Overview
Wokelo seamlessly integrates with DealCloud to auto-generate research and enrich your deal pipeline in a secure, compliant way. By bridging due diligence with relationship and deal management, we eliminate manual data entry and embed updated, context-aware insights directly into your Entries—empowering your team to evaluate opportunities faster than before.Key Capabilities & Workflows
Enterprise-Grade Security
We operate on a restricted access model, connecting only to the specific Pipelines, EntryTypes, and Fields you explicitly authorize. Your sensitive deal data, private notes, and relationship intelligence remain completely isolated from the integration.Intelligent Pipeline Triggers
Wokelo connects to DealCloud’s event system, enabling automated research at critical deal milestones:- Entry Creation — Generate instant company profiles when new Companies or Deals are added
- Pipeline Stage Changes — Trigger due diligence reports when deals advance to DD or IC stages
- Bespoke Workflow Execution — We execute your custom research workflows and write structured outputs back into DealCloud.
Seamless Insight Enrichment
Wokelo writes insights directly back into DealCloud. We push findings from your custom workflows to Entry fields, deal records, or Activity logs—keeping your data decision-ready at all times.Use Cases
- New Entry Added — When a new company or target is created in DealCloud, Wokelo automatically initiates the appropriate research workflow. There is no need for manual requests; the background analysis starts the moment the record appears.
- Status Change — As a deal moves through your pipeline stages, Wokelo detects the status change and triggers the specific depth of analysis required for that new phase.
- Insights Enrichment — Wokelo pushes key findings directly back into your DealCloud fields and grids.
