**Spreadsheet- Shares examples and actual results.**

Agent What to Expect What to Expect Example Use Cases Example Questions
Get Crunchbase Data Search and retrieve data from Crunchbase Tool pulls from Crunchbase. Enter the company name, brief description of company (this can be very simple, such as the industry or services it provides. This is simply to make sure the correct company is selected).
Data that can be fetched for a single company:
  1. Provide an overview of Sunrun, including revenue, number of employees, IPO status, stock symbol, and last funding round. 3.Provide the executive leadership of Sunrun.
  2. Provide an overview of investments that Apple has made in technology companies. 5.Provide a detailed overview of nVidia's funding history, both pre- and post-IPO.
  3. Provide an overview of Skydio, including website, logo, revenue, leadership, funding raised to date, and IPO status. | | Get 10-K Data | Search and retrieve data from 10-Ks | Finds the most recent SEC 10-K filing for a public company. Finds their most recent 10-K filing. Uses an LLM to analyze the data scraped from the section to answer our objective. | If company = listed on a USA Stock exchange: Any kind of single-company research question, so Company Research Industry / Market / Topic Research Email Customization help | 1. What is the most recent revenue of NVIDIA?
  4. What are the primary challenges facing NVIDIA?
  5. Help me understand how Pulte Group's revenues have changed in recent years and how the current housing market is impacting the company
  6. Provide a breakdown of PepsiCo's financial data by product line or business line.
  7. I want to understand how PepsiCo has performed in recent years, and which business lines have been most profitable. | | Identify Companies - Competitive Landscape | Identify companies for a competitive landscape project | This workflow is used to identify the competitors for a competitive landscape request based on only a client chat. It will first run the Clarify Competitive Landscape workflow automatically, pass its output into the Identify Companies workflow, and finally provide the final list of companies, including the ones provided by the client in the chat, in its output. | Pitch Prep/Company Research | 1. Find the competitors of Amazon in the ecommerce area,
  8. Identify Qualtech Research companies that have AI-based solutions and are primarily online services/solutions. Exclude specific companies already covered. --Run 2: ""Identify Qualtech Research companies, that have AI-based solutions and are primarily online services/solutions. Exclude Streetbees, Nexxt Intelligence, Getwizer, Native AI, Pecan AI, Qualtrics, Potloc, Voxpopme, Quid, Market Logic Software, and CivicScience's The InsightStore as these meet the criteria but were already covered.
  9. dentify the two key competitors in the hydropower industry in the U.S. and provide the revenue and market share for each. | | Targeted - Custom Agent | Run a generic targeted agent | When we want to find data for a single specific objective for a company that does not fall within the scope of the targeted agents for products & services, financial overview, target market, value proposition, competitive advantage, and press releases & major announcements, we can use this agent. This workflow can also be used as an alternative to the Research Agent workflow when we know what we are looking for, and research with fewer iterations would suffice. This does not require a chat (although we can provide a chat summary) but requires a single hardcoded objective as input. This agent is a part of the Competitive Landscape Job workflow; however, it can be used as a standalone agent, just like all other targeted agents. | Pitch / Call Prep, Contact Research Company Research Industry / Market / Topic Research /Email Customization | 1. Competitive landscape, company profile, SWOT: challenges for a single company. "What are xAI's key challenges in the current market?" (See results)2. Competitive landscape/company profile: subscriber numbers and breakdown for a single company. "How many subscribers does Hulu have, and how do they break down by subscription tier?" (See results)3. Competitive landscape/company profile: a detailed description of a company's global footprint. "How many offices does KPMG have globally, and what does the global distribution look like? (See results) | | Targeted - Financial Overview Agent | Run an agent specialized for Financial Overview objectives | This agent provides the financial data for a single company. It will look for revenue for the most recent year and, if applicable, total funding to date any additional financial data points provided in the objective. If information is not directly available, it will attempt triangulation. The agent prioritizes the most reputable data by utilizing the qa-10k-data tool (for public companies) and the crunchbase-data tool (for both public and private companies). If any requested data isn't available using those tools, it will search the company website and conduct a web search, as well as checking third party sources such as Zoominfo. | Company Research | Public companies: Provide the latest revenue of Tesla Inc. and specific areas the company has invested in recently. 2. Provide the financial overview of Apple Inc, including its investment position on AI integration and new tools. 3. How do Microsoft's recent revenue figures differ from the previous year and how is the company investing in AI technologies? 4. Private companies: Provide the revenue and funding information of Koch Industries. 5. What is the total funding value of Cargill? | | Targeted - Press Releases Agent | Run an agent specialized for Press Releases objectives | This agent identifies the most recent releases/major announcements from a single company with a one-sentence description. The agent prioritizes the press releases/announcements directly provided on the company website first. If not found, it will use other strategies, like the Crunchbase tool and looking at the overall web. It will find the number of press releases requested. If no quantity is specified, it will default to 3- 5. | If Company not listed on USA stock exchange, can be a decent substitute for the 10k tool for Company Research (especially recent initiatives)Research on innovations in/across a specified area | 1. What are the 10 most recent news, announcements or press releases from Anthropic? 2. What recent news, announcements or press releases has there been from Google, specifically regarding generative AI initiatives? 3. What are the most recent new product announcement releases from Samsung, specifically in the smartphone space? | | Targeted - Value Prop and Competitive Advantages Agent | Run an agent specialized for Value Prop and Competitive Advantages objectives | Describe what makes the company different/unique compared to the competition and the value a company promises to deliver to customers should they choose to buy their product. Provides this data for a single company. Competitive advantage data points may include:- What makes the product/service more desirable than a competitor's? Value proposition data points may include: tangible and intangible benefits the company delivers, what the company stands for, how the company operates, and the reason the product/service/company is best-suited for the customer. | Email Customization, Company Research, Pitch Prep | Public Companies: What is Amazon's competitive advantage, specifically in the web services space (i.e. AWS) 2. . Does CSR strategy figure into Pfizer's value proposition? Private Company: "What is the competitive advantage and value proposition of askwonder.com? | | Targeted - Target Market Agent | Run an agent specialized for Target Market objectives | This tool identifies and describes the main sector(s) or consumer segment(s) to whom a single company sells its products or services. Target market data points for entities may include, but are not limited to:- Entity size (e.g., small businesses, large enterprises, SMBs, startups)- Industry in which the entity operates- Entity location (e.g., US, EU, APAC)- Specific needs the product/service solves (e.g., pain points/challenges)- Key decision makers (e.g., department, job title) targeted by the entity Target Market data points for individual consumers may include:- High level demographics (e.g., age, gender)- Specific needs the product/service solves | Email Customization, Company Research, Pitch Prep | Tell me about P&G's target market(s) for each of their business units. What market(s) does OpenAI target, specifically for its ChatGPT product, and are there differences by geographic region? Who are Gauth's customers, and do they differ across different offerings? | | Targeted - Products and Services Agent | Run an agent specialized for Products and Services objectives | This agent identifies and describes the key products and services a single company offers. To identify the most relevant data from reputable sources, it prioritizes the qa-10k-data tool and searches the company's website directly. | Email Customization, Company Research, Pitch Prep | -What are the products and services of ExxonMobil in the United States? -How is Apple Inc planning to leverage Generative AI in its products/service stacks in the coming months? -What are the top 5 products/service stacks introduced by Apple in the past 12 months? -I want to understand how Microsoft's investment in OpenAI has opened new product and service opportunities to the former in terms of Generative AI leadership. -Include a list of key products from Microsoft that have benefitted from the partnership. -How is Google positioning itself with new product and service launches to compete in the GenAI-dominated industry with Microsoft as a front-runner? | | Web RAG | Run a single web RAG chain for each objective | This workflow will run a single round of web research on multiple objectives based on a client chat or hardcoded objectives. For each objective, at least 3 Google search queries are run. There is also a checkbox in the workflow to conduct a lighter version of Web RAG research, which will scrape lesser number of websites compared to the default Web RAG research. Findings are presented in a simple bullet-point format. | Great for gathering datapoints that you can weave into a narrative | | | Research Agent | Generate a research report for an objective | Run the Research Agent workflow when you want to research just one quick objective and get the final report for that objective.* For multiple objectives or entire chat, you will have to run Research OS - Agents | Pitch / Call Prep, Contact Research, Company Research Industry / Market / Topic Research, Email Customization | 1. Provide an overview of the global financial services industry"".
  10. Identify key technology trends in the US real estate market.
  11. Provide an overview of background information about the CEO of OpenAI, Sam Altman.
  12. Identify 10 best practices for social media marketing.
  13. What can you tell me about cryotherapy? | | Research OS - Agents | Generate a multi-part general research report via agents | This is the main workflow that generates the full client research reports. It is a chain of client chat or manually entered objectives, research agents, and other prompts. ResearchOS takes the client’s chat transcript or objectives as the initial input. From there, it breaks down the objectives the client wants us to complete and launches individual research agents for each. When all the research agents complete their individual research tasks after using their research tools, the final report is compiled. | Multi-pronged asks / Great when you don't know exactly what you're looking for. | "As the the main workflow that generates the full research reports, the output of this workflow is what we have traditionally seen in rOS reports/""instant insights"" generated for clients. It is capable of handling all multi-objective use cases. " | | Competitive Landscape Job | Generate a research report specialized for competitive landscapes | This agent runs a full competitive landscape report for up to 8 companies - from - From identifying the competitors, to running targeted AI agents for each category of data, through to putting data into a Google spreadsheet. | Find competitors for vendors. Look up a clients or prospects key competition | 1. Analyze Stibo, Tamr, Semarchy, and Sindigo's auto-population solutions within the data management and business intelligence market space and provide an overview of each company, funding, list of auto-population solutions, technical attributes, target audience, competitive advantages, competitive disadvantages, and key customers.
  14. Provide a competitive landscape of the following key players in the Generative AI space: NVIDIA, OpenAI, Microsoft, AWS, Accenture, IBM, Capgemini, Alphabet (Google). For each, provide: 1. Market share 2. Generative AI product offerings 3. Unique selling points 4. Competitive advantages 5. Press releases.
  15. Identify 2 key competitors in the hydropower industry in the U.S. and provide the revenue and market share for each. | | | | | | | | | | | | |