On May 1st, Team DiligenceVault led a live session walking IR and RFP professionals through the practical side of AI adoption from building your first agent to deploying AI-powered autofill at scale inside DiligenceVault.
Key Takeaways:
- Context quality trumps context quantity. Loading every document into an LLM sounds appealing, but stale, conflicting, or irrelevant content degrades output. A curated, structured content library consistently outperforms a bulk upload.
- A good prompt should have at least four parts. The best results come from clearly defining the task, specifying what source context to use, setting constraints and rules, and declaring the output format. Most users skip at least two of these, closing that gap is the fastest way to improve AI output.
- Build in blocks, then connect. The session demonstrated how to start with single purpose building blocks: an investor research prompt, a peer scanner, an email drafter, each tested independently. Once reliable, they wire together into a multi step agent with a unified interface, all built conversationally inside an LLM.
- AI autofill needs guardrails. DiligenceVault’s autofill pulls from both Q&A libraries and unstructured source documents, flags high vs. limited confidence responses, surfaces source history with page level attribution, and routes limited confidence items directly to reviewers, keeping a full audit trail for compliance.
- The 85% signal. When polled, 85% of attendees expressed interest in a follow up virtual workshop to go deeper on agent building, confirming strong demand for hands on guidance. Stay tuned for the invite.
- Use AI within DiligenceVault: Activate AI on DiligenceVault before you join the AI hackathon/ workshop so you can get hands-on faster.
What Attendees Are Saying
“The high- and low-conviction indicators, along with the ability to revise responses in real time, will eliminate unnecessary back-and-forth and significantly streamline the process.”
— Webinar Attendee
“I found it very helpful, especially the examples around AI agents for investor research and the DiligenceVault workflow for DDQs/RFPs. I believe this could be a powerful tool for our team.”
— Webinar Attendee
We’ve now made the takeaways available for you: a quick guide on how to activate AI on DiligenceVault, starter prompt templates and a sample .md file based on the examples from the session, and detailed Q&A responses covering every question raised – including those we couldn’t address live. Access the full takeaways below