# Deal Room - AI-Powered M&A Due Diligence Accelerator: n8n workflow

> Started by another system calling it, and works across Gmail and Google Sheets. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/deal-room-ai-powered-m-and-a-due-diligence-accelerator (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [CRM](https://millionrounds.com/workflows?category=CRM#library)

# 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.

Large Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fdeal-room-ai-powered-m-and-a-due-diligence-accelerator)

**31 steps** Large: read it before trusting it with anything live

**0** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Model 12 Logic 9 Service 9

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

- 1 **Deal Room Webhook** Webhook *Starts it*
- 2 **OpenAI Financial** Lm Chat Open Ai *Model*
- 3 **OpenAI News** Lm Chat Open Ai *Model*
- 4 **OpenAI Legal** Lm Chat Open Ai *Model*
- 5 **OpenAI Market** Lm Chat Open Ai *Model*
- 6 **OpenAI Leadership** Lm Chat Open Ai *Model*
- 7 **OpenAI Synthesizer** Lm Chat Open Ai *Model*
- 8 **Set Config** Set *Logic*
- 9 **Financial Agent** Agent *Model*
- 10 **News Agent** Agent *Model*
- 11 **Legal Agent** Agent *Model*
- 12 **Market Agent** Agent *Model*
- 13 **Leadership Agent** Agent *Model*
- 14 **Synthesizer Agent** Agent *Model*
- 15 **Fetch Company Overview** Http Request *Service*
- 16 **Fetch Income Statement** Http Request *Service*
- 17 **Fetch Balance Sheet** Http Request *Service*
- 18 **Search News** Http Request *Service*
- 19 **Search Legal** Http Request *Service*
- 20 **Search Market Position** Http Request *Service*
- 21 **Search Leadership** Http Request *Service*
- 22 **Merge Financial + News** Merge *Logic*
- 23 **Merge + Legal** Merge *Logic*
- 24 **Merge + Market** Merge *Logic*
- 25 **Merge All Agents** Merge *Logic*
- 26 **Format Memo** Code *Logic*
- 27 **Merge Financials** Merge *Logic*
- 28 **Merge Financials 2** Merge *Logic*
- 29 **Append to Deal Tracker** Google Sheets *Service*
- 30 **Email Memo to Analyst** Gmail *Service*
- 31 **Respond to Webhook** Set *Logic*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fdeal-room-ai-powered-m-and-a-due-diligence-accelerator)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)

## Workflows like it

Also crm, with the same services where possible, closest in size first.

- [**Analyze customer feedback and send AI-written replies** 31 steps · calls a model · Email, Google Sheets](https://millionrounds.com/workflow/analyze-customer-feedback-and-send-ai-written-replies)
- [**Reply to social media and email sales inquiries with OpenAI** 30 steps · calls a model · Email, Google Sheets](https://millionrounds.com/workflow/reply-to-social-media-and-email-sales-inquiries-with-openai)
- [**Create weekly sales summaries and Airtable reports with Gmail** 30 steps · Airtable, Discord](https://millionrounds.com/workflow/create-weekly-sales-summaries-and-airtable-reports-with-gmai)
- [**Automate sales for digital products & SaaS with OpenAI** 29 steps · calls a model · Gmail](https://millionrounds.com/workflow/automate-sales-for-digital-products-and-saas-with-openai)
- [**Creator sponsorship and brand deals CRM with OpenAI and Gmail** 29 steps · calls a model · Gmail, Notion](https://millionrounds.com/workflow/creator-sponsorship-and-brand-deals-crm-with-openai-and-gmai)
- [**LinkedIn auto-connect & personalized messaging for sales** 29 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/linkedin-auto-connect-and-personalized-messaging-for-sales)