Choosing the Right Slide Creation Workflow for Your Research
AlphaSense supports end-to-end research and deliverable workflows, from surfacing insights and synthesizing analysis, all the way to producing client-ready slides and reports. This article covers the various ways to create slide deliverables in AlphaSense.
- Building Slides from a Generative Search Response
- Building Slides from Scratch (No Prior Search Needed)
- Scheduling Automated Slide Deliverables with Agents
- Creating Slides from a Workspace
- Template Support (Coming Soon)
- Citations
Building Slides from a Generative Search Response
If you've been researching a topic in Generative Search and want to turn your results into a presentation, you can build slides directly from any response. Look for the Build Slides button at the bottom of your Generative Search output to get started.
This is useful when you've had a research conversation, feel confident in the output, and want to package it as a deliverable without starting from scratch.

Building Slides from Scratch (No Prior Search Needed)
You can also prompt Generative Search to create slides directly, without first conducting a back-and-forth research session. Some examples of what you can ask:
- "Prepare a one-slide briefing on the most important macroeconomic trends influencing the fast casual restaurant industry, focusing on consumer spending, inflation, and labor costs."
- "Create a single-slide summary of all expert calls related to [company watchlist] discussing GLP-1 drugs."
- "Build a 10-slide deck pitching Robinhood as an attractive acquisition target."
You can be specific about the number of slides, topics to cover, structure, and formatting preferences.
To get started:
- Select the Slides button.
- In the prompt field, describe the slide you want — include the topic, focus areas, and any formatting preferences (e.g., one slide, bullet points, executive summary).
- Press the Up Arrow (or Enter) to run your prompt.
- Review the slide output in the canvas on the left.
- To make changes, type your revisions directly in the prompt field and run again.
Scheduling Automated Slide Deliverables with Agents
Once you have a slide prompt you use regularly, you can turn it into a scheduled agent. For example, a monthly GLP-1 expert call briefing slide can be set to run automatically and delivered to your inbox on a schedule you define. This is particularly useful for recurring briefings or team updates.
To set this up, save your slide prompt as an agent and configure the scheduling options, including document date range and delivery day.
Creating Slides from a Workspace
If you organize your research in Workspaces, for example, by client, deal, or due diligence project, you can create slides directly from the documents within a workspace. You can instruct AlphaSense to reference only documents in that workspace, or to draw from the full AlphaSense content library.
Template Support (Coming Soon)
Template support is a top priority on the product roadmap. Once available, you'll be able to upload a firm or client template (or a style guide) into Generative Search, and slide outputs will be generated in that template automatically. Watch for an announcement when this becomes available.
Citations
All slides generated in AlphaSense include inline citations linked to source material at the sentence level. You can click any citation to be taken directly to the source document within AlphaSense.
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