> ## Documentation Index > Fetch the complete documentation index at: https://docs.mercora.io/llms.txt > Use this file to discover all available pages before exploring further. # Deal capture > Turn deal recaps from email, WhatsApp, Teams or the Copilot into Inbox items you review, then create the contract. A **recap** is the short message confirming an agreed deal: parties, product, quantity, price, delivery. Deal Capture reads recaps wherever they arrive and puts each deal in the Inbox. Nothing enters your book until you review it and click **Create contract**. > [!NOTE] > > Available when the **Deal Capture** module is turned on for your workspace. Ask your workspace admin. ## Where deals come from * **Email**: recaps and contracts sent or forwarded to your workspace's email inbox. See [Email ingestion](https://docs.mercora.io/documents/email-ingestion.md). * **Copilot on Home**: paste a recap, optionally after **/trade**. * **WhatsApp**: forward a recap to Mercora and reply yes when it asks to create a deal. * **Microsoft Teams**: paste or forward a recap to Mercora, or post it in a channel an admin set to **Deal capture**. The same recap sent twice becomes one item. The Copilot captures message text only: for a recap inside a PDF, [upload the file](https://docs.mercora.io/documents/uploading.md). Freight quotes and futures fills go to [Freight rates](https://docs.mercora.io/workflows/freight-rates.md) and [Hedging](https://docs.mercora.io/workflows/hedging.md) instead. For example, on **Home**: ```text theme={"system"} /trade Recap: Veltana Commodities SA sells to Meridian Foodstuffs 27 MT white refined sugar ICUMSA 45, USD 565/MT CIF Singapore, payment by L/C at sight. ``` ## Review a captured deal **1. Open the item in the Inbox** The card shows the source message next to the extracted terms. **2. Check the parties** Mercora works out the buyer, the seller and which side is your company, and flags your side when it guessed it from who wrote the message. **3. Correct the fields** Fix anything under **Extracted fields**. For the recap above, check 27 MT, USD 565/MT, CIF Singapore and L/C at sight. A correction sent with your WhatsApp yes isn't applied: make it here. **4. Create the contract** Click **Create contract**. The line beside the button says exactly what it creates: a [contract](https://docs.mercora.io/records/contracts.md) (with the Trades module on, wrapped in a new deal by default), or, without the Contracts module, a new [trade](https://docs.mercora.io/trades/overview.md). Or click **Dismiss** to drop the deal. ## Push the deal to your CTRM If your workspace is connected to Agiblocks, a CTRM (commodity trading and risk management system), **Create contract** also creates the contract there. Buttons name it by its vendor, Agiboo. This needs **External systems sync** with **Deal Capture sync** on, and the **External sync** permission under Deal Capture. Mercora checks in advance, without writing anything, what Agiblocks needs. The card flags missing fields under **Blocked by:**, the counterparty it will select, and any similar contracts already there. Then: * **Create contract** creates it in Agiblocks, then in Mercora. If Agiblocks needs anything more, nothing is created anywhere and the card says why. * **Skip Agiboo** records it in Mercora only; push it later with **Sync to Agiboo**. * **Already in Agiboo? Link it instead** links a contract someone keyed in by hand, after checking it can be this deal. * For a possible duplicate, choose **This is the one** or **Not a duplicate**. The push takes about a minute; the item waits under **Syncing to Agiboo**, and returns to **Needs you** with the reason if it fails. See [External systems](https://docs.mercora.io/integrations/external-systems.md). ## Permissions Your role needs **Deal Capture** (edit) to capture and create deals. This is separate from access to the Contracts book. If the module is turned off, items already in the Inbox stay available to finish. See [Roles and permissions](https://docs.mercora.io/concepts/roles-and-permissions.md). ## Next steps * [Contracts](https://docs.mercora.io/records/contracts.md): find the contract you created and pair it into a deal. * [Walkthrough](https://docs.mercora.io/getting-started/walkthrough.md): see Veltana's sugar trade end to end. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.