Think back to the last time you had to create a multi-company report to review updates from your competitors, portfolio companies, or watchlists. You’re individually searching for the same information for each company, trying to remember the exact wording that previously yielded the right results, tediously reading through every document in hopes that the surfaced information is relevant, and then manually compiling everything into the right format. And when you’re finally finished, you realize you’ve spent hours — if not days — recreating the same report, week after week.
At AlphaSense, we understand that the real work kicks in after that: when the information is analyzed, decisions are made, and deals are won. That’s why we’re introducing customizable Workflow Agents. These are intelligent agents you can configure to run your most important research workflows automatically, consistently, and at scale.
When we launched our Workflow Agents — a library of pre-built, end-to-end workflows — you got a taste for how our platform can streamline common tasks. Now, with custom Workflow Agents, you have full control to personalize and automate the workflows that power your day-to-day. Turn manual processes into simple, one-click flows that understand the complexity of your needs, delivering the right output, in the right format, day after day.
What are Custom Workflow Agents?
Custom Workflow Agents transform time-consuming, manual processes into automated, repeatable workflows for creating deliverables across topics, companies, industries, and markets.
For an investment banker, this might look like building an agent that understands and finds the specific deal criteria needed to build a buyer profile. Rather than doing that manually for each new deal, they can run their customized agent with one click.
These specialized agents are built on Generative Search technology, which uses advanced planning, searching, and iterating techniques to produce expert-level analysis that would typically take an analyst days or even weeks to complete. And we take that a step further, giving you the option to let our system improve your prompt, so you can become an expert without having to become an expert prompt writer. Using this foundation, these agents can be configured to:
- Break down a complex objective into a structured research plan
- Pull from AlphaSense’s premium qualitative and quantitative data
- Apply the same logic, scope, and criteria every time it runs
- Produce a consistent, reviewable output
Instead of prompting from scratch, you define how the work should be done and let the agent handle execution.
For repeated deliverables, like weekly competitor reports or monthly portfolio company updates, set your agent to run on a schedule. Insights can be delivered to your desk, before you even start your day.
Built for Real World Workflows
With Workflow Agents, you can get from idea to deliverable in minutes, consistently. By automating tedious tasks, Workflow Agents give you back valuable time, so you can move faster on new opportunities, spot important market changes, and make better-informed business decisions.
Here are just a few of the ways teams can leverage Workflow Agents:
- Company and leadership profile agents that only pull the unique information needed, helping consulting teams get up to speed on a new client more quickly
- Investment committee memo agents that understand what information private equity committees want to see and deliver it in a presentation-ready format
- News roundup agents that deliver pre-built reports straight to investor relations analysts’ inboxes on a pre-set schedule, ensuring they can always stay ahead of potential issues
- Targeted watchlist update agents that help corporate development teams keep track of their targets with minimal effort, while ensuring they don’t miss any crucial information
What’s Next?
To make the time you spend researching easier, faster, and more reliable, we’re continuing to invest in Workflow Agents so they can do more for you, like:
- Ability to share Workflow Agents: Create one custom agent and share it across your team, so anyone can leverage common, standardized one-click workflows.
- Event-based triggers: Create a custom agent that automatically sends you an update when a new document is published, preempting your needs.
- Custom agent templates: Use a template to build your own agent, so you can spend more time getting answers and less time building.
As research complexity increases and timelines compress, the teams that win won’t just find information faster — they’ll operationalize intelligence better.
Customizable workflow agents are a foundation for that future: one where your best research processes are built once, improved over time, and run whenever you need them.
Want to see how custom Workflow Agents work? Register for our upcoming webinar to see how to build one-click workflows that take you from idea to deliverable in minutes, or request a trial to try it for yourself today.
