AI Due Diligence Data Room: 15 Prompts for Claude and ChatGPT (2026)
With SendNow's MCP server connected, you can run a due diligence data room by typing instead of clicking. This page gives you 15 prompts that build the room, gate folders, issue a separate link per buyer, track who opened what and revoke access, plus the exact tool each prompt calls and the plan it needs. The assistant manages and measures the room; it does not read the files inside it. Connect once at share.sendnow.live/mcp with OAuth, then paste the prompts. Data rooms start at $19/month.
AI Due Diligence Data Room: 15 Prompts for Claude and ChatGPT (2026)
What is an AI due diligence data room?
An AI due diligence data room is a secure document room that you operate through an AI assistant. Instead of using a dashboard to create folders, set an NDA and check engagement, you describe what you want and the assistant carries out the steps in the data room through MCP. The room itself is a normal gated room your counterparties open in a browser.
New to the setup? Read how to connect Claude and ChatGPT to a data room with MCP first, then come back. For the data room basics, see what is a virtual data room and our due diligence data room page.
The 15 prompts at a glance
| # | Goal | Tool called | Plan |
|---|---|---|---|
| 1 | Find your files | list_documents | Any |
| 2 | Create the room | create_microsite, get_microsite | Rooms plan; NDA needs Pro |
| 3 | Add a late file | get_microsite, update_microsite | Rooms plan |
| 4 | Gate one folder | update_microsite | NDA needs Pro |
| 5 | Read back settings | get_microsite | Rooms plan |
| 6 | One link per buyer | create_secure_link | Any |
| 7 | Restrict to a firm | update_link_security | Business |
| 8 | Watermark viewers | update_link_security | Business |
| 9 | Passcode and view cap | update_link_security | Any |
| 10 | Room activity | get_microsite_analytics | Rooms plan |
| 11 | Buyer detail | list_links, list_link_viewers | Any |
| 12 | Who to chase | list_link_viewers | NDA data needs Pro |
| 13 | Compare documents | get_document_analytics | Any |
| 14 | Revoke a bidder | revoke_link | Any |
| 15 | Check limits | get_account_profile, get_account_usage | Any |
How should you word prompts for a data room?
Four habits make these prompts reliable:
- Name files and folders exactly. "Financial model 2026" beats "the model".
- Say the rules in the same message. NDA, downloads, expiry, who can enter.
- Ask for a read-back. End with "then show me the settings". The assistant calls
get_micrositeand you can check it. - Start restrictive, loosen later. You cannot take back a download.
Prompts to build the room
1. Find your files first
"List my documents with 'diligence' or 'financial' in the name."
Tool: list_documents (search). Plan: any. Use this so you and the assistant agree on which files exist before building.
2. Create the room
"Create a data room called Project Atlas. Sections: Financials (financial model 2026, cap table), Legal (draft term sheet, articles), Product (pitch deck, roadmap). Require email verification and an NDA, turn downloads off, expire on December 31, then show me the settings."
Tools: create_microsite, then get_microsite. Plan: a plan that includes data rooms (from $19/mo); NDA needs Pro or above.
3. Add a late file to a section
"Add the audited 2025 accounts to the Financials section of Project Atlas, after the financial model."
Tools: get_microsite, then update_microsite. The assistant reads the current order first and writes the updated list, so it does not drop existing items. Plan: data rooms plan.
4. Tighten one folder only
"In Project Atlas, put Legal behind its own passcode and an NDA, and leave the other sections as they are."
Tool: update_microsite with folder-level gating. Plan: NDA needs Pro or above.
5. Read back the settings
"Show me every security setting on Project Atlas in a table."
Tool: get_microsite. Plan: any with rooms. Do this before you send the link to anyone.
Prompts to give each buyer their own link
6. One link per buyer
"Create a separate secure link to the Project Atlas deck for each of: Alpha Capital, Birch Partners, Cedar Group. Label each one. Require email verification, downloads off, expire in 14 days."
Tool: create_secure_link (three calls). Plan: any. Separate links are what make buyer-level tracking possible.
7. Restrict a link to a firm
"Make the Alpha Capital link open only to people with an @alphacapital.com email."
Tool: update_link_security with allowed emails. Plan: Business.
8. Stamp viewers on every page
"On the Birch Partners link, add a dynamic watermark with the viewer's email and the date."
Tool: update_link_security with dynamic watermark. Plan: Business. A watermark makes any leaked page traceable to a person.
9. Cap and passcode a sensitive file
"Put a passcode on the cap table link and limit it to 3 views."
Tool: update_link_security. Plan: any.
Prompts to see who is engaged
10. Room-level activity
"Who visited Project Atlas this week, and which visitors came back more than once?"
Tool: get_microsite_analytics. Plan: any with rooms.
11. Buyer-level detail
"For the Alpha Capital link, list every viewer with time spent, completion and whether they downloaded."
Tools: list_links, then list_link_viewers. Verified-email sessions are named people; start there.
12. The follow-up list
"On each buyer link, who signed the NDA but completed less than 25% of the document? List them."
Tool: list_link_viewers (NDA signature status and completion percentage). This is the question that tells you who to chase.
13. Compare documents
"Which file in Project Atlas has the highest completion rate, and which has the lowest?"
Tool: get_document_analytics per file. Plan: any. Check key numbers in the dashboard before you quote them to the board. Background on the metrics is in document analytics and closing deals with document intelligence.
Prompts to close the process
14. Cut off a bidder without losing the record
"Revoke the Cedar Group link."
Tool: revoke_link. Plan: any. Revoking switches the link off immediately and keeps the view history. Prefer it to deleting, which is permanent.
15. Check limits before a big upload
"What plan am I on and how much storage is left before I upload 3 GB?"
Tools: get_account_profile, get_account_usage. Plan: any. For large files the assistant can also hand you a one-time browser upload link.
What can the assistant not do?
Be clear-eyed about the limits:
- It does not read your documents. No tool returns file text, so it cannot answer "what does clause 14 say". It builds, secures and measures the room.
- It cannot override your plan. NDA and screenshot blocking need Pro. Allowed viewers and dynamic watermarks need Business. The assistant tells you when something is unavailable.
- It can slip on numbers. Verify analytics in the dashboard.
- Deletion is permanent. Prefer revoke.
How do you keep a deal process safe when AI is involved?
Use the controls that apply regardless of who clicks the buttons: email verification and NDA at entry, folder-level gating for sensitive sections, a separate labelled link per buyer, expiry on everything, and a watermark on Business. The assistant adds speed, not new risk, provided the server is built carefully. Our MCP security checklist covers what to test. For the sell-side workflow, see the NDA gate and security pages.
Can ChatGPT or Claude run a due diligence data room?
They can operate one through MCP: create the room, set NDA and download rules, issue links, read analytics and revoke access. They do not read or summarize the documents inside it.
Which prompt should I start with?
Start with prompt 1, then 2, then 5. That finds your files, builds the room and shows you the settings before anyone else sees it.
Do these prompts work in both Claude and ChatGPT?
Yes. The prompts are plain language, and both connect to the same MCP server. Connection details differ slightly; see the AI and MCP page.
Can I give each investor or buyer a separate link?
Yes. Prompt 6 creates one labelled link per recipient so you can see exactly who opened what.
How much does an AI data room cost?
Connecting the assistant works on any SendNow plan. Data rooms start at $19/month, and some security settings need Pro or Business. See pricing.
Sources
- SendNow, AI integrations and MCP
- SendNow, State of Document Engagement 2026
About the Author: Rifana Hameem
Rifana is the founder of SendNow. She leads the team in building secure, compliant, and analytics-rich document sharing tools for finance and professional teams worldwide.
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