AlphaSense Workflow Agents

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

• Use AlphaSense Workflow Agents to Automate Research
• How to Access AlphaSense Workflow Agents
• FAQs

Use AlphaSense Workflow Agents to Automate Research

AlphaSense Workflow Agents are AI-powered tools that manage end-to-end research workflows, automating tasks that traditionally require manual effort. These agents generate high-quality deliverables such as deep research reports, pitch decks, memos, tables, and slides with a single click. 

By integrating premium external content (e.g., broker research, expert call transcripts, filings, news) with your internal documents, Workflow Agents deliver comprehensive, AI-assisted research. 

Benefits of Using AlphaSense Agents:

• Save time by automating manual, repetitive processes.
• Increase productivity by focusing your time on strategic analysis.
• Simplify decisions by automating end-to-end workflows.

Want to go further? Learn how Custom & Scheduled Agents let you tailor research workflows to your needs.

How to Access AlphaSense Workflow Agents:

You can launch AlphaSense pre-built workflow agents from the following locations:

Access Workflow Agents from Generative Search

• Open Generative Search
• Scroll to the Workflow Agents section
• Toggle AlphaSense Agents on or click See All to browse available agents
• Select an agent to launch your workflow

Access Workflow Agents from Company Profiles

• Open a Company Profile
• Scroll to the Workflow Agents section
• Click View All to see available agents
• Select an agent to launch your workflow

Access Workflow Agents from the Workflow Agent Library

• Open the Workflow Agent Library.
• Use filters to sort agents by category or type.
• Select an agent to launch your workflow.

After you select an AlphaSense Workflow Agent:

• A confirmation message will appear at the bottom of the screen.
• You can navigate away and AlphaSense will continue processing your request.
• When your workflow is complete, you’ll receive:
  • An in-app notification
  • An email alert

Note: You can run up to 10 Agents at the same time.

How to Leverage M&A Screener (Deal Agent)

• Open Screener from the lefthand toolbar.
• Hover over a row in the Mergers & Acquisitions table.
• Click the Summarize Deal button.

FAQs

Can I schedule Pre-Built AlphaSense Agents?

• No. Scheduling is only available for Custom Agents. 

Can I schedule a workflow from our existing library of Workflow Agents?

• No. Workflow agents in the library cannot be scheduled — if you want to schedule one of the workflows in the library, you will have to recreate it as a custom workflow.