Data Rooms Workflows

The core Data Rooms workflows, in the order most teams use them.

Create a room and add documents

1. Open Data Rooms → Rooms and create a room for the manager, fund, or counterparty under review.
2. Upload documents, or pull them in from a connected source (see BYOD sources or ODD on Drive).
3. Set access and watermarking before sharing externally (see Reference → Access & watermarking).

Run diligence

The fastest path is the Run diligence action — it starts the diligence agent over the room's documents.

1. From the room, choose Run diligence.
2. The agent reads the documents and produces an agent run — its steps, extractions, and proposed outputs.
3. Review the run under AI Operations → Agent Runs. Anything that changes state waits in Approvals for your sign-off.

Ask questions (Q&A)

Use Q&A to interrogate a room conversationally.

1. Open Data Rooms → Q&A for the room.
2. Ask a question (e.g. "What is the manager's valuation policy for illiquid positions?").
3. Answers come back cited to the source documents so you can verify.

Compare documents

Use Compare Docs to diff two documents — successive drafts, or two managers' policies.

1. Open Data Rooms → Compare Docs.
2. Select the two documents.
3. Review the side-by-side differences.

Generate a report

1. Open Data Rooms → Reports.
2. Generate a diligence report or summary from the room's contents.
3. Export or share the result.

Diligence outputs are a starting point for human review, not a replacement for it. Every state-changing action routes through Approvals.