Create an opportunity from a document using AI

AI-Assisted Opportunity Creation lets you upload a document and have Deal automatically extract the relevant data and pre-fill a complete opportunity record. 

Overview

Plan availability: Essential/Advanced. Please contact your Customer Success Manager at Inpart to enable this feature.
User role required: Manager/Contributor

Data & Privacy

• No document content is stored or processed outside Inpart-controlled infrastructure.
• All uploaded files are scanned for viruses and malicious content before processing. Files that fail the scan are rejected.
• If the AI service becomes temporarily unavailable, the feature will display a clear error message rather than failing silently. This has no impact on the rest of Deal, which continues to work as normal.

For full details on how your data is processed and how AI is used across Inpart products, please request our Security Assurance Plan from your Customer Success Manager at Inpart.

Access the opportunity creation form

In the Deal navigation bar, click the AI assistant entry. 

You will land on the AI homepage.

Supported file formats

The following formats are supported: .pdf, .ppt, .pptx, .eml, .msg, .xls, .xlsx, .html, .txt, .jpg, .jpeg, .png. 
Up to 100 MB per file. Multiple files can be uploaded in a single session.

How to create an opportunity from a document

In the navigation bar, click Opportunity Creation.

A blank opportunity creation workflow will open.

Click Browse files and select your document(s) from your device. You can select multiple files at once. Then, click Start extraction.

Wait for processing to complete. For a typical 20-slide deck, this takes under 30 seconds. The system extracts text and structured data, then maps it to opportunity fields, associated companies, contacts, assets, and meetings. 

If multiple opportunities are detected, a list will appear on the right of your screen, under the Pending tab. Select one of them to proceed to opportunity creation.

If a potential duplicate opportunity is detected in Deal, a warning is displayed. You can open the existing record in a new tab to compare before deciding whether to proceed.

In the review screen, check each pre-filled field on the right against the source document content on the left. Accept fields you are happy with, edit any that need adjustment, and clear any that should not be populated.

When you are satisfied with the draft, click Create. The opportunity and all associated records are created in Deal, and the source document is automatically attached. You can open the record in Deal directly from the creation form.

If you need to pause the creation process mid-review, you can leave, and the creation workflow will automatically be saved and accessible from the AI homepage the next time you want to access it.

What gets created automatically

When you confirm the opportunity creation, Deal creates the following records based on the extracted data:

• The opportunity record, with all pre-filled and reviewed fields populated.
• Associated companies, contacts, and assets, matched to existing Deal records where possible, or created as new records where no match is found.
• Any meetings identified in the document.
• The source document, automatically attached to the opportunity.

Current limitations

The following are not available in the current beta release:

• Updating existing records: This feature creates new opportunities only. It does not update or merge existing records.
• Creating stand-alone contacts or companies outside of the opportunity creation process.
• Email and SharePoint integration: Direct document upload is the only supported input method.
• Batch creation: creating multiple opportunities from a batch of files in a single automated run is not yet supported.
• Third-party enrichment: Enrichment via Evaluate Pharma, Cortellis, or PatSnap depends on your tenant's connected integrations.