Inbox

Sets the deal + type with no Claude call, so you can File it (to the deal folder) and then send it to a workstream. With more than one deal, a copy is filed into each deal's folder.

Gives every listed document the same deal and type with no Claude call — and one period for all, or each document's own period read from its file name (a document whose name states no period is skipped and named). Each keeps its own filename. With more than one deal, every document gets a copy in each deal. Anything already filed is skipped and reported.

Saves the email body as a PDF in the deal's COMMUNICATION folder — no Claude call. With more than one deal, a copy goes into each deal's COMMUNICATION folder. Use this for an email whose content is the document (a sponsor update typed in the body, wire instructions), or one with no attachments at all.

Attaches the analyzed document(s) on this card. Recipients are limited to people in the org directory.