Investor relations preparation
Assemble cited performance context, anticipated questions, and draft responses for IR review.
What this workflow does
Assemble cited performance context, anticipated questions, and draft responses for IR review. It produces a source-linked draft, validates it against policy, and keeps publication or system updates behind an explicit approval.
What you gain
Approved IR preparation book
What the AI agent changes
How this worked before
Templates could merge known fields, but they could not understand source documents or adapt the draft to exceptions.
What the AI agent changes
The agent reads source material, drafts the right version for the case, cites evidence, and leaves the final send or write to a person.
Agent trigger
An earnings, board, or investor meeting enters the preparation window.
Inputs
- Process context: approved financials, disclosures, prior Q&A, and market research
- Approved policies, ownership, and exception rules
Agent flow
- 1
Assemble the current source material, template, and policy version.
- 2
Draft only claims that can be linked to allowed evidence.
- 3
Prepare cited talking points and likely-question drafts and mark every unresolved exception.
- 4
Publish or write back only the approved version.
Human decisions
After step 3
The accountable process owner approves cited talking points and likely-question drafts.
Outcome
- Approved IR preparation book
- Evidence, exceptions, and audit trail
Guardrails
- Never publish, send, or post without the named approval.
- Keep templates, policies, and source timestamps visible to the reviewer.
Risks and mitigations
Unsupported claims can enter a customer-facing or regulated record.
Attach evidence to material claims and block approval when citations are missing.
Sources and evidence
Sources establish feasibility or impact. Not every metric comes from an identical implementation.