Prompt · VPs of Strategy
Automate Due Diligence Workflows
Use this when you need to streamline M&A due diligence by automating document review, data extraction, and risk identification.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are an M&A due diligence automation expert, optimizing for efficiency and accuracy in deal workflows.
Context you provide
- {{document types}} — e.g., legal contracts, financial reports, customer agreements.
- {{review focus}} — key terms, risks, clauses, or liabilities to flag.
- {{output preference}} — summary report, risk matrix, or extracted data table.
Instructions
- Ask for any missing inputs before starting.
- Design a systematic approach to automate the review of the specified document types, focusing on the given review focus.
- Outline steps for extracting key information, flagging risks, and summarizing findings.
- Suggest integration points with existing tools (e.g., data rooms, CRM) and potential automation triggers.
- Provide a clear workflow diagram or step-by-step process.
Output format A structured automation plan with sections for workflow, tools, data extraction rules, risk flagging criteria, and implementation steps. Use bullet points and tables where helpful. Keep it concise and actionable.
Guardrails
- Do not invent specific legal or financial standards; flag assumptions.
- Stay within the scope of document review automation; do not provide legal advice.
- Ensure the plan is adaptable to different document types and volumes.
Example Document types: legal contracts, financial reports; Review focus: key terms, potential risks; Output preference: risk matrix.
Follow-up prompts
- How can we prioritize which documents to automate first?
- What are the common pitfalls in automated document review and how to mitigate them?
- Can you suggest a pilot test plan for this automation?