AI-powered smart tags, part of Intapp Assist for DealCloud, analyzes emails, meeting notes, and DealCloud entry fields, then suggests relevant companies and contacts to tag within DealCloud — saving time and improving tagging accuracy.
Intapp Assist for DealCloud: Smart tags
Save time and get deep, data-driven insights with AI-powered smart tags
Help your professionals work faster and smarter
Fast-track data entry
Free your teams to focus on strategic work by eliminating the need to manually identify tags.
Improve activity reporting
Make smarter decisions with rich, accurate reporting and insights for user activity and relationships.
Enhance data organization
Use AI-powered tags to categorize information so it’s easy to find when you need it.
How smart tags work
Smart tags can be used within DealCloud, Microsoft Outlook and Gmail.
View suggested tags
Company and contact tags related to your content automatically populate in a side panel as you move from field to field.
Select tags
As you select suggested tags, they appear in the Tags section of the page.
Sync tags
You can sync tags added in Outlook or Gmail to DealCloud without switching applications.
Smart tags use cases
Generate suggested tags
Use AI to analyze emails, meeting notes, and other interactions, then suggest relevant companies and contacts to tag in DealCloud.
Add tags for Outlook and Gmail content
Add suggested tags for companies and contacts referenced in meeting notes sent via Outlook or Gmail.
Identify known companies
Identify which companies are already in DealCloud and known to your firm with tags in emails that reference target firms and clients.
Minimize manual work
Reduce manual data entry by adding suggested tags while creating new company or contact records.
Benefits for every team
Business development
Stay on top of key relationships with the latest activity for
prospective opportunities.
Deal teams
Always have access to to complete and accurate deal status
updates.
Advisors
Keep current with the latest client activity and progress.
Investor relations professionals
Get the latest updates on fundraising opportunities and investor communications.
See smart tags in action.
Learn more about Intapp Assist for DealCloud
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