Workflow Agents

Work smarter using curated workflows built with our most powerful AI features

• What are Workflow Agents?
  • Slide Generation Agent
• How to Access Workflow Agents

What are Workflow Agents?

Workflow Agents are AI-driven tools within AlphaSense that orchestrate entire research tasks and processes from start to finish, automating cumbersome workflows to save you time and boost productivity.

Here are some core Workflow Agents within AlphaSense:

• Company Primer - conduct a deep dive on a particular company
• Top Questions for Experts - Summarize common Q&A about a company
• Customer Insights - Summarize key customer opinions and feedback
• Competitive Positioning Analysis - Evaluate a company’s standing relative to its key competitors

Slide Generation Agent

Transform research insights into polished, client-ready presentations—saving hours and elevating every deliverable.

Key Features:

• Create Client-Ready Decks in Minutes: Instantly generate complete, polished presentations from deep research outputs, no manual copy-paste or formatting needed.
• Integrate Seamlessly with Your Templates: Automatically populate your firm’s branded layouts or custom templates. Every slide aligns with your internal standards and meets client expectations.
• Free Up Time for High-Value Work: Reduce drafting time by over 50% per deal. Let analysts and associates focus on valuation, narrative building, and client strategy, not repetitive formatting.

How to Access Workflow Agents

1. Go to Doc Search and enter a company name in the Companies / Ticker Search Bar.
2. Open the Company Profile page. Look for the “Workflow Agents” section.
3. Click “View All” to see the full list of available workflows.
4. Browse and filter workflows to find one that fits your use case.
5. Select a workflow agent to start the process.

After selecting a workflow, a confirmation message will appear at the bottom of your screen indicating that your request is being processed. You can leave the page. AlphaSense will notify you once your workflow is complete and ready to view. You will also receive an email notification.