What Can You Do With This Automation?
Manage due diligence like a pro with organized documents, tracked requests, and automated updates.
Document Organization: Structured folders for financials, legal, team, etc.
Request Tracking: Log and track every DD request
Access Management: Control who sees what documents
Status Updates: Automatically notify investors when docs are ready
Completion Tracking: Monitor DD progress by investor
Automation Flow
| Trigger | Actions |
|---|---|
| DD request received | Create task, categorize, assign to team |
| Document uploaded | Notify requesting investor, update status |
| Access granted | Send secure link, log access event |
| All docs complete | Notify investor, generate completion summary |
| Weekly schedule | Send DD progress report to founders |
How To Use This Automation
Go to the "Automations" tab in your workspace.
Click ➕Add automation ➡ choose this template
Set up your document folder structure
Configure access permissions
Enable the toggle to activate