> ## Documentation Index
> Fetch the complete documentation index at: https://docs.terrapinfinance.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Common workflows

> End-to-end recipes for the most common analyst tasks.

Step-by-step recipes for the tasks analysts run most often. If you find yourself doing the same sequence repeatedly and it isn't here, let us know.

<AccordionGroup>
  <Accordion title="Produce a tear sheet or financial summary for a single obligor">
    <Steps>
      <Step title="Open Deep Dive">
        Go to [Deep Dive](https://terrapinfinance.com/platform/deep-dive) (`/platform/deep-dive`).
      </Step>

      <Step title="Create a session">
        In the sidebar, enter the **CUSIP or entity name** and submit. A new session opens for that obligor.
      </Step>

      <Step title="Scope the documents">
        In the document filter bar, set **Years Back** to the horizon you want the tear sheet to cover. Confirm the "N documents selected" counter is greater than 0.
      </Step>

      <Step title="Ask the question">
        Type your question in the chat box, or type `/` and pick **run-prompt** to apply a saved [prompt template](/platform-guide/prompt-templates).
      </Step>

      <Step title="Export or follow up">
        When the answer is in, ask a follow-up or click **Export** to save as PDF or DOCX.
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="Produce tear sheets across every obligor in a watchlist">
    <Steps>
      <Step title="Author a prompt template">
        Open [Prompts](https://terrapinfinance.com/platform/prompts) (`/platform/prompts`). Pick an existing template (e.g. a standard financial-summary tear sheet) or create one with **Create Template** or by duplicating an existing template. Write the prompt body (sections, tables, definitions, instructions) and save with the check button on the bottom right.
      </Step>

      <Step title="Create the watchlist">
        Open [Watchlists](https://terrapinfinance.com/platform/watchlists) (`/platform/watchlists`). In the left sidebar, name the watchlist (e.g. *"Sector tear sheet"*), paste **one or more CUSIPs** for your target entities into the CUSIPs/entities field, and submit. Each CUSIP is resolved to its obligor.
      </Step>

      <Step title="Add an assignment">
        On the watchlist detail page, click **Add Assignment** and set:

        * **Type**: *Prompt Template*.
        * **Discovery Scope**: *By Obligor (all deals)* to cover every CUSIP under each obligor, or *By CUSIP (single bond)* to pin it to specific bonds.
        * **Template**: the template from step 1.
        * **Years Back**: 1 to 5, depending on how far back you want disclosures.
        * **Document Types**: keep *Official Statement* checked (required) and add *Disclosure document* for ongoing filings.
        * **Filing Types** (optional): narrow to annual financial, audited statements, quarterly/monthly, etc.

        Click **Add Assignment**.
      </Step>

      <Step title="Review the results">
        The backend pulls the matching documents and runs the prompt for every obligor. Within a few minutes the extracted results show up. Browse them on the watchlist page or in [Surveillance](/platform-guide/surveillance) filtered by watchlist or entity.
      </Step>

      <Step title="Stay current">
        When new disclosures land for any obligor in the watchlist, the assignment re-runs automatically and a new event appears. You don't have to do anything.
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="Use a prompt template in a Deep Dive session">
    <Steps>
      <Step title="Open Deep Dive">
        Open [Deep Dive](https://terrapinfinance.com/platform/deep-dive) (`/platform/deep-dive`).
      </Step>

      <Step title="Open or create a session">
        Create or open a session for the target obligor or CUSIP.
      </Step>

      <Step title="Scope the documents">
        Adjust **Years back**, **Disclosure types**, and **Include latest OS** in the filter bar so the template runs against the right corpus.
      </Step>

      <Step title="Run the template">
        Type `/` in the chat box and select **run-prompt**, then pick your template. A tag appears in the thread showing which template was run.
      </Step>

      <Step title="Iterate">
        Review the answer and its citations. If the scope wasn't right, change the filters and re-run. If the prompt itself needs work, tweak it on the **Prompts** page and re-run.
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="Track disclosure publications (with summaries) for every name in a watchlist">
    <Steps>
      <Step title="Open the watchlist">
        Open the target [watchlist](https://terrapinfinance.com/platform/watchlists).
      </Step>

      <Step title="Add a Document Publication assignment">
        Click **Add Assignment** and pick **Type = Document Publication**. Set the years-back window and submit.
      </Step>

      <Step title="Review new events as they arrive">
        Each time new disclosures land for any entity in the watchlist, a new event appears in [Surveillance](/platform-guide/surveillance). Each event includes a summary and key takeaways (all disclosure types from EMMA are covered). From an event you can:

        * Set a priority or mark it completed.
        * Drill into the disclosure with the **Deep Dive** button on the bottom right of the event box.
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="Compare metrics across every entity in a watchlist (Data Tables)">
    <Steps>
      <Step title="Open Data Tables">
        Go to `/platform/data-tables`.
      </Step>

      <Step title="Pick or create a prompt">
        Select an existing prompt-driven table from the sidebar or create a new one. The prompt describes the metrics you want, the years to cover, and any sector-specific instructions.
      </Step>

      <Step title="Preview on a sandbox">
        Click **Preview** to run the prompt against 3 sample CUSIPs from the watchlist. Tweak the prompt until the cells look right.
      </Step>

      <Step title="Apply to the full watchlist">
        Once the preview looks right, apply the prompt to the production watchlist. The platform extracts cells for every entity into a matrix you can sort, filter, and export.
      </Step>
    </Steps>

    See [Data Tables](/platform-guide/data-tables) for a deeper walkthrough.
  </Accordion>
</AccordionGroup>

## Writing prompts that work

For longer multi-document workflows (tear sheets, multi-year profiles, structured extractions), prompt quality matters more than anything else. See [Writing better prompts](/platform-guide/prompt-templates#writing-better-prompts).