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Inside a deal, you have three main action buttons: Start Chat, Run Workflow, and Run Playbook.

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Start Chat

Creates a new sub-chat within the deal.
1

Click Start Chat

Click the Start Chat button inside your deal.
2

A new sub-chat opens

Apers creates a sub-chat that can access all files in the Data Room.
3

Start working

Begin your analysis, research, or modeling.
The sub-chat automatically has access to any Playbooks attached to the deal and all files in the Data Room.

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Run Workflow

Runs an automated workflow on your deal.
1

Click Run Workflow

Click the Run Workflow button.
2

Select a workflow

A pop-up window appears. Choose from workflows you’ve created on your Workflow page.
3

Execute

Apers runs the workflow steps automatically.
Learn more about creating workflows in the Workflows documentation.

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Run Playbook

Attaches a Playbook to your deal and evaluates the deal against it.
1

Click Run Playbook

Click the Run Playbook button.
2

Select a playbook

Choose from your existing Playbooks and click Run Analysis.
3

Playbook is attached

The Playbook is now active for this deal, and Apers starts a new chat that scores the deal against your criteria and recommends Pass, Dive Deeper, or Invest.
A deal has one Playbook at a time; running a different one replaces it for everyone on the deal. Once attached, all sub-chats (existing and new) will use the investment strategy in the Playbook as background information.
Learn more about how Playbooks work with deals in the Attaching Playbooks documentation.
Last modified on October 30, 2026