AI agents for data room
Turn pitch decks, CIMs, contracts and policies into conversations with a Papermark AI agent. Summarize documents, ask follow-up questions and create memos directly from the same secure data rooms you already share with investors and partners.
What are AI agents for documents?
AI agents are persistent workflows that can read, reason over and act on your documents. Instead of manually scanning hundreds of pages, you describe the task once and let the agent handle summarization, extraction and checks every time new material lands in your data room.
Papermark focuses these capabilities on dealmaking, legal work and compliance. Your agents live where your sensitive documents already are, with full access control and analytics.
You choose the role, such as AI lawyer or AI due diligence analyst, connect the relevant folders and let the agent answer questions, surface red flags and generate structured outputs that are easy to share with your team.
Human designed prompts
Start from role-specific blueprints for legal, investment and compliance workflows.
Grounded in your documents
Agents answer only from the data room, with citations back to pages and files.
Enterprise-grade security
Keep SOC 2 ready security, watermarking and screenshot protection while using AI.
AI agent use cases for Papermark AI data room copilot
These examples show how different teams use the same Papermark AI copilot as their AI agent in their day-to-day work. Each card is a situation or persona where chatting with documents saves hours of manual reading.
Legal
AI lawyer
Turn long contracts and playbooks into a copilot for clause lookup, redlines and risk flags directly on top of your data room.
Investors
AI investment analysis
Summarize CIMs, decks and data room folders into comparable views, memos and investment theses in minutes instead of days.
Founders
AI fundraising
Let an agent scan your pitch deck and data room to surface gaps, craft narratives and prepare tailored investor outreach.
Legal
AI contract review
Automate first-pass contract review, deviation checks against playbooks and extraction of key commercial terms.
Compliance
AI regulatory compliance
Map policies, controls and evidences in your data room to regulatory frameworks and answer audit questions on demand.
M&A and investors
AI due diligence
Ask questions across entire data rooms, trace answers back to documents, and generate structured due diligence summaries.
How Papermark AI agents work with your data rooms
Papermark combines secure data rooms with an AI document assistant so you can search, summarize and reason over entire folders. AI agents build on this foundation with reusable prompts, workflows and checks tailored to specific jobs.
You decide which folders an agent can access, whether that is a fundraising data room, a bundle of NDAs or a regulatory evidence pack. The agent uses retrieval to pull only relevant passages, runs them through large language models and posts answers with clear citations back into your workspace.
Unlike generic chatbots, Papermark AI agents are tied to link-level permissions, watermarking and page-by-page analytics, so you keep full visibility and control while your team benefits from automation.
Document-grounded answers
Every response links back to underlying pages so reviewers can verify in seconds.
Multi-step workflows
Chain tasks like extraction, comparison and memo generation in a single agent run.
Built for regulated teams
Keep audit trails, granular access controls and exportable outputs for review and sign-off.
Example: how teams use AI agents today
Legal teams
Run AI lawyer and AI contract review on incoming documents to flag unusual clauses, compare to your standard language and surface key risks before human review.
Investors and corp dev
Use AI investment analysis and AI due diligence agents on CIMs and data rooms to generate comparable summaries, track open questions and keep an audit trail of findings.
Risk and compliance
Pair AI regulatory compliance with Papermark data rooms to map evidence to frameworks, prepare for audits and keep all responses grounded in signed documents and policies.