Step 1 · Select Deal
Choose a closed-won deal from Zoho CRM, confirm the partner, and
upload the signed SOW to begin processing.
Loading deals from Zoho…
Extracting SOW text…
✅ SOW text extracted — ready to process
Analyzing SOW with Ched…
Step 2 · Commission Info
Confirm commission and service details for this deal.
Step 3 · Review & Confirm
Review the extracted and calculated details. Everything here is
editable before processing.
Processing…
Running downstream automations…