Guides
Get value on day one
Short, practical guides for setting up Deal Room and getting your team working from shared context.
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What changes
Before
Weeks of onboarding
With Deal RoomMinutes to a working Deal Room
Before
Big-bang rollout
With Deal RoomStart with one account
Before
All-or-nothing automation
With Deal RoomTurn on actions step by step
Guides
1Set up your first Deal Room
- Connect Slack or Teams, Jira, your CRM and email — read-only.
- Pick one strategic account with an active deal or project.
- Review the timeline and open items Deal Room found.
- Invite the account team.
2Choose what agents may do
- Start with drafts only.
- Allow internal updates (Jira comments, task creation).
- Require account-owner approval for anything customer-facing.
- Review the audit log after one week.
3Run a two-week pilot
- Pick three accounts across sales and implementation.
- Agree on what success looks like: blockers caught, commitments kept, time saved.
- Hold a 30-minute review each week.
- Decide on rollout with real evidence.
4Roll out to a team
- Add accounts gradually, highest value first.
- Share the Monday brief with leadership.
- Set approval policies per team.
- Collect feedback in a shared Deal Room.
How Deal Room helps
Quick setup
OAuth connections, read-only to start.
Safe defaults
Drafts first, approvals always on for external actions.
Measure it
See what was caught before expanding.
AI Agents
Agents on this workflow
Built to be trusted
Trust & securitySources on every answer
Every fact links back to the meeting, message or ticket it came from.
Humans approve what matters
Customer messages, CRM changes and access requests wait for approval.
Permissions you already have
People and agents only see what their tool permissions allow.
A full audit trail
Every agent action is logged with who approved it and why.