If you’ve read recent headlines, you’ve probably noticed no one can quite agree on what an “AI agent” is. Depending on who you ask, it might mean a chatbot, a personal assistant, or a specialized automation tool. The reality is: We’re still in the early days. The agentic future is coming fast, but right now, most business leaders just want to know, what can these tools actually do for me today?
At AlphaSense, we’re investing heavily in the future of agentic technology. But, our philosophy is simple: The value of an agent isn’t in the label, it’s in the workflows it can complete. Can it generate a company primer in minutes? Can it surface a market landscape for diligence? Can it build the first draft of pitchbook slides so teams can focus on strategy instead of formatting?
That’s the idea behind Workflow Agents: purpose-built, one-click workflows designed to deliver the outputs our clients rely on every day. By focusing on tangible deliverables, Workflow Agents cut through the noise and give our users what they need most: time back to think, decide, and act.
What are Workflow Agents?
Like the name implies, Workflow Agents in AlphaSense are pre-built, end-to-end workflows that transform hours of manual research into minutes. Instead of starting with a blank page or carefully crafted prompts, users can launch a Workflow Agent with a single click and receive a polished, decision-ready output.
Each Workflow Agent is designed around a specific job-to-be-done. For an investment banker, that might be generating a company profile or ideating on an M&A target list. For a private equity analyst, it could mean launching a diligence scan of a niche sector. For a corporate strategist, it might be running a market trend analysis to spot adoption signals.
These specialized agents are built on the foundation of Deep Research, 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.
The result is not just faster research, but an entirely new way of working — where the time between idea and execution shrinks to near zero.
Key Use Cases
Workflow Agents don’t just answer questions; they complete the tasks that research-driven teams depend on to win deals, spot opportunities, and make smarter decisions.
Some of our most-used workflows include:
- Company Profile Slides: Automate the process of creating company overview slides for pitchbooks and internal education — standardized using your firm’s own templates.
- Industry Primers: Generate an overview of a market with key players, supply dynamics, macro trends and impact, plus more.
- M&A Idea Gen: Brainstorm potential acquisition strategies and targets.
- Meeting Prep: Create a briefing with key background about a company and questions to ask management.
- Weekly News Roundup: Summarize the week’s most critical and relevant news about a company, industry, or topic.
What’s Next?
Workflow Agents are just the beginning. Today, they deliver instant value by completing the most common and time-consuming research workflows. But the potential goes much further.
We’re investing in a future where agents become:
- Even more specialized: tailored to niche industries, asset classes, or strategic use cases
- Collaborative: working together in sequence, where one agent builds the foundation, another adds context, and a third delivers a polished output
- Customizable: giving users the ability to create their own agents, infused with proprietary data and unique workflows, to reflect the way they work
With a 500+ person AI R&D team leading the way, AlphaSense is pushing beyond the hype to make agents not just smarter, but truly indispensable. Our goal is simple: Empower our clients with AI that doesn’t just keep pace with their work — but accelerates it.
See Workflow Agents in action. Request a trial and experience how one click can take you from idea to execution.
