Artificial Intelligence & Automation

Learn about AI powered insights and automation for high performance deal execution

22 articles in this collection
Written by Bobby Padilla

Renumber documents

Automatically re-number your Room index in seconds.

Written by Bobby Padilla
Updated over a week ago

Pathway Integrations

Pathway Integrations

Connect to Box, Dropbox, Google Drive and OneDrive to upload and automatically sync updated versions of files and folders within Pathways.

Written by Bobby Padilla
Updated over a week ago

Pathway 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 Bobby Padilla
Updated over a week ago

Connect Box

Automatically sync file and folders from your Box account into Pathways.

Written by Bobby Padilla
Updated over a week ago

Connect Dropbox

Automatically sync file and folders from your Dropbox account into Pathway.

Written by Bobby Padilla
Updated over a week ago

Connect OneDrive

Automatically sync file and folders from your OneDrive account into Pathways.

Written by Bobby Padilla
Updated over a week ago

Connect Google Drive

Automatically sync file and folders from your Google Drive account into Pathways.

Written by Bobby Padilla
Updated over a week ago

Disconnect Box

Disconnecting a Box account will automatically stop syncing any file updates to Pathways.

Written by Bobby Padilla
Updated over a week ago

Disconnect Dropbox

Disconnecting a Dropbox account will automatically stop syncing any file updates to Pathways.

Written by Bobby Padilla
Updated over a week ago

Disconnect Google Drive

Disconnecting a Google Drive account will automatically stop syncing any file updates to Pathways.

Written by Bobby Padilla
Updated over a week ago

Disconnect OneDrive

Disconnecting a OneDrive account will automatically stop syncing any file updates to Pathways.

Written by Bobby Padilla
Updated over a week ago

Pause syncing

Pause syncing on files and folders in Box, Dropbox, Google Drive and OneDrive.

Written by Bobby Padilla
Updated over a week ago

Transaction Room document automation

AiQ Smart Sort

Let the Room sort your documents automatically for you.

Written by Bobby Padilla
Updated over a week ago

Number documents

Change the default numbering in the Document Index.

Written by Bobby Padilla
Updated over a week ago

Reorder files and folders

Reorder where files and folders sit in the Room.

Written by Bobby Padilla
Updated over a week ago

Move files

Move files individually or in bulk within the Room.

Written by Bobby Padilla
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 Bobby Padilla
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 Bobby Padilla
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 Bobby Padilla
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 Bobby Padilla
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 Bobby Padilla
Updated over a week ago

Pathways to Transaction Rooms

Move Pathway into a Deal Room

Transfer a Pathway to a Room to run a high-performance deal with document-level security controls, reporting, and Q&A.

Written by Bobby Padilla
Updated over a week ago