Automation library · CRM

Deal Room - AI-Powered M&A Due Diligence Accelerator

Started by another system calling it, and works across Gmail and Google Sheets. It hands the judgement calls to OpenAI. 31 steps: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAI

Download free
31 stepsLarge: read it before trusting it with anything live
0Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Model 12Logic 9Service 9

The steps in the order they run, from what starts it.

  1. 1Deal Room WebhookWebhookStarts it
  2. 2OpenAI FinancialLm Chat Open AiModel
  3. 3OpenAI NewsLm Chat Open AiModel
  4. 4OpenAI LegalLm Chat Open AiModel
  5. 5OpenAI MarketLm Chat Open AiModel
  6. 6OpenAI LeadershipLm Chat Open AiModel
  7. 7OpenAI SynthesizerLm Chat Open AiModel
  8. 8Set ConfigSetLogic
  9. 9Financial AgentAgentModel
  10. 10News AgentAgentModel
  11. 11Legal AgentAgentModel
  12. 12Market AgentAgentModel
  13. 13Leadership AgentAgentModel
  14. 14Synthesizer AgentAgentModel
  15. 15Fetch Company OverviewHttp RequestService
  16. 16Fetch Income StatementHttp RequestService
  17. 17Fetch Balance SheetHttp RequestService
  18. 18Search NewsHttp RequestService
  19. 19Search LegalHttp RequestService
  20. 20Search Market PositionHttp RequestService
  21. 21Search LeadershipHttp RequestService
  22. 22Merge Financial + NewsMergeLogic
  23. 23Merge + LegalMergeLogic
  24. 24Merge + MarketMergeLogic
  25. 25Merge All AgentsMergeLogic
  26. 26Format MemoCodeLogic
  27. 27Merge FinancialsMergeLogic
  28. 28Merge Financials 2MergeLogic
  29. 29Append to Deal TrackerGoogle SheetsService
  30. 30Email Memo to AnalystGmailService
  31. 31Respond to WebhookSetLogic

How it's built

Starts on
Another system calling it
Steps
31
Size
Large: read it before trusting it with anything live
Connects to
Gmail, Google Sheets
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail and Google Sheets accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 31 steps it is large: read it before trusting it with anything live.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 31 steps before you point it at anything that matters.