Working Inside a Deal - Apers Documentation

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

Start Chat

Creates a new sub-chat within the deal.

Click Start Chat

Click the Start Chat button inside your deal.

A new sub-chat opens

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

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.

Runs an automated workflow on your deal.

Click Run Workflow

Click the Run Workflow button.

Select a workflow

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

Execute

Apers runs the workflow steps automatically.

Learn more about creating workflows in the Workflows documentation.

Attaches a Playbook to your deal.

Click Run Playbook

Click the Run Playbook button.

Select a playbook

Choose from your existing Playbooks.

Playbook is attached

The Playbook is now active for this 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.