- Category
- Finance
- Developer
- Intapp Celeste
- Website
- (opens in a new window)
How it works
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.
What else can you do?
Prepare a client briefing
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
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
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.
Resources
Add plugins in a few clicks
Availability depends on the plugin, your plan, and workspace settings. Some connections require admin setup or approval. Contact your workspace admin if access is blocked.
