AI Due Diligence Data Room Index Organizer

WHAT IT DOES

AI Due Diligence Data Room Index Organizer is a specialized AI agent that transforms document lists, file inventories, and due diligence material descriptions into clear, structured data room indices. When you provide a list of documents, a file inventory, or a description of your due diligence materials, the agent organizes and suggests a logical index structure. It returns exactly three focused sections: "Top-Level Index Categories" ranking the five most important categories for the index by priority, "Critical Documents & Document Types" ranking the five most critical documents or document types to include by importance, and "Organization Tips & Best Practices" ranking the five most important organizational tips by effectiveness. The output is capped at 1,024 tokens, ensuring a concise, actionable index. This is a draft index only—review and customize for your specific due diligence needs.

HOW TO USE

Open the agent in BotSurf. Paste your data room document list, file inventory, or materials description into the input box. You can also select text directly from the page and click "Use Page Selection" to populate the input automatically. Click "Organize Index" or press Ctrl+Enter (Cmd+Enter on Mac) to submit. The agent processes your input through the AI connector and displays a structured data room index with categories, critical documents, and organizational tips. The panel is designed for quick review—no account creation is required beyond your BotSurf subscription. The agent retains no memory of past conversations; each index is independent.

WHAT IT SENDS

The agent sends exactly the text you enter into the input box (or the text you select from the page) to the AI model. No additional metadata, page content, cookies, or browser history is transmitted. The text is truncated to a maximum of 6,000 characters before sending; longer inputs are clipped and marked as truncated. Usage logs record the count of runs for billing purposes only—they do not store, log, or retain the content of your submissions or the model's responses. The agent runs entirely in your browser; the AI connector handles the request securely. No data is shared with third parties.

SUBSCRIPTION

This agent is available for $19.99 per month with a 7‑day free trial. Each subscription includes 100 runs per month—one run per index organization. Unused runs do not roll over. You can cancel anytime from your BotSurf account settings. The free trial starts automatically when you first use the agent; no upfront payment is required until the trial ends.

THE PANEL

The overlay panel is fully draggable via its title bar and remembers its position using BGAI.setState. It snaps to the nearest edge when dragged within 40px of any screen boundary. The panel collapses to a minimal header when not in use and expands on hover or click. Pressing Escape temporarily dismisses the panel until you navigate to a new page or manually reactivate via the BotSurf toolbar. The panel includes a text input area, toolbar buttons (Organize Index, Use Page Selection, Clear), and a results area that displays the structured index.

PLEASE NOTE

AI can be wrong. Always verify critical information with your document list and consult with legal professionals before finalizing your data room index. This tool provides a draft index only and does not constitute professional legal advice. The agent is not a substitute for professional legal counsel, due diligence management, or document review. Data room structures and due diligence document requirements vary by transaction type, jurisdiction, and industry—the agent's index is based on the details provided and general best practices. Run counts are deducted from your monthly allowance regardless of output quality; ensure your input is complete and accurate before submitting.