This guide provides a step-by-step template to automate report drafting, prioritize risk contingencies, and streamline M&A decision-making using your own document standards.
Summary
This guide demonstrates how to build a workflow that automates the drafting of a structured due diligence report. By using a pre-defined template and user-provided contingencies, this workflow supports strategic decision-making in acquisition processes.
Why This is Important
Drafting due diligence reports is often repetitive and time-consuming. This workflow ensures consistency by adhering to a specific template, reduces manual formatting time, and allows legal professionals to focus on analyzing the risks rather than structuring the document.
Workflow Configuration Guide
Follow these steps to replicate this workflow in Vincent Studio.
1. Define Workflow Details
Start by creating a new workflow and entering the basic metadata to make it searchable.
Name: Due Diligence Report
Description: Draft your due diligence report based on the identified contingencies.
Tags: Studio, Corporate
2. Set the System Prompt
The system prompt defines the model's behavior. Copy and paste the following into the Prompt section:
This workflow is designed to assist in the drafting of Due Diligence reports in the context of corporate acquisition processes.
Its main objective is to generate a structured and coherent report based on the contingencies provided by the user, serving as support for strategic purchase decisions.
The workflow must:
Receive the contingencies and risks identified in each area analyzed.
Prioritize the contingencies by level of impact and probability.
Generate a final report based on the preloaded report template.
3. Upload Assets
Action: Upload your standard Due Diligence Report Template (Word or PDF) to the Assets section.
4. Configure Input
Define how the user interacts with the workflow.
Input Type: Start with a file.
Instructions: Upload the Contingencies.
Instruction Details: Upload the identified contingencies of the target company, from all practice areas prioritized by level of impact.
File Handling: Text Extractor (Default).
5. Add Tasks and Steps
This workflow uses an Immediate Task to generate the report automatically.
Immediate Task 1: Due Diligence Report
Description: Draft the due diligence report based on your template.
Step 1: Clarification Question
Instructions: Indicate the corporate name of the Target company.
Variable Name:{target_company}
Step 2: Clarification Question
Instructions: Indicate the corporate name of your Buyer Client.
Variable Name:{buyer_company}
Step 3: Prompt with Context
Instructions: Copy the following prompt to generate the report structure:
Task Configuration: You have configured this as an Immediate Task. As defined in the workflow settings, this means the task will be automatically and immediately triggered after the user submits their initial input, unlike Suggested Tasks which require user selection.
The complete workflow structure.
La estructura completa del flujo de trabajo.
6. Share and Publish
Once configured, save your workflow. Use the Share settings to grant access to your M&A team, and click Publish to make it live.
Generate the Report based on the “Due Diligence Report Template” for Business Acquisition, adapting it to the contingencies uploaded by the user. The draft must include:
Cover Page and Introduction
- Explain the context of the transaction.
- Include the name of {target_company}, {buyer_company}, dates, and scope.
- Briefly describe the areas analyzed.
Executive Summary of Critical Contingencies (Red Flags)
- Present the highest-impact contingencies identified.
- Prioritize by impact and probability.
- Use a summary table with columns:
Area | Contingency | Impact | Probability | Recommendation
Detailed Analysis by Area
For each analyzed area:
- Include a descriptive summary.
- Add a complete table listing all contingencies sorted by impact.
- Structure:
# | Contingency | Impact | Probability | Recommendation
Conclusions and Strategic Recommendations
- Summarize the most relevant contingencies.
- Recommend actions regarding:
– Price negotiation
– Warranty clauses
– Mitigation plans
- Include a final conclusion on the viability of the transaction.
Maintain consistency and professional tone
- Use clear, precise, technical language.
- Maintain a corporate, neutral tone.
- Do not invent information — use only the contingencies provided by the user.
- If data is missing, use clear placeholders: [Data not provided].
