A deal pipeline is only as valuable as the data behind it. But keeping that data current is a constant battle, especially when critical deal context lives in email, disconnected from wherever your team tracks pipeline.
DealRoom Pipeline solves this by connecting directly to Microsoft Outlook and embedding AI throughout the pipeline experience. Email threads, contacts, and documents flow into deal cards automatically. AI reads that captured context continuously and surfaces what needs attention — deal summaries, suggested data updates, and follow-up tasks — without anyone having to prompt it.
Two capabilities, one system: The Outlook Plugin brings deal context into DealRoom automatically. DealRoom AI for Pipeline reads that context and turns it into actionable intelligence.
The result is a pipeline that reflects where deals actually stand, with timely follow-ups on every target and the confidence that nothing critical is being missed.
The Outlook Plugin
The Outlook plugin is the foundation of DealRoom Pipeline. It captures context of your deal communications — automatically — so nothing critical stays buried in your inbox.
How email capture works
Connect an email thread to a deal once, and everything that follows is captured automatically. Every subsequent reply, every new contact who joins the thread, every attachment — it all flows into the deal card without any additional action from you.
Auto Email Thread Capture — Connect a thread once. Every subsequent reply is automatically captured to the deal card, so you never need to log emails one by one.
Auto Contact Logging — New contacts who appear in email threads — targets, bankers, advisors — are parsed and added to the deal card automatically, without any manual entry.
Auto Document Capture — Attachments shared in email threads (teasers, NDAs, financials) are stored in the deal card as they arrive. No downloading and re-uploading required.
Cleaner Email Display — Forwarded email clutter is stripped out so conversations are faster and easier to review inside DealRoom.
DealRoom AI for Pipeline
Once deal context is captured from Outlook, DealRoom AI reads it continuously and surfaces what matters — before you have to go looking for it.
DealRoom AI works in the background across all your active deals simultaneously. It monitors captured communications and proactively keeps your pipeline current — no manual prompting, no usage caps, no context-switching required.
Suggested Deal Field Updates
When new deal information arrives from emails or deal attachments — a revised revenue figure, updated EBITDA, a change in timeline — AI detects it and proposes the corresponding update to your deal card. You review the suggestion and accept or dismiss it with a single click.
The human always stays in control. AI surfaces what's changed; you decide whether to apply it.
AI Task Suggestions
Commitments made in emails — "send the NDA by Friday," "reconnect in three weeks," "target wants to revisit in Q3" — are identified by AI and turned into suggested tasks with deadlines, assignees, and context already filled in. Accept with one click, and the task appears on the deal card, assigned and ready.
Every follow-up from every email thread becomes a tracked, assigned action.
AI Deal Overviews
Every deal gets a live, auto-generated summary that reflects its current status. The overview draws on email threads, attached documents, deal fields, and notes to give anyone on the team an instant picture of where things stand — current status, recent activity, key discussion points, and any risks or concerns surfaced in conversations.
Overviews refresh every 24 hours automatically, or you can trigger one manually at any time — so whenever you open one, you're working from the latest available data. Whether you're preparing for a leadership update or getting up to speed on a colleague's deal, the information is ready without anyone having to write it.
How it all works together
The Outlook plugin and the AI layer are designed as a single, connected system. Neither is as powerful without the other.
Context flows in — Connect an email thread to a deal once via the Outlook plugin. All future emails, contacts, and documents flow into the deal card automatically — no additional action needed.
AI reads and acts — DealRoom AI reads captured context continuously. It generates deal overviews, suggests field updates when information changes, and flags follow-up commitments as suggested tasks.
Pipeline stays current — Deal cards reflect the latest information. Leadership and your teammates have real-time visibility without anyone preparing an update.
Security and data privacy
DealRoom AI does not have access to your inbox
DealRoom AI does not connect to your email account, scan your inbox, or parse emails in the background. It has no visibility into your email at all — unless you explicitly capture a specific thread to a deal using the Outlook plugin.
You are always in control of what gets shared. When you connect an email thread to a deal, you're making a deliberate choice to bring that conversation into DealRoom. Only that thread — and subsequent replies to it — becomes available to the AI. Nothing else in your inbox is ever read, processed, or stored.
Every AI-generated summary, suggested update, and task recommendation is built exclusively from the deal context you've chosen to capture. The scope is always deal-specific, always explicit, and always initiated by you.
Data usage and model training
Your deal data is not used to train AI models. Content processed through DealRoom AI features — including email threads, attachments, and deal fields — is used solely to generate outputs within your workspace. It is not shared with third-party LLM providers for training purposes.
Full details are available in the DealRoom AI Terms of Service.
FAQ
Does AI make changes to my deal cards automatically?
No. AI suggests updates but never applies them without your approval. Every suggested field update, task, and change requires a one-click confirmation. You stay in full control of your pipeline data.
What data does the AI use?
DealRoom AI reads the email threads, attachments, contacts, deal fields, and notes that have been captured in your deal cards. It does not access emails or data outside of what has been explicitly connected to a deal via the Outlook plugin.
Is there a limit to how many deals or emails AI can process?
There are no usage caps on DealRoom AI for Pipeline. It works across all your active deals simultaneously, in the background, without limits.
How often are Deal Overviews updated?
Overviews refresh every 24 hours automatically. You can also manually trigger a refresh from the deal card at any time.