Blueflame, Datasite's M&A agent, helps you work with reusable instructions and workflows in Grata Intelligence. Use Agents to find Skills and Blueprints. You can browse suggested tasks from Home.
Choose where to start
If you want to… | Start here |
Browse prepared tasks for sourcing, research, diligence, modeling, or monitoring | Home, then a deal-stage button |
Find reusable instructions for a specific job | Agents > Skill Library |
Find a workflow that follows a sequence of prompts | Agents > Blueprint Library |
Ask a question and continue the discussion |
Find a suggested task
Select Home under My Workspace.
Choose Sourcing, Research, Diligence, Modeling, or Monitoring.
Review the tasks in Suggested Tasks.
For example, Sourcing includes Build Sector Target List, Identify Buyers, and Screen Thesis Fit.
Find or create a Skill
Select Agents.
Select Skill Library.
Find the Skill you need, or select New Skill to create one.
For more guidance, see Skills.
Find or create a Blueprint
In Agents, select Blueprint Library.
Use the search field or All Folders to find a Blueprint.
To create one, open Create and select New Blueprint.
For instructions, see Blueprints.
Review results and sources
Before you share or use a result, check that it answers your request. Review its sources, figures, assumptions, and missing information. Ask Blueflame to explain or revise anything that is unclear.
If important information is missing, check that the task has the relevant files and connected sources available to your account.