Run your Ideals data room from ChatGPT. Create projects, build project structures, upload files, manage users, search and summarise documents, track project activity, and more – all through natural conversation, no compromises on security, and without switching tools.
The most popular use cases:
Project structure: "Create a folder structure for our Series B round with sections for Financials, Legal, and HR – then upload the latest investor deck"
"Analyse my files and propose how to restructure my VDR"
Document search & summaries: "Find all documents mentioning 'indemnification' across the project and summarize the key points from each"
User & group management: "Invite jane.doe@idealsvdr.com as a viewer, add her to the Acme Due Diligence group, and remove access for the previous advisor"
Activity & engagement tracking: "Show me the activity log for the past 7 days – who viewed documents, what they accessed, and when"
Deal room housekeeping: "Find all empty folders in the project, list any recently deleted documents, and show me which files were uploaded this week"
Screenshots
How to use
- 1Add it in ChatGPT
Open Ideals in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick Ideals, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Things to ask
- “Show most engaged files last week”
- “Find documents with indemnification clauses and make summary”
- “Create a new Project Ideon”