Data Room Indexing with Claude Code: SKILL.md Template
A production playbook for data room indexing in cross-industry operations using Claude Code: skill.md template, run-scoped inputs, logs, typed results, and artifacts.
Audience: Deal teams and diligence operators
The problem
Deal teams and diligence operators need data room indexing to run repeatedly against folders of PDFs, spreadsheets, and evidence files. In cross-industry operations, the pain is not one good answer; it is repeatability, auditability, exception handling, and evidence that survives handoff.
Implementation path
Put the operating procedure in SKILL.md, keep examples beside the skill, attach folders of PDFs, spreadsheets, and evidence files per run, and let Argo turn the folder into a repeatable Claude Code execution.
Tradeoffs and failure modes
A skill folder is less flexible than an open chat, but it gives the product a versioned workflow that can be tested and rolled back. For data room indexing, the practical test is whether a second run can be debugged, retried, and consumed by a product without reading the raw agent transcript.
SKILL.md starter
# SKILL.md
You run data room indexing using Claude Code.
Read only /skill/.argo/inputs.
Write artifacts to /skill/output/artifacts.
Return argo.result.v1 with body.type = "data_room_indexing".
Run this on Argo