Building a Due Diligence Report Workflow
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:
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.
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