Leaders get a researched brief on a new market, with the company's own numbers beside it

A leader asks the company assistant about a market, a customer or an acquisition. It searches and reads public sources, adds the company's own quotes and sales from its systems, and drafts a sourced brief for the leader to finish.

Used day to day by
  • Managing director
  • Strategy head
  • Export sales head

What the assistant uses here

Answers from your systems, within each person's access.

  • Channels Reaches people where they already talk
  • Analysis Runs the numbers as code and shows the working
  • Drafting Writes in the company's format, from its own material
  • Research Reads widely and links every finding to its source

How it runs with AI

The leader asks on Teams. The company assistant runs a research task: it searches and reads public sources, then pulls the company's own quotes from Salesforce and sales from SAP for the same market. It drafts a brief in the company's board paper format on SharePoint, with every claim linked to its source, and the leader writes the recommendation.

How it is done today

A question about a new market goes to a consultant or a busy analyst. The reading takes weeks, and the company's own experience in that market, its past quotes, wins and losses, rarely makes it into the paper.

How the assistant works here

Where people ask, what it draws on, and what comes back.

Where people ask

  • Microsoft Teams, step 1

Who asks

  • Managing director
  • Strategy head
  • Export sales head

What it draws on

Apps

  • Salesforce, step 3
  • SAP S/4HANA, step 4
  • SharePoint, step 5

Context

  • Product range, step 1
  • Markets served, step 1
  • Competitor names, step 2
  • Board paper format, step 5

What comes back

  • A brief with its sources, step 2
  • A chart with its working, step 4
  • A document in your format, step 5

How a request runs

  1. Step 1, the assistant: Takes a leader's research question on Teams

  2. Step 2, the assistant: Searches and reads public sources, and notes where each finding comes from

  3. Step 3, the assistant: Adds the company's own quotes and orders in that market from Salesforce

  4. Step 4, the assistant: Charts the market against the ones the company already sells in, from SAP

  5. Step 5, the assistant: Drafts the brief in the board paper format on SharePoint, with every source linked

The same flow works with the apps you use.

Who controls it

  • Access

    It runs with each person's own access, so it shows only what they could open themselves

  • Approvals

    The recommendation stays with the leader. The assistant prepares the facts and the first draft

  • Record

    Every claim in the brief links to its source, so the leader can check anything before relying on it

This fits you if

  • Leaders weigh up new markets, large customers or acquisitions
  • Your quotes and sales sit in systems such as Salesforce and SAP
  • Board papers follow a set format

What to watch for

  • Public sources vary in quality. The brief shows which findings rest on a single source

Read more

Talk to us about this for your company

Explore the company assistant
Book an intro