What to provide
Data room index, request list, received files, and version dates.
Starting prompt
Compare the diligence request list with this data room index. Mark received, partial, missing, or outdated; cite filenames and dates; propose one follow-up question per gap.
Trial case
Add two similarly named files from different periods. The register should identify each period, flag the older version, and show which request remains unanswered.
Review gate
The deal team confirms document completeness and routes accounting, legal, and tax conclusions to the respective specialists.
How to score the result
Open requests at each diligence checkpoint and duplicate asks sent to the seller.
Use the current approved source and keep it available to the reviewer. Check a small set of finished outputs against the previous process before adopting this workflow.
Related workflows
Explore Claude for Business Documents and Analysis or the AI business strategy guide.