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deal-team-summary

Aggregate diligence findings into tiered summaries for deal teams.

1|Updated Jun 27, 2026
Search Tags:#summary generation#diligence#matter context#findings reporting#deal team
One-click install
npx skills add https://github.com/bomday/projetao-tatico --skill deal-team-summary-bomday
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: deal-team-summary
Source: https://github.com/bomday/projetao-tatico/tree/main/claude-for-legal/corporate-legal/skills/deal-team-summary
Command: npx skills add https://github.com/bomday/projetao-tatico --skill deal-team-summary-bomday

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill automates the creation of comprehensive, tiered summaries of diligence findings for the deal team, reducing the time spent on manual synthesis and enabling more informed decision-making.

Core Features & Use Cases

  • Tiered Summaries: Generates summaries tailored for different audience levels (executive, deal lead, working team).
  • Automated Extraction: Extracts material findings and categorizes issues without manual analysis.
  • Use Case: For a deal closing, the skill provides an executive summary with top issues and action items, while a team member would get detailed information across all findings.

Quick Start

Run /corporate-legal:deal-team-summary <tier> to generate a summary for a specific audience tier.

Frequently Asked Questions about deal-team-summary

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate diligence findings reporting for different deal team audiences?▼

Automate diligence findings reporting by configuring a matter-specific context that aggregates and formats extracted material issues into targeted summaries for each audience tier.

What is the best way to generate tiered summaries for a corporate deal team?▼

The best way to generate tiered summaries is to run a tiered summary command that processes matter-specific configurations to produce tailored briefs for executive, deal lead, and working team levels.

Can I create separate deal team summaries for executives and working team members?▼

Yes, you can create separate summaries by specifying the audience tier, which adjusts the output to provide executives with top issues and the working team with detailed findings.

How does automated extraction categorize material findings for deal team reporting?▼

Automated extraction categorizes material findings by processing external data sources within a matter-specific context, formatting the extracted issues without requiring manual analysis.

Do I need matter-specific configuration to generate deal team summaries?▼

Yes, you need matter-specific configuration and external data sources, as the summary generation depends on this context to accurately aggregate and format the diligence findings.

When do I need to use tiered summaries for diligence findings?▼

You need tiered summaries when a deal closing requires distributing comprehensive findings to different audience levels, ensuring each tier receives the appropriate depth of information.

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