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Prepare a due diligence document index
Share the source files. Get a versioned document index, request coverage map and access questions.
Prepare a due diligence document index is a free AI workflow for the job "Write down how work gets done". It guides your AI through several skills in order, passing each step's output to the next.
Free · No account · Made by AI Blocks · Thinking: high
What it does
A versioned document index, request coverage map and access questions. Give your AI the source material listed below and install the complete pack. It uses the component skills in the stated order, saves each result and checks the handoff before continuing. A listed file is not proof of legal completeness; access remains within the approved disclosure scope. Missing tools or evidence stay visible in the final summary.
You give it
- The authorized document set, actual source locations, document owners, versions, disclosure rules and reviewer request list.
- The intended reader, deadline and limits on what may be changed.
- Earlier work and approved examples, if available.
- Source text (optional)
You get
- A versioned document index, request coverage map and access questions.
- Step files with evidence, unresolved facts and actual checks completed.
- A hand-back summary and one practical next step.
Use it when
- You need a versioned document index, request coverage map and access questions.
- The relevant facts are spread across files or notes and need one consistent review.
- You want the work and its checks saved so another person can review it.
Steps
- Source note summariser: Paste an article, talk or chapter. Get its claims, evidence, gaps and the three lines worth keeping.
- Handover note writer: Paste what you are handing over and to whom. Get a note the next person can run from on day one.
How to use it
- Download the complete pack and add its governing file and component skills to your AI.
- Share the sources listed above and say which result you need.
- Ask the AI to follow the governing file, save each result and stop on a failed required check.
- Review the files, missing facts and proposed actions before using the result.