How Do I Set Up My Workspace With AI?

The setup assistant creates records for you from a plain description, such as “Set up a raise for 123 Main St, $2M, 506(b), $50k minimum, 8% pref, 70/30 split.” It shows you a checklist first, and nothing changes until you approve it.

Start a conversation

1. On Overview, click Set Up With AI on the setup guide or on the Setup progress bar.
2. Describe what you want to set up and press Enter.
3. To share a file, click the paper clip and attach a PDF, CSV, or image (up to three files, 10 MB each). The assistant reads offering documents and investor lists you attach.

The assistant first looks at what already exists in your workspace, so it reuses records instead of making duplicates. If something important is missing, it asks you.

Review and approve the plan

The assistant answers with a Plan to Approve: a numbered list of each change it will make. Click Details under a step to see the values it will use.

• Click Approve and Run to make the changes. Steps run in order, as you, with your permissions. Each finished step links to the record it created.
• Click Cancel Plan to change nothing. Then tell the assistant what to do differently.

If a step fails, for example because your role can’t make that change, the remaining steps stop. Steps that already finished stay in place.

What stays with a person

The assistant can’t move money, pay out, approve, verify, sign, or open a raise. Economic terms it prepares wait for a different finance approver. Funding instructions, bank details, signatures, accreditation checks, and closings are done by people in the app. For an import, the assistant previews the file first so you can check it before anything is imported.

Doing it yourself instead

AI help is always optional. Every form it fills can also be filled in by hand: skip Set Up With AI, choose Enter Details Manually when adding an investment, or type over anything it suggests. Nothing it fills in is saved until you confirm.

Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.