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Snapshot Oct 28, 2026 · 13:10 UTC · version 1.0.0
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{
"description": "Use when creating a new data room and getting it ready - creating it, adding its documents, and having its reports produced. Covers the order to do it in, and the reports a room produces on its own so you don't generate them a second time.",
"included_files": [],
"name": "setting-up-a-dataroom",
"skill_md_contents": "---\nname: setting-up-a-dataroom\ndescription: Use when creating a new data room and getting it ready - creating it, adding its documents, and having its reports produced. Covers the order to do it in, and the reports a room produces on its own so you don't generate them a second time.\n---\n\n# Setting up a data room\n\n## THE SEQUENCE\n\n1. `create_dataroom` with the company's `website_url`.\n2. Upload the documents.\n3. Let the room produce its reports.\n4. Share it.\n\nWhen `onboarding` in step 1's reply is `started`, steps 2 and 3 are linked:\nthe memo, business report and board deck are built only once every uploaded\ndocument has finished processing. Uploading is what moves it forward; a room\nwith nothing uploaded waits indefinitely.\n\n## WHILE THE ROOM PRODUCES ITS OWN REPORTS\n\nWhile `get_dataroom`'s `onboarding_status` is `IN_PROGRESS` or\n`DOCUMENTS_READY`, don't call `generate_memo`, `generate_business_report`,\n`generate_data_deck` or `generate_company_profile`. Each starts a second\nreport alongside the one the room is already building.\n\nTell the user they are on the way. Once it is `COMPLETED`, they are in\n`list_generated_reports`.\n\nIf `onboarding` was anything but `started`, or the status is `FAILED` or\nnull, nothing is coming - generate what the user asks for.\n"
}SHA-256 of public snapshot: ae62a3f18586d5f08d881c4d5fb387533f7c92e908c63600794f99e7347d99e4