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Document Analysis & Evidence AI Prompts

Give a document review a specific purpose. These prompts help frame questions about contracts, financial data, RFPs, research papers and executive reports. Supply the relevant document through your chosen tool and check that citations refer to passages actually available.

How to use these prompts

  1. Choose a template and open Preview & customise.
  2. Fill the named fields with your details and check the completed draft.
  3. Copy it into your preferred AI tool, or sign in to prepare a Chat draft in Ortivo.

Copying is free and does not call an AI. Generating an answer requires your own configured provider or an available trial. Review important facts and every draft before use.

10 starter prompts in Documents & evidence

Documents & evidence

Contract Risk & Redline Extractor

Review the attached contract where we are {{our_role}} under {{governing_law}} with {{risk_tolerance}} risk tolerance. Flag uncapped liabilities, unilateral termination rights, au…

Suggested: Document Reader + Compare
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Review the attached contract where we are {{our_role}} under {{governing_law}} with {{risk_tolerance}} risk tolerance. Flag uncapped liabilities, unilateral termination rights, auto-renewal traps, IP assignment overreaches, and propose exact redline wording with page/clause citations.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Documents & evidence

Financial Statement & Spreadsheet Anomaly Audit

Analyze the attached financial dataset for {{reporting_period}}, focusing on {{focus_lines}}. Identify period-over-period outliers, margin compressions, formula inconsistencies, o…

Suggested: Document Reader (XLSX/CSV)
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Analyze the attached financial dataset for {{reporting_period}}, focusing on {{focus_lines}}. Identify period-over-period outliers, margin compressions, formula inconsistencies, or working-capital divergences, and list 5 pointed questions for the finance team.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Documents & evidence

RFP Requirement & Compliance Matrix

Extract every mandatory technical, security, and commercial requirement from the attached RFP (due {{submission_deadline}}). Map each requirement into a table against {{our_capabi…

Suggested: Document Reader (PDF/DOCX)
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Extract every mandatory technical, security, and commercial requirement from the attached RFP (due {{submission_deadline}}). Map each requirement into a table against {{our_capabilities}}, marking status as Fully Met, Partially Met, or Gap, with exact page references.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Documents & evidence

Research Paper Methodology & Validity Critique

Critically evaluate the attached research paper for application to {{application_context}}. Audit its sample size, statistical power, confounding variables, and external validity,…

Suggested: Document Reader (PDF)
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Critically evaluate the attached research paper for application to {{application_context}}. Audit its sample size, statistical power, confounding variables, and external validity, and state clearly whether its conclusions justify operational action.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Documents & evidence

Policy & Regulatory Text Diff Analyzer

Compare the attached policy document against {{previous_policy_summary}} for {{affected_department}}. Highlight every substantive addition, tightening of rules, removed exemption,…

Suggested: Document Reader
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Compare the attached policy document against {{previous_policy_summary}} for {{affected_department}}. Highlight every substantive addition, tightening of rules, removed exemption, and new reporting obligation with passage citations.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Documents & evidence

Earnings Call & Transcript Signal Extractor

Analyze the attached transcript for {{company_name}} with focus on {{watch_topics}}. Separate scripted remarks from unscripted Q&A evasions, identify shifts in management tone, an…

Suggested: Document Reader / Website Reader
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Analyze the attached transcript for {{company_name}} with focus on {{watch_topics}}. Separate scripted remarks from unscripted Q&A evasions, identify shifts in management tone, and extract every quantifiable guidance figure mentioned.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Documents & evidence

Board Deck & Report Executive Distiller

Distill the attached document into a 1-page briefing for {{target_exec_role}} preparing to decide on {{key_decision_needed}}. Summarize the core thesis, top 3 supporting data poin…

Suggested: Document Reader
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Distill the attached document into a 1-page briefing for {{target_exec_role}} preparing to decide on {{key_decision_needed}}. Summarize the core thesis, top 3 supporting data points (with page citations), unresolved risks, and recommended next steps.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Documents & evidence

CSV / Excel Dataset KPI Narrative Builder

Inspect the attached spreadsheet ({{dataset_description}}) tracking {{primary_kpi}} against our target of {{target_threshold}}. Summarize top-performing segments, underperforming …

Suggested: Document Reader (XLSX/CSV)
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Inspect the attached spreadsheet ({{dataset_description}}) tracking {{primary_kpi}} against our target of {{target_threshold}}. Summarize top-performing segments, underperforming cohorts, and data quality gaps without extrapolating beyond the provided cells.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Documents & evidence

Vendor SLA & Security Addendum Check

Audit the attached SLA and security documentation against our required {{uptime_requirement}} uptime and {{data_classification}} data handling rules. Verify incident notification …

Suggested: Document Reader
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Audit the attached SLA and security documentation against our required {{uptime_requirement}} uptime and {{data_classification}} data handling rules. Verify incident notification windows, service credit caps, sub-processor disclosures, and exit data-deletion guarantees.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Documents & evidence

Complex Legal / Technical Jargon Translator

Translate the attached document into clear, plain English for {{target_audience}} who need to understand {{action_required}}. Preserve exact obligations, deadlines, and conditions…

Suggested: Document Reader
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Translate the attached document into clear, plain English for {{target_audience}} who need to understand {{action_required}}. Preserve exact obligations, deadlines, and conditions while eliminating dense legalese, citing original section numbers in brackets.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.