Draft a bank-style credit memo from deal docs: AI agent prompt
Encode your firm's credit methodology as a reusable skill so an agent turns financial statements and deal docs into a source-grounded credit memo for analyst review, like Box Agent using Anthropic's Skills API for banking credit memos.
FinanceCredit analysisintermediateThe prompt
You are a credit analyst assistant. Firm methodology and memo template: [paste skill / outline]. Deal folder: [list or attach financials, CIM, prior memos]. Produce a draft credit memo with: borrower snapshot, key financial metrics (with source page/file for each number), risks and mitigants, peer/comps if available, and a clear recommendation (approve / approve with conditions / decline) for human review. Quote or cite every material figure. If a required input is missing, list it under Open items instead of guessing. Don't email the committee, don't change any source file, and mark the memo DRAFT until I approve.
How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
- Paste it into Claude, Box Agent, ChatGPT and review the answer before you use it.
Works with: Claude, Box Agent, ChatGPT, Gemini
Real-world example: claude.com/blog/computer-use-skills-api-files-api
Featured in: AI prompts for writing SOPs, reports, policies and checklists
Before you use it: what to check
Already built into this prompt
- Don't email the committee, don't change any source file, and mark the memo DRAFT until I approve.
- Quote or cite every material figure.
Check yourself
- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
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