AI assistants sign, read and tidy up deal documents

Claude and the other AI assistants connected to Nucleo can now send a deal document for e-signature without emailing it first, with the signers you choose, clients included. When everyone has signed, the signed PDF becomes a new version of the document and a reply is ready in your drafts. If your e-signature plan has reached its monthly limit, you know before you confirm.

They can also read the documents of a deal and Excel files, one sheet at a time with their computed values, rename a document or change its language and expiry, link the deal's Slack channel, set a company's industry and attach a file they just produced to an email draft.