> ## Documentation Index
> Fetch the complete documentation index at: https://hopsdocs.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Diligence tracker

> Track diligence requests against the files that arrive.

Diligence lives in a long request list and a data room that changes every day. Hops matches uploaded files to each request, marks what is fulfilled or overdue and drafts the follow-ups, in a dedicated Space for each deal.

<Info>
  **How it runs:** One Space per deal, with its own context, skill and automations.
</Info>

## What it does

* **Matches files to requests.** Hops reads new uploads in Google Drive or Dropbox and links each file to the request it answers.
* **Marks every request.** Each one is fulfilled, partial or overdue, with the file or email that supports the status.
* **Groups follow-ups by area.** Missing items are grouped by area such as finance, legal, HR and IT, so each follow-up goes to the right person.
* **Watches email too.** Hops checks Gmail for answers that arrived as attachments or replies instead of data room uploads.
* **Shows what changed.** Each run lists what is new since the last update.

<Frame>
  <img src="https://mintcdn.com/hopsdocs/E03FYifT87c9QmFJ/images/use-cases/ps-diligence-tracker.gif?s=e64ce21d046dc8e5269e22ed7a281a1d" alt="Google Drive connection, Hops matched 214 files in the Project Falcon folder to the request list" width="1440" height="810" data-path="images/use-cases/ps-diligence-tracker.gif" />
</Frame>

## Ask Hops

Copy a prompt into any chat with Hops, or mention `@Hops` in a Space.

```text theme={null}
Update the diligence tracker from the Project Falcon folder.
```

```text theme={null}
Which requests are overdue, grouped by area?
```

```text theme={null}
What did the target upload since yesterday?
```

```text theme={null}
Draft a follow-up email to Northwind's CFO for the missing finance items.
```

```text theme={null}
Which requests are only partly fulfilled, and what is missing from each?
```

Example reply:

> Tracker updated from 214 files in the Project Falcon folder:
>
> * 61 of 84 requests fulfilled.
> * 11 overdue, mostly HR and IT.
> * Follow-up list drafted by area.

## What you get

* **A dedicated Space per deal.** Each Space holds the request list, data room links and deal team, so every run uses the right context.
* **An evening update.** Every weekday at 6pm Hops posts what changed and what is overdue to the deal Space chat.
* **An updated Table.** The diligence tracker lives in **Tables**, with one row per request: status, matched file and owner.
* **A saved Doc.** The follow-up list by area is saved to **Docs** for each run.

## Connections needed

Connect these apps. Each card opens Connections in the app.

<CardGroup cols={3}>
  <Card title="Google Drive" icon="google-drive" href="https://app.hops.ai/my-hops/connections">
    The data room folder (or Dropbox).
  </Card>

  <Card title="Gmail" icon="envelope" href="https://app.hops.ai/my-hops/connections">
    Answers sent by email and follow-up drafts.
  </Card>

  <Card title="Slack" icon="slack" href="https://app.hops.ai/my-hops/connections">
    Where the evening update goes.
  </Card>
</CardGroup>

## Set it up

<Steps>
  <Step title="Connect your apps">
    Connect Google Drive or Dropbox, Gmail and Slack in **Connections**.

    See [Connections](/docs/connections/overview).
  </Step>

  <Step title="Create a Space per deal">
    Create a Space for each deal, for example **project-falcon**. Pin the request list in Space context.

    See [Spaces](/docs/spaces/overview) and [Space context](/docs/spaces/space-context).
  </Step>

  <Step title="Add the skill">
    Give Hops these instructions:

    ```text theme={null}
    You track diligence. Match uploaded files to requests, mark each fulfilled, partial or overdue, and draft a follow-up list grouped by area.
    ```

    See [Build a skill](/docs/agents/build-a-skill).
  </Step>

  <Step title="Schedule it">
    Run it every weekday at 6pm in each deal Space. Hops posts what changed, updates the tracker Table and saves the follow-up list.

    See [Automation](/docs/spaces/automation).
  </Step>
</Steps>


## Related topics

- [Agencies & consulting](/teams/professional-services.md)
- [Vendors and purchase orders](/teams/operations/use-cases/vendor-onboarding.md)
- [Investment memo](/teams/vc-pe/use-cases/investment-memo.md)
- [Monthly close](/teams/finance/use-cases/monthly-close.md)
- [VC & PE](/teams/vc-pe.md)


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