How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Ingests the data room
Reads the full data room and extracts what matters
Extracts and cross-checks key terms
Flags contract, financial, and legal red flags
Assembles a cited findings memo
Drafts the diligence memo with citations to source docs
Works in
Box, Snowflake, Notion
Box, Snowflake, NotionWhat it does
- Reads the full data room and extracts what matters
- Flags contract, financial, and legal red flags
- Drafts the diligence memo with citations to source docs
Connects to
Box
Read, classify, and file documents with retention rules.
Snowflake
Query and materialize warehouse data with your existing roles.
Notion
Read and write pages and databases as a knowledge base.
Skills included
- Red-flag extraction
- Citation memo
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.