Workflow
Custom Analyst Report
Build firm-specific report workflows with your section structure, evidence standards, and review gates while keeping analyst voice and methodology intact.
House research formatsClient-specific deliverablesSector primersBoard-ready briefings
Impact report
Running✓Context
✓Competition
03Analyst reviewYou approve
04Assemble
Evidence
Revenue grew 18% YoY
10-Qp.4
New EU data region
PressMar 3
Margin pressure flagged
NoteInternal
Pipeline
Workflow structure
- 01Custom outline
- 02Evidence collection
- 03Structured drafting
- 04Review checkpoints
- 05Export and distribution
Time saved
Varies by template
Typical inputs
Internal templatesClient briefsPrimary researchLicensed dataAnalyst notes
Outputs
Branded reportEvidence appendixReview logReusable workflow template
Workflow FAQ
Can we preserve our firm's writing voice?+
Yes. Workflows guide structure and evidence without replacing analyst judgment or tone.
How do we roll out a new custom workflow?+
Clone an existing template, adapt sections, and publish to your team workspace with required review gates.