Artificial Intelligence & Automation
Learn about AI powered insights and automation for high performance deal execution
22 articles in this collection
Written by David Chalmers
Written by David Chalmers
Scorecard Integrations
Scorecard Integrations
Connect to Box, Dropbox, Google Drive and OneDrive to upload and automatically sync updated versions of files and folders within Scorecards.
Written by David Chalmers
Updated over a week ago
Updated over a week ago
Scorecard Integrations requirements
If files are not syncing using Box, Dropbox, Google Drive and OneDrive it may be because it has not met the integrations requirements.
Written by David Chalmers
Updated over a week ago
Updated over a week ago
Connect Box
Automatically sync file and folders from your Box account into Scorecards.
Written by David Chalmers
Updated over a week ago
Updated over a week ago
Connect Dropbox
Automatically sync file and folders from your Dropbox account into Scorecards.
Written by David Chalmers
Updated over a week ago
Updated over a week ago
Connect OneDrive
Automatically sync file and folders from your OneDrive account into Scorecards.
Written by David Chalmers
Updated over a week ago
Updated over a week ago
Connect Google Drive
Automatically sync file and folders from your Google Drive account into Scorecards.
Written by David Chalmers
Updated over a week ago
Updated over a week ago
Disconnect Box
Disconnecting a Box account will automatically stop syncing any file updates to Scorecards.
Written by David Chalmers
Updated over a week ago
Updated over a week ago
Disconnect Dropbox
Disconnecting a Dropbox account will automatically stop syncing any file updates to Scorecards.
Written by David Chalmers
Updated over a week ago
Updated over a week ago
Disconnect Google Drive
Disconnecting a Google Drive account will automatically stop syncing any file updates to Scorecards.
Written by David Chalmers
Updated over a week ago
Updated over a week ago
Disconnect OneDrive
Disconnecting a OneDrive account will automatically stop syncing any file updates to Scorecards.
Written by David Chalmers
Updated over a week ago
Updated over a week ago
Pause syncing
Pause syncing on files and folders in Box, Dropbox, Google Drive and OneDrive.
Written by David Chalmers
Updated over a week ago
Updated over a week ago
Transaction Room document automation
AiQ Smart Sort
Let the Room sort your documents automatically for you.
Written by David Chalmers
Updated over a week ago
Updated over a week ago
Number documents
Change the default numbering in the Document Index.
Written by David Chalmers
Updated over a week ago
Updated over a week ago
Reorder files and folders
Reorder where files and folders sit in the Room.
Written by David Chalmers
Updated over a week ago
Updated over a week ago
Move files
Move files individually or in bulk within the Room.
Written by David Chalmers
Updated over a week ago
Updated over a week ago
Smart Q&A
Similar questions
Our AI powered Rooms will inform you when similar questions have been asked.
Written by David Chalmers
Updated over a week ago
Updated over a week ago
Duplicate questions
When asking a Question in the Room, Ansarada will alert the Guest if they have created a duplicate Question.
Written by David Chalmers
Updated over a week ago
Updated over a week ago
AiQ bidder engagement score
Activate AiQ bidder engagement score
How to activate the AiQ bidder engagement score to get insights on your deal.
Written by David Chalmers
Updated over a week ago
Updated over a week ago
AiQ Bidder Engagement Score
The AiQ Bidder Engagement Score provides additional insights into the behaviour of bidders in the Room.
Written by David Chalmers
Updated over a week ago
Updated over a week ago
Low bidder engagement score
Does a bidder have a low score? There are several factors that can contribute to this.
Written by David Chalmers
Updated over a week ago
Updated over a week ago