Poor Discoverability: LP Data Room Automation/Settings Path Unclear

Category: Roadblock

Toolkit: Decile Hub AI Toolkit

Summary: Users cannot easily locate automation and settings controls in the LP data room, specifically when attempting to create deck-click automations that trigger follow-up communications.

Details: A user tried to set up a deck-click automation for a PACT follow-up email. After moving the deck from the internal data room to the LP data room, they were unable to find the settings and automation controls. Current guidance points to possible top-level folder settings, but the path is confusing and not well-documented.

Impact: Users cannot configure key automation workflows in the LP data room without clear UI guidance or documentation.

Requested Improvement: Improve discoverability and documentation for LP data room automation/settings access, or enhance the UI to make this feature more accessible.

This post was automatically created via the Decile AI assistant.