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🤖 Due Diligence Research Automation with AI

Vet a company or partner with an AI agent team that gathers public records, summarizes findings, and flags risks — compiling a structured diligence brief in a fraction of the time.

  • Event-triggered
  • 100+ integrations
  • Branching logic
  • Schedule + monitor
UNIT · TASKADE.FLOW4 STEPS

How this flow runs

When

Every Week

Schedule

Then 1

Search Web

Media

Then 2

Agent

Records Reviewer

Ask Agent · Taskade AI

Knows
your schema and required fields
Remembers
every record it has corrected

Then 3

Create Project

Taskade

This agent carries its knowledge and memory between runs, and can call your other automations as its own tools. How custom agents work

Build this flow with AI

Opens the builder with these steps already described. Free to start, no card.

Help deal and finance teams decide with confidence by running each target through an agent team that researches, summarizes, and flags risk.

What's Included

  • Gathering agent: Collects public filings, news, and company data.
  • Analysis agent: Summarizes financials, reputation, and key facts.
  • Risk agent: Highlights red flags and open questions.
  • built-in tools: Web search, file analysis, and data extraction.

How To Use

  1. Trigger the workflow when a new diligence request starts.
  2. Add gathering, analysis, and risk agents to the team.
  3. Define the company, scope, and the brief format you need.
  4. Review the compiled report and dig into flagged areas.

Start with research agents or see more multi-agent automations to connect collection, analysis, and risk review into one process.

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