Data Room Portal
Startup Data Room Portal with Access Levels and View Tracking. Share fundraising documents by access level, see which investors read what, and answer diligence questions in one place. Free to clone.
Data Room Portal is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 4 automations that run on their own.
Category: Portals
This Taskade Genesis app includes 6 projects, 1 AI agent, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Data Room Desk. Its automations include Friday stalled diligence, Daily momentum 6PM and Access requested email.
by @john
What you can do with Data Room Portal
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Data Room Portal works
- Friday stalled diligence: when Every Friday at 4 PM, then Email me stalled diligence.
- Daily momentum 6PM: when Every day at 6 PM, then Email me today's momentum.
- Access requested email: when an investor requests access, then Email me the request.
Built with Taskade Genesis
- Category: Portals
- AI agents: Data Room Desk
- Automations: Friday stalled diligence, Daily momentum 6PM, Access requested email
- Workspace: 6 projects, 1 AI agent, 4 automations