Playbooks / Startups / Investor Relations
Data Room Hygiene
Checklist the expected data room docs: incorporation, cap table, financials, contracts, policies. Flags anything stale or missing with an owner to fix it.
How to run it
Open Startups > Investor Relations > Data Room Hygiene in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Data Room Hygiene workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Checklist the expected data room docs: incorporation, cap table, financials, contracts, policies. Flag anything stale or missing with an owner to fix it.
Put this workflow to work.
The Startups agent ships with this one installed. Open the demo and ask it to run the Data Room Hygiene workflow on something of yours.