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.
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.
Run Playbook
Attaches a Playbook to your deal.1
Click Run Playbook
Click the Run Playbook button.
2
Select a playbook
Choose from your existing Playbooks.
3
Playbook is attached
The Playbook is now active for this deal.
Learn more about how Playbooks work with deals in the Attaching Playbooks documentation.