# Building a Due Diligence Report Workflow

### 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:

```
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].
```

{% hint style="info" %}
**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.
{% endhint %}

{% tabs %}
{% tab title="English Interface " %}

<figure><img src="https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FgKylf9l8iCJRgEXL7ygV%2Fimage4.png?alt=media&#x26;token=266424b6-a994-461f-a002-edc0424bb2be" alt=""><figcaption><p>The complete workflow structure. </p></figcaption></figure>
{% endtab %}

{% tab title="Interfaz en Español" %}

<figure><img src="https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FLQTe6o6ub0dgrlQxayRP%2FCaptura%20de%20pantalla%202026-01-29%20a%20las%2018.44.28.png?alt=media&#x26;token=b960bc85-ce4c-498e-b975-f2c2a90bd76e" alt=""><figcaption><p>La estructura completa del flujo de trabajo.</p></figcaption></figure>
{% endtab %}
{% endtabs %}

#### 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.

### Related Articles

* [How to Write Powerful and Effective Prompts in Vincent Studio](https://support.vlex.com/vincent-by-vlex-1/vincent-studio/vincent-studio-advanced-techniques-and-best-practices/how-to-write-powerful-and-effective-prompts-in-vincent-studio)
* [Workflow Governance: Quality Control and Lifecycle Management](https://support.vlex.com/vincent-by-vlex-1/vincent-studio/vincent-studio-advanced-techniques-and-best-practices/workflow-governance-quality-control-and-lifecycle-management)

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