Ideals

Overview

Run your Ideals data room from ChatGPT. Create projects, build project structures, upload files, manage users, search and summarise documents, track project activity, and more – all through natural conversation, no compromises on security, and without switching tools. The most popular use-cases: Project structure: "Create a folder structure for our Series B round with sections for Financials, Legal, and HR – then upload the latest investor deck" Document search & summaries: "Find all documents mentioning 'indemnification' across the project and summarize the key points from each" User & group management: "Invite jane.doe@idealsvdr.com as a viewer, add her to the Acme Due Diligence group, and remove access for the previous advisor" Activity & engagement tracking: "Show me the activity log for the past 7 days – who viewed documents, what they accessed, and when" Deal room housekeeping: "Find all empty folders in the project, list any recently deleted documents, and show me which files were uploaded this week"

Capabilities

Example Prompts

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Links