This prompt reads through a document or number of documents, specifically legal or financial in nature, and creates a list of potential issues or red flags in the documents in a table format.
How Can I Use This Prompt?
- Open this prompt in Macro.
- Attach at least one document you want the prompt to analyze to the chat.
- Review the second numbered list in the prompt (beginning with “1. Financial Covenants”) and add any topics you want the AI to review
- Send the chat to receive a table output
How Can I Modify This Prompt to…
- Give me an executive summary instead of a table?
- Change “create an issues list for this document as a table with at least the following columns” to “create an executive summary that could be handed off to a senior leader of a team that covers the most important information from:”
- Work for non legal or financial documents?
- In the first sentence, tell the prompt what kind of job you want it to perform instead of legal or financial, such as “author” or “researcher”.
- Modify the second numbered list in the prompt (beginning with “1. Financial Covenants”) to include areas you know are most likely to be an issue. If you aren’t sure, simply remove that list entirely.
Note: This prompt pairs well with our Key Terms Extractor - General prompt. Give that one a try, too!
Prompt
Acting as a legal or financial associate with an incredible eye for detail and extremely deep domain knowledge, create an Issues List for this document as a table with at least the following columns:
1. Issue Description
2. Location of Issue (section, page number, citation, etc.)
3. Quote from contract DIRECTLY
4. Status/Resolution Plan
5. Priority Level (do this based on your domain expertise)
6. Responsible Party for Resolution (do this based on your domain expertise)
When looking for issues, make sure to cover at least the below topics, but be sure to add more based on your domain knowledge and the content of the document:
1. Financial Covenants
2. Security Arrangements
3. Event of Default Provisions
4. Representations and Warranties
5. Conditions
6. Precedents
7. Payment terms and mechanisms
etc.
It's important not to miss ANYTHING, and is better to include more information than less.