Intapp Celeste
Automate firm workflows
- Категорія
- Finance
- Developer
- Intapp Celeste
- Веб-сайт
- (відкривається у новому вікні)
Як це працює
Search, create, and update records across the Intapp Celeste portfolio with secure, compliant retrieval via Intapp Celeste plugin. Ensure the workflows you rely on from Intapp Celeste are available to integrate into your projects with the governance your clients demand.
Common use cases
Prepare a client briefing
Bring together available company, contact, and deal records into a concise briefing for a client meeting.
@Intapp Celeste Find the DealCloud records for the client I name. Summarize available company, contact, and deal information into a meeting brief, with record references and gaps that need follow-up.
Review the deal pipeline
Summarize deals by stage and surface missing information for a focused pipeline review.
@Intapp Celeste Review our current DealCloud pipeline using the fields available in our account. Group deals by stage, summarize available values, and flag missing information for the team to review.
Find supporting internal documents
Locate relevant SharePoint documents and turn their contents into a source-linked answer to a business question.
@Intapp Celeste Find SharePoint documents relevant to the business question I provide. Summarize the evidence from supported files, link each finding to its source, and identify questions the documents do not answer.