Don't just "get Claude Cowork." This is terrible advice. Go sign up for a class where somebody can accelerate your learning on it. I did that process, and what I learned in bumbling around on YouTube and working in Claude Co-Work on my own over three months, I learned in one day in a class. Now I'm building enterprise-grade software systems on top of all of my existing systems to optimize everything I do and all of my business. Here is the class I used: redacted

One thing I would be careful about is jumping straight from prompts to automation without a proper context layer. Generic AI can be useful for research and summarization, but in acquisition search and due diligence, small mistakes can have a very large impact. If the model is reasoning over incomplete, messy, or unstructured information, the output can look confident while missing important details. The real leverage comes from pre-processing the data first: extracting the relevant numbers, clauses, entities, dates, obligations, customer/vendor details, add-backs, and inconsistencies from the actual documents. Once that structured context is available, AI can produce much more accurate analysis and workflows. We are building in this space at Kudra.ai: a due diligence platform that turns data rooms into structured, searchable intelligence layers for buyers, brokers, and operators. Happy to provide access if helpful as you explore this.