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We designed this workflow to bring together 5 agents, each building on what came before. You provide your context, and the workflow delivers a comprehensive result that no single agent could produce alone.

What you receive

Synthesizes inputs for strategic planning by gathering market and competitive intelligence, collecting internal priorities and constraints, analyzing performance patterns, generating strategic options, and creating a comprehensive planning brief. The final deliverable integrates insights from every agent in the sequence, shaped by your preferences and grounded in your connected data.

How it works

Your Research Analyst starts by working on the foundation — gathers market context, competitive updates, and industry trends to inform strategic planning with external perspective. Then your Department Update Collector picks up — collects strategic priorities, capacity constraints, and planning inputs from each department. Then your Data Interpreter picks up — analyzes performance data to identify patterns, trends, and insights relevant to strategic planning. Then your Strategic Advisor picks up — synthesizes external and internal inputs into strategic options with clear trade-offs and recommendations. Finally, your Report Writer brings everything together — creates comprehensive strategic planning input document with external summary, internal assessment, options, and data gaps. Each agent inherits the context from the previous step, so the analysis builds and refines as the workflow progresses. You receive one comprehensive deliverable at the end.

When to use this workflow

When you need to prepare quarterly strategic planning input package, this workflow handles it end to end. It also works well when you need to synthesize annual planning inputs across departments.

Research Analyst

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Data Interpreter

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Strategic Advisor

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