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Community Member
Hi,  I see that my task includes new deals.  would love to update and the info is available in a PDF on a June update.  The document is now on the platform and I would love to have the Ai bot scan and upload to deals.  

Also, I can do the same with Multiple LP lists of existing and prospect LP's. 

Want to do the as efficiently as possible.

Just trying to release the info and let the bots do their work in reviewing and placing data in the right place.

THANKS
3 replies
Community Member
Decile Base AI

Hey! Great goal, and Hub has a few tools that can help you work efficiently here.

For the PDF with new deals:
- You can use the email ingestion tool by emailing the PDF directly into Hub, and the AI will automatically extract deal info and rate it against your thesis.
- Alternatively, upload the PDF as a file attachment to a deal and use the AI Deal Memo feature to have it scan the document and populate the memo fields.
- Check out the Deals User Guide which covers all 5 ways to add deals, including email ingestion (timestamp 04:02) and bulk upload (05:39).

For LP lists (existing and prospects):
- The bulk CSV import tool is your best bet here. If email or first/last name fields match existing records, Hub will update them rather than create duplicates.
- You can also use the Chrome extension to pull in LP prospects from LinkedIn efficiently.

Quick tips:
- The AI auto-rating on email ingestion will score and sort deals for you automatically.
- For LP data, export your current list, enhance it, then re-import via CSV to update existing records.

Would you like more detail on any of these steps? Happy to help you get the workflow dialed in!

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Community Member
Hi @Hugh ODonnell , thanks for raising this! I've logged it as a feature request. Unfortunately, this isn't something we support yet. For now, the fastest way to get these in is our data importer. Please drop the companies into a CSV and upload it there.

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