Organise documents for audit preparation
Workflow: Analyse and produce.
Information to use
The audit checklist, agreed scope and selected supporting documents.
Output
An evidence index mapping reviewed documents to checklist items, source locations, apparent gaps and follow-up questions.
Capabilities to enable
Batch document extraction and structured output. M365 Tools retrieves accessible SharePoint files. Consolidate results against the checklist after document-level processing.
Example prompt
Review these documents against the supplied audit checklist. Prepare an evidence index with supporting references. Distinguish evidence found from evidence requiring confirmation and list follow-up questions.
Review and access
The audit owner confirms relevance and sufficiency. A gap in the reviewed set means further evidence may be needed; it does not establish a compliance failure.
