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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).

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.

Cash conversion cycle, earnings quality, and working capital deep-dive

Bottoms-up unit economics decomposition for any public company

Quick one-page company overview and snapshot

Interactive supply chain dashboard mapping suppliers, customers, and financial interdependencies

Verify Daloopa MCP connection and show available skills

Generate a professional Word document research note

Precedent M&A transactions analysis with deal multiples and acquisition history

Initiate coverage — generate both research note (HTML) and Excel model (.xlsx)

Auto-detect biggest acceleration/deceleration inflections across all metrics

Cross-company industry comparison across multiple tickers

Generate an institutional-grade investment banking pitch deck (HTML)

Track management guidance accuracy over time for a given company

Full earnings analysis with guidance tracking for a given company

Pre-earnings preparation report for the night before a company reports

Rapid first-read earnings flash for a given company

Discounted cash flow valuation with sensitivity analysis

Trading comparables analysis with peer multiples and implied valuation

Build an industry comp sheet Excel model with deep operational KPIs

Deep dive into capital deployment, buybacks, dividends, and shareholder yield

Bull/bear/base case scenario framework for a given company

Build a multi-tab Excel financial model

Write up vulnerabilities from disclosure documents, rough notes, supplied findings, PoCs, source code, or Codex Security scan output into polished, self-contained, source-backed reports. Use for one vulnerability or a disclosure campaign; a Codex Security scan is optional.

Use when Codex is already in the validation phase of a security scan or the user explicitly asks to determine whether one or more candidate security findings are valid. Do not use as the primary trigger for full PR, commit, branch, patch, or repository scans.