Intapp DealCloud feature highlight: Automations
Accelerate, customize, and simplify your firm’s workflows with Intapp DealCloud’s automations feature.
With outcome or action-based triggers, the automations feature will automatically add data as needed, like creating a new deal record, updating a status, and sending notifications.
Improve your firm’s workflows, data quality, and deal outcomes while reducing administrative burden.
Create filter criteria that trigger an automation when users add, edit, or delete data.
Add a record, update data, or send notifications — all with automated triggers.
Activate the right workflows and automatically trigger additional relevant automations.
Automate your daily tasks and simplify deal flow management.
Save your teams time and effort by automating the creation of records, tasks, and notifications.
Easily track diligence, closing, or other deal-related checklists by automatically closing tasks once the applicable action has been completed.
Save hours of your professionals’ time by automating the data entry process.
Avoid human error during the data entry and review processes to improve data quality.
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For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.
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