Bulk Q&A Answers skill for Datasite deal rooms. Use this skill whenever a sell-side deal team wants to answer multiple buyer questions at once, generate AI draft responses from VDR content, produce a Q&A tracker spreadsheet, or build a Q&A management dashboard. Triggers include: "answer the Q&A", "draft responses to buyer questions", "process the question list", "generate Q&A tracker", "answer all questions", "bulk answer", "Q&A management dashboard", "respond to diligence questions", or any request to systematically work through a list of buyer questions using data room content as the source. Use this skill proactively whenever a buyer has submitted questions and the deal team wants AI-assisted drafting. Do not use for individual one-off questions outside a structured Q&A process. Do not draft answers from general knowledge — all responses must come from the data room.
Document Quality Check skill for Datasite deal rooms. Use this skill whenever a deal team wants to audit document quality before going live to buyers. Triggers include: "check document quality", "flag bad documents", "find password protected files", "check for blank documents", "PII check", "redaction review", "find corrupted files", "document audit", "quality check the data room", "are there any blank or broken files", "check for unredacted personal data", or any request to verify that documents in the data room are complete, accessible, and safe to share. Use this skill proactively before a data room goes live. Do not use for renaming files (use smart-file-renaming) or for identifying missing sections (use gap-analysis).
Data Room Gap Analysis skill for Datasite deal rooms. Use this skill whenever a sell-side deal team wants to audit what is missing, sparse, or incomplete in their data room before going live to buyers. Triggers include: "run a gap analysis", "what's missing from the data room", "check the data room coverage", "flag empty folders", "what haven't we uploaded yet", "data room readiness check", "find gaps before we go live", "are all the contracts in there", "check we have everything", or any request to assess completeness of the data room by section. Use this skill proactively whenever a deal team is preparing to launch a data room and wants to know what still needs to be uploaded or organised. Do not use for document quality issues such as PII or redaction (use document-quality-check), or for drafting Q&A responses (use bulk-qa-answers).
Information Request List (IRL) Tracker skill for Datasite deal rooms. Use this skill whenever a deal team wants to compare VDR content against a buyer's information request list, track document delivery status, or build a due diligence tracker dashboard. Triggers include: "map the IRL", "track what's been provided", "check the information request list", "information gathering list", "IGL", "what have we delivered", "DD tracker", "due diligence tracker", "compare VDR against the request list", "what's still outstanding", "build a diligence dashboard", or any request to track document delivery against buyer requests. Use proactively whenever a buyer has submitted a request list and the deal team needs to manage and track responses. Do not use for overall data room structural gap analysis — use gap-analysis for that.
Launch Readiness Orchestrator skill for Datasite deal rooms. Use this skill whenever a deal team wants a single pre-go-live readiness check across their data room — combining gap analysis, document quality audit, and risk review into one consolidated "is the room ready?" view. Triggers include: "are we ready to go live", "launch readiness check", "pre-launch audit", "data room readiness", "can we launch", "is the data room ready", "run a full readiness check", "go-live checklist", "pre-launch checklist", or any request to get a single overall assessment before opening the data room to buyers. Use proactively whenever a deal team is approaching their go-live date and wants a structured sign-off view. Do not use other individual audit skills (gap-analysis, document-quality-check, risk-analysis-audit) when this skill is active — this skill orchestrates all three in one pass.
Risk Analysis Audit skill for Datasite deal rooms. Use this skill whenever a sell-side deal team wants to audit, review, or flag risks across a data room before going live. Triggers include: "run a risk audit", "flag risks in the data room", "risk review", "what are the risks in this deal", "audit the data room", "risk analysis", "flag issues before we go live", "what should we fix before launch", or any request to analyse deal risk by workstream (Tax, Finance, Legal, HR, IP, Commercial, Regulatory, ESG). Use this skill proactively whenever the user is preparing a data room for launch and wants a structured view of what might concern a buyer. Do not use for document quality issues like PII or redaction (use document-quality-check), or for identifying missing sections (use gap-analysis).
Smart File Renaming skill for Datasite deal rooms. Use this skill whenever a deal team wants to standardise document names, clean up scanned file names, normalise naming across similar document types, or improve the professionalism of the data room before going live. Triggers include: "rename the files", "clean up the file names", "standardise naming", "the file names are a mess", "fix the document names", "rename scanned documents", "make the naming consistent", "tidy up the data room", or any request to improve, clean, or normalise document naming across a Datasite project. Never apply any rename without explicit user confirmation. Do not use for document quality or PII checks — use document-quality-check for that. Never rename files without explicit user confirmation.
VDR Index Setup skill for Datasite deal rooms. Use this skill whenever a user wants to create, propose, design, or set up a Virtual Data Room (VDR) index or folder structure for a deal. Triggers include: "set up a data room", "create a VDR index", "build a deal room structure", "prepare the index", "set up the fileroom", "I need a data room for [deal/company]", or any request to organise or structure documents for due diligence. Also triggers when a user wants to replicate an existing deal room structure or import an index from a spreadsheet or reference deal. This skill MUST be used whenever the user is starting a new deal room or wants to customise the folder hierarchy before documents are uploaded. Do not use to audit or review an existing data room — use gap-analysis, document-quality-check, or risk-analysis-audit for that.