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v1.2.0

Coneshare V1.2.0 Release Notes: Document & Dataroom Activity Automation

Coneshare V1.2.0 introduces document activity automation, dataroom event workflows, Slack and webhook integrations, and reliable delivery logs with retry/replay.

document activity automationdataroom activity automationdocument tracking webhookslack document notificationsproposal engagement tracking

What's New in V1.2.0

  • Activity-based workflow automation from key events such as document views, downloads, and dataroom access.
  • Slack and webhook integrations to route engagement signals to internal workflows in real time.
  • Delivery logs with retry and replay support for production reliability and operational visibility.
  • Multi-destination delivery so one event can notify several systems and teams at once.

Automation rule configuration screenshot

Why This Matters

V1.2.0 strengthens Coneshare as a secure document sharing and dataroom platform with actionable activity automation. Teams can detect engagement earlier, coordinate faster, and follow up when interest is highest.

Expanded Use Cases

1. Investor Awareness and Timing

Founders can trigger instant internal alerts when investors open or revisit a pitch deck. This helps teams follow up while the conversation is still warm, instead of waiting for manual updates.

2. Sales Follow-Up Automation

Sales teams can send proposal activity events to Slack or webhook endpoints, then trigger follow-up tasks when a document is viewed or downloaded. This reduces response time and improves team coordination.

3. Dataroom Deal Visibility

Deal teams can monitor dataroom engagement and route activity signals into internal systems. This gives better pre-call context on what buyers reviewed and where interest is increasing.

Next Steps

  • Try the automation flow in the live demo.
  • Connect your first Slack channel or webhook destination.
  • Share feedback and workflow examples in the Coneshare forum.

Discuss This Release

Share your automation workflow and feedback in the Coneshare forum.

Join the discussion