Artificial intelligence
The teammate who already read the thread
PharmaDealFlow's agent lives inside your deal flow — your inbox, your pipeline, your documents. Copy it on an email the way you'd copy a colleague, and it comes back with the work done: the reply drafted, the CRM updated, the deck built. And it operates on one rule — it suggests, it never silently acts.
On every email thread
Add the agent to any conversation and it works with full context — the deal, the company, the history, the documents.
- Drafts replies in your voice, grounded in the actual deal record — not generic boilerplate.
- Files as it reads: notes, tasks, and signed documents land on the right deal automatically.
- Builds work product on request — presentations, meeting invites, follow-ups, CDA drafts — from the same thread.
- Full platform reach: everything a user can do in the app, the agent can do on instruction — deals, data rooms, documents, calendar.
Inbox — Re: Transdermal portfolio
Suggested updates — awaiting approval
Move deal → CDA phase Attach CDA draft Log note on the companyConversation triage — this morning
suggested outcome: meeting_booked — "2:30 today will work"
suggested archive: 73 out-of-office auto-replies
held for review — ambiguous reply, human judgment needed
Working your inbox while you sleep
Run an outreach campaign and the agent handles the flood that comes back.
- Every reply classified: real interest, courteous pass, referral, out-of-office — separated automatically.
- Outcomes suggested, never auto-set: the AI proposes the pipeline update; a human confirms it.
- Noise archived with a paper trail — auto-archived threads go to a review queue, not a black hole.
- Follow-ups drafted for non-responders, personalized from the original thread, released only on approval.
From raw data to decisions
The same intelligence runs underneath the database.
- Company enrichment at scale — tens of thousands of companies categorized by segment and financial appetite.
- Import anything: AI column-mapping turns whatever spreadsheet you were sent into clean CRM records.
- Prospect finders surface the companies your pipeline should contain but doesn't — per business line.
- Daily briefings: a morning agenda of what moved, what's waiting on you, and what the agent handled overnight.
Prospector — weekly run
enriched 22,600 companies · segment + financial appetite
mapped contact list import — 14 columns matched automatically
The operating principle
Powerful, and on a leash
- Suggests, never overwritesEvery AI-proposed change to your pipeline waits for a human yes
- Runs in your tenantYour email and documents stay in your Microsoft 365 — nothing routes elsewhere
- Leaves a trailEvery agent action is logged and reviewable, including what it chose to archive
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