open pipeline by stage and age, and flag at-risk deals. Read-only.