Example prompts
3 from the official listing
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Datasite Create a Datasite project. Ask for the name, deal type, industry, location, and folder structure.
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Datasite Find financial information in a Datasite project. Ask which project, then summarize findings with source documents.
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Datasite Review a Datasite project for diligence red flags. Ask which project, then cite supporting documents.
Mention Datasite by name in your message, as the official examples do.
How to use Datasite in ChatGPT
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Open Datasite in ChatGPT’s plugin directory
Open Datasite’s page on chatgpt.com. Sign in to ChatGPT if you are not already.
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Install it from that page
Choose Install plugin there. It adds the Datasite app and 8 skills to ChatGPT.
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Mention Datasite in a chat
Start a new chat and name it in your request, for example: “Datasite, create a Datasite project. Ask for the name, deal type, industry, location, and folder…”
Availability can depend on your ChatGPT plan, your region and, on work accounts, your admin’s settings.
What Datasite does
Connect ChatGPT to your Datasite virtual data room - the secure workspace where thousands of M&A deals are facilitated annually. Set up folder structures, invite users, search documents, track buyer Q&A, and audit data room readiness, all through natural language. No workflow interruptions. No security trade-offs. Built for advisors, bankers, and corporate development teams - backed by the enterprise security and permissioning every transaction demands.
1. Set up a deal room - "Create a new Datasite Prepare data room for Project Alpha, set up a standard M&A folder index, and invite sarah@advisorfirm.com as an admin."
2. Search documents semantically - "Search the data room for any documents related to pending litigation or regulatory risk."
3. Track buyer Q&A - "Show me all open Q&A questions in the data room and draft responses where we have supporting documents."
4. Audit deal room readiness - "Check the data room for empty folders, missing documents, and any files flagged as password-protected or blank before we go live."
5. Manage user access - "Create a buyer role with view-only permissions and create draft invitations for the following five contacts from Acme Capital."
From the official listing, written by Datasite.
8 skills included
Packaged instructions ChatGPT follows for a specific task when Datasite is in use.
- Bulk Q&A Answers
- Document Quality Check
- Gap Analysis
- IRL Tracker
- Launch Readiness Orchestrator
- Risk Analysis Audit
- Smart File Renaming
- VDR Index Setup
What Datasite can access
The official listing names no Read or Write capability for Datasite. Check what it asks for when you add it, and connect only the accounts you want it to use.
Before you connect it
OpenAI’s plugin pages note that a connected plugin may receive relevant parts of your chats to answer a request, and that Datasite’s own terms and privacy policy then cover that data. You can disconnect a plugin later in ChatGPT’s settings. Read the privacy policy (datasite.com) and terms (datasite.com).
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