Automating due diligence with Qomplement + Airtable

Cookbook
1

We set up an automation for M&A due diligence that’s been working really well. Thought I’d document it here.

Stack: Qomplement API + Airtable + Zapier

Flow:

  1. Analyst uploads docs to a shared Drive folder
  2. Zapier watches the folder, sends new files to Qomplement
  3. Qomplement processes with the appropriate template
  4. Results pushed to Airtable via Zapier
  5. Airtable has views for each DD workstream (financial, legal, operational)

Templates we use:

  • financial_statement — for income statements, balance sheets
  • contract_summary — for vendor/customer contracts
  • corp_docs — for articles of incorporation, bylaws, etc.

What I love: Analysts no longer spend 2 days manually entering data from a data room. The whole DD data extraction takes hours instead of days.

Caveat: Still need human review, especially for contracts with unusual structures. But it gets you 80% of the way there instantly.

2

Love the Zapier integration idea. We’ve been doing similar things with Make (formerly Integromat). The Qomplement webhook → Make → Google Sheets pipeline has been rock solid for us.

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