Deal Room Setup

What It Does

Automatically creates a shared workspace for each deal — with folders, documents, meeting notes, and a timeline — so everything related to a deal lives in one place.

How It Works

1. Trigger: A deal moves to "Qualified" or "Proposal" stage
2. Step 1: A new folder/page is created in Notion or Google Drive with the deal name
3. Step 2: Template documents are copied in — proposal template, meeting notes, requirements
4. Step 3: The deal room link is added to the CRM record
5. Step 4: Team members are notified and given access

Why It Matters

Deal-related documents scattered across emails, drives, and chat threads slow everyone down. A centralized deal room means your team finds what they need instantly.

Who Is This For?

• Sales teams managing complex, multi-stakeholder deals
• Agencies with detailed project scoping processes
• Anyone who wastes time searching for deal documents