Playbooks / Document Management / Reading + Extraction
Due Diligence Assembly
Organizes diligence material into a checklist-indexed binder: what exists, what is missing, what looks stale. Flags gaps with an owner for fixing.
How to run it
Open Document Management > Reading + Extraction > Due Diligence Assembly in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Due Diligence Assembly workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Organize diligence material into a checklist-indexed binder: what exists, what is missing, what looks stale. Flag gaps with an owner for fixing.
Put this workflow to work.
The Document Management agent ships with this one installed. Open the demo and ask it to run the Due Diligence Assembly workflow on something of yours.