Have an AI agent sort a whole deal data room into themes and issues, summarize each group, and draft the first diligence report for a lawyer to check against the source documents: AI agent prompt

You are helping me with a first-pass due diligence review. I will give you the documents from the data room for [describe the deal, e.g. buying a small business, a seed investment, a commercial lease portfolio]. 1) Make an inventory: list every document with its title, date, parties and type (contract, lease, financial statement, employment, IP, permit, litigation, other). 2) Group related documents by theme and issue, for example a main contract with its amendments and side letters, so each relationship is reviewed as a whole. 3) For each group, write a short summary covering key terms, money owed or due, renewal and termination dates, change-of-control or assignment clauses, exclusivity, and anything unusual. 4) Flag risks as high, medium or low, and for every point cite the document name and page or section it came from. 5) List missing documents I should request, such as a referenced amendment that isn't in the data room. 6) Produce a draft report with these sections: [paste your report format, or use: overview, key contracts, liabilities, employment, IP, open questions]. Do not guess: if a document is unreadable or a term is unclear, say so. Mark the whole report 'Draft for lawyer review, not legal advice'.