Use Cases

Workflows built for deal momentum

Designed for founders and revenue teams that need immediate engagement visibility and fast, coordinated follow-ups.

Investor Awareness

Never miss the moment an investor engages with your deck. Convert viewing signals into timely follow-up actions.

Teams: Founders and fundraising teams

What you’ll see: Deck open/revisit/download events

Why it matters: Faster investor follow-up response time

Engagement Visibility

Separate real prospects from noise by tracking views, downloads, and revisits across documents and datarooms.

Teams: Sales ops and deal teams

What you’ll see: Repeated view/download activity

Why it matters: Higher conversion on high-intent accounts

Team Awareness

Keep your sales team in the loop instantly when prospects open proposals or enter datarooms.

Teams: Revenue and account teams

What you’ll see: Proposal/dataroom access events

Why it matters: Shorter internal handoff and response cycles

Timely Follow-Ups

Follow up when interest is highest by triggering workflows from document views and downloads.

Teams: Outbound and closing reps

What you’ll see: High-intent engagement event triggers

Why it matters: Improved follow-up timing and reply rate

Deal Visibility

Understand how buyers explore your deal across datarooms and document interactions before every conversation.

Teams: Dataroom and transaction teams

What you’ll see: Buyer behavior across dataroom/file tree

Why it matters: Higher quality deal conversations

Test the workflow in the live demo and connect real-time events to your internal follow-up motion.