*Gap samples / Gap 2 - Referrals and deals* # Register a referral or deal from an email, Slack, or any webpage (DealFlow AI) You finish this page with a referral or deal registration submitted without filling in a form, waiting in your partner's approval queue with you attached as the partner. DealFlow AI reads what you already wrote and builds the registration from it. The second half of the page is for admins: how submissions arrive and what to check. **Gap:** 2 of 13 · **Reader:** Partners, then admins · **You need:** An email thread, a Slack message, or a webpage about the lead ## Why this page needs to exist eulerhq.com presents DealFlow AI as registration without the form, and its FAQ answers "Can partners register a deal by email?" with yes. But no help center article carries the DealFlow name. A partner who hears about it in an onboarding call and searches the help center finds nothing. The pieces exist in four places that never mention each other: - [Forms 2.0](https://support.eulerapp.com/en/c/core-euler-features/customization-content/forms-2-0) mentions an **AI Email Parse** form type, "used for Euler's email-based referral parsing", one per account. - [Inbound Referral Management](https://support.eulerapp.com/en/c/security-access/referral-management/inbound-referral-management) recommends the **Chrome Extension** for referrals that start in email. - The [customer](https://support.eulerapp.com/en/c/integrations/slack/euler-slack-app-customer-guide) and [partner](https://support.eulerapp.com/en/c/partner-journey/tools-and-agreements/euler-slack-app-partner-guide) Slack guides cover Slack referral creation for customers and partners. - [Submitting a Referral or Registering a Deal](https://support.eulerapp.com/en/c/partner-journey/referrals-and-deals/submitting-a-referral-or-registering-a-deal) covers the portal form only. --- *Sample documentation starts here* ## Pick your method | The lead arrived in | Use | You review the details before submitting? | | --- | --- | --- | | An email thread | Method 1: forward it, or CC EULER | No. Your partner's team reviews it. **[VALIDATE]** | | A Slack conversation | Method 2: Send referral with AI, or /referral | Yes, in a pre-filled form | | A webpage (LinkedIn, a company site) | Method 3: the browser extension | **[VALIDATE]** | | Your head | Method 4: tell PAM | Yes, PAM confirms before submitting | ## Before you start - Your partner gave you the address to forward to. **[VALIDATE ADDRESS FORMAT]** - For Slack: you have installed **Euler for Partners** from **Partner Portal > Settings > Slack**, or you share a Slack Connect channel your partner has mapped to you. In a mapped Slack Connect channel you do not need to install anything. - You have the lead's correct email address. EULER uses it to check whether the lead is already in your partner's CRM. ## What can go wrong - A typo in the lead's email is the usual cause of a false duplicate, and of a missed real one. - A thread with no named contact and no stated need gives DealFlow nothing to extract, and the reviewer nothing to approve. - Nothing is approved automatically. Until your partner's team decides, the submission is **pending**. ## Method 1: forward an email 1. **Choose the thread that shows intent** Use the thread where the prospect asks for something: a demo, pricing, an introduction. No format is required, but the thread **shall** name the contact and their company. **Check:** someone who has never seen the thread could name the company, the person and what they want. 2. **Forward it, or CC EULER on the thread** Forward the thread to your partner's EULER address, or CC that address on your reply. You **should** add one line at the top with what the thread does not say: rough size, timing, and whether you are handing the lead over (referral) or working it yourself (deal registration). **Check:** the email went to the address your partner gave you, not to a person. 3. **Confirm it arrived** EULER does not send a confirmation email for submissions. Check your portal, or ask PAM: "show my pending referrals" (see [Tracking Your Referrals and Deals](https://support.eulerapp.com/en/c/partner-journey/referrals-and-deals/tracking-your-referrals-and-deals)). **Check:** the referral or registration appears as pending, with your company as the partner. **EXAMPLE - FORWARDED INTRO** ``` To: [your partner's EULER address] Subject: Fwd: Intro - Northwind Freight Context: deal registration, I'm working this one. About 40 seats, they want to decide this quarter. ---------- Forwarded message ---------- From: Dana Reyes Subject: Re: Intro Thanks for the intro. Our ops team would like a demo next Tuesday. Procurement will join. ``` Northwind Freight is a fictional company. The .example domain is reserved for documentation. ## Method 2: from Slack 1. **Start from the message, or from scratch** In your own workspace, use the **Send referral with AI** shortcut on the message about the lead. With no message to start from, type `/referral`. **[VALIDATE WHERE THE SHORTCUT APPEARS]** **Check:** a referral form opens in Slack. 2. **Review what was extracted** The form opens with name, email, company and other fields filled from the message. Every field is editable. You **shall** check the email address before submitting. **Check:** the email matches the lead's real address, and the company name is the one the customer uses. 3. **Submit** The Slack message updates by itself when your partner approves or rejects it. **Check:** the message shows the pending status. ## Method 3: from a webpage With the browser extension installed, open it on the prospect's page (a LinkedIn profile, a company site) and submit from there. **[VALIDATE INSTALL LINK AND STEPS]** ## Method 4: tell PAM Describe the lead to PAM the way you would tell a colleague. PAM extracts the company, contact, role and context, shows you the referral, and asks you to confirm before submitting. ## What wrong looks like **WRONG - SLACK MESSAGE SENT FOR EXTRACTION** ``` big logistics co is interested, talk to Dana, soon Why it fails: no company name, no email, no role, no ask. DealFlow has nothing to extract, the duplicate check has no email to match, and the reviewer has nothing to approve. Name the company, the person with their email and role, what they asked for, and when. ``` ## For admins: what arrives, and what to check - **Everything lands as pending** in your approvals, from every method. DealFlow creates registrations. It cannot approve them. - **The partner is attached at creation**, so attribution does not depend on a rep remembering to tag it. - **Duplicates are flagged at intake** against your CRM, matched on email. Resolve them the same way as any other submission: see [Referral statuses](09-statuses.md). - **Email intake uses the AI Email Parse form type.** Only one is allowed per account, and its questions decide what reaches your CRM. **[VALIDATE: IS IT REQUIRED FOR EMAIL INTAKE]** - **Your team can create referrals from Slack too:** on a partner's message, choose **Create Referral from Message**, pick the partner, review, and submit. ## Confirm with engineering 1. Each customer gets one DealFlow address in the format [format], shown at [location]. Correct me. 2. Email intake requires an active AI Email Parse form. Yes / no / correct me. 3. A forwarded email is submitted as soon as it is parsed, with no review step for the partner. Yes / no / correct me. 4. DealFlow decides between referral and deal registration from [rule]. Correct me. 5. When an email cannot be parsed, the sender is told by [channel]. Correct me. 6. The browser extension is the same as the "Euler Chrome Extension" in Inbound Referral Management. Yes / no / correct me. ### Related documentation - [Submitting a Referral or Registering a Deal](https://support.eulerapp.com/en/c/partner-journey/referrals-and-deals/submitting-a-referral-or-registering-a-deal) - [Tracking Your Referrals and Deals](https://support.eulerapp.com/en/c/partner-journey/referrals-and-deals/tracking-your-referrals-and-deals) - [Euler Slack Apps: Product Guide](https://support.eulerapp.com/en/c/integrations/slack/euler-slack-apps-product-guide) - [Euler Slack App: Partner Guide](https://support.eulerapp.com/en/c/partner-journey/tools-and-agreements/euler-slack-app-partner-guide) and [Customer Guide](https://support.eulerapp.com/en/c/integrations/slack/euler-slack-app-customer-guide) - [Inbound Referral Management](https://support.eulerapp.com/en/c/security-access/referral-management/inbound-referral-management) - [How to Use PAM in the Partner Portal](https://support.eulerapp.com/en/c/partner-journey/getting-started/how-to-use-pam-in-the-partner-portal) - [Referral Approval](https://support.eulerapp.com/en/c/security-access/referral-management/referral-approval) - [DealFlow AI on eulerhq.com](https://eulerhq.com/ai-agents/dealflow-ai) ### Sources for this page - eulerhq.com/ai-agents/dealflow-ai and its FAQ: forward or CC, no format required, Slack actions and /referral, browser extension, pending until approved, Slack message updates, email used for duplicate matching, registrations can expire. - Euler Slack Apps Product Guide: Euler for Partners install path, Slack Connect mapping. - Forms 2.0: AI Email Parse form type. Inbound Referral Management: Chrome Extension. Submitting a Referral: no confirmation email. ### Next - Gap 8: [Referral statuses](09-statuses.md). What pending, duplicate found and the rest mean. - Gap 1: [Admin quickstart](02-quickstart.md). Where this fits in a new program. --- *Independent writing sample by Bachtiar Widyantoro (bachwidy.site), November 2026. Not published or endorsed by EULER. Free to reuse and edit. Customer names in examples are fictional. Anything marked [VALIDATE ...] or [CONFIRM ...] is not settled by a public source and needs checking before publishing.*