> ## Documentation Index
> Fetch the complete documentation index at: https://docs.apers.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Working Inside a Deal

> Learn about the main actions you can take inside a deal

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.

<Steps>
  <Step title="Click Start Chat">
    Click the **Start Chat** button inside your deal.
  </Step>

  <Step title="A new sub-chat opens">
    Apers creates a sub-chat that can access all files in the Data Room.
  </Step>

  <Step title="Start working">
    Begin your analysis, research, or modeling.
  </Step>
</Steps>

<Info>
  The sub-chat automatically has access to any Playbooks attached to the deal and all files in the Data Room.
</Info>

## Run Workflow

Runs an automated workflow on your deal.

<Steps>
  <Step title="Click Run Workflow">
    Click the **Run Workflow** button.
  </Step>

  <Step title="Select a workflow">
    A pop-up window appears. Choose from workflows you've created on your Workflow page.
  </Step>

  <Step title="Execute">
    Apers runs the workflow steps automatically.
  </Step>
</Steps>

<Info>
  Learn more about creating workflows in the Workflows documentation.
</Info>

## Run Playbook

Attaches a Playbook to your deal.

<Steps>
  <Step title="Click Run Playbook">
    Click the **Run Playbook** button.
  </Step>

  <Step title="Select a playbook">
    Choose from your existing Playbooks.
  </Step>

  <Step title="Playbook is attached">
    The Playbook is now active for this deal.
  </Step>
</Steps>

Once attached, all sub-chats (existing and new) will use the investment strategy in the Playbook as background information.

<Info>
  Learn more about how Playbooks work with deals in the Attaching Playbooks documentation.
</Info>
