# Review M&A data room risks with OpenAI and Google Drive: n8n workflow

> Started by someone submitting a form, and works across Gmail, Google Drive, Google Sheets and Slack. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/review-m-and-a-data-room-risks-with-openai-and-google-drive (Millionrounds; every figure on the page links to its filing or article)

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

# Review M&A data room risks with OpenAI and Google Drive

Started by someone submitting a form, and works across Gmail, Google Drive, Google Sheets and Slack. It hands the judgement calls to OpenAI. 18 steps, 1 loop or waits: a working afternoon to understand properly.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Freview-m-and-a-data-room-risks-with-openai-and-google-drive)

**18 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**1** Loop or waits

**4** Services it connects to

## The flow

Starts it 2 Model 2 Logic 5 Service 9

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

- 1 **Start Due Diligence Review** Form trigger *Starts it*
- 2 **On Workflow Error** Error trigger *Starts it*
- 3 **Set Run Metadata** Code *Logic*
- 4 **Slack – Post Workflow Error Alert** Slack *Service*
- 5 **Get Data Room Files** Google Drive *Service*
- 6 **Loop Through Documents** Split In Batches *Logic*
- 7 **Get All Findings** Google Sheets *Service*
- 8 **Download Document** Google Drive *Service*
- 9 **Aggregate Findings** Code *Logic*
- 10 **Extract Document Text** Extract From File *Service*
- 11 **Summary Compiler Agent** Open Ai *Model*
- 12 **Due Diligence Analysis Agent** Open Ai *Model*
- 13 **Format Report Content** Code *Logic*
- 14 **Slack – Post Summary Agent Error** Slack *Service*
- 15 **Parse Finding** Code *Logic*
- 16 **Slack – Post Analysis Agent Error** Slack *Service*
- 17 **Email Report to Deal Team** Gmail *Service*
- 18 **Log Finding to Sheet** Google Sheets *Service*

## How it's built

- **Starts on:** Someone submitting a form
- **Steps:** 18, 1 loop or waits
- **Size:** Medium: a working afternoon
- **Connects to:** Gmail, Google Drive, Google Sheets, Slack
- **Model:** OpenAI

## Questions

What does it need to run?

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

What starts it?

It starts on someone submitting a form.

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?

Plan an afternoon. 18 steps is enough that you should read each one before running it.

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 18 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%2Freview-m-and-a-data-room-risks-with-openai-and-google-drive)
- **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 Drive](https://millionrounds.com/workflows?service=Google+Drive#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)

## Workflows like it

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

- [**AI Event Feedback Analyzer with Google Forms and OpenAI** 18 steps · calls a model · Google Docs, Google Sheets](https://millionrounds.com/workflow/ai-event-feedback-analyzer-with-google-forms-and-openai)
- [**Advanced multi-source RSS feed intelligence agent with Gemini** 18 steps · calls a model · Gmail, RSS](https://millionrounds.com/workflow/advanced-multi-source-rss-feed-intelligence-agent-with-gemin)
- [**Detect AWS cost spikes and open Terraform fix PRs with OpenAI** 18 steps · calls a model · Slack](https://millionrounds.com/workflow/detect-aws-cost-spikes-and-open-terraform-fix-prs-with-opena)
- [**Detect Binance USDT volume spikes with OpenAI and Telegram** 18 steps · calls a model · Google Sheets, Telegram](https://millionrounds.com/workflow/detect-binance-usdt-volume-spikes-with-openai-and-telegram)
- [**Detect missing alcohol test records with Gemini and Gmail** 18 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/detect-missing-alcohol-test-records-with-gemini-and-gmail)
- [**Edit Google Sheets by chat with OpenAI** 18 steps · calls a model · Google Sheets, Telegram](https://millionrounds.com/workflow/edit-google-sheets-by-chat-with-openai)