What it does

Generate a full report according to your specifications.

The Summary Composer agent produces a written output a person can act on, rather than something they have to build by hand from scattered sources.

Composed from connected data

Reports draw on filings, transcripts, news, and your internal documents at once, read together through the entity master.

Sourced and checkable

Every claim carries a link back to the document it came from, so a report can be verified and stood behind.

On demand or scheduled

Generate a report now, or set it to refresh every quarter end or on a trigger such as a new filing.

Shaped to your format

Run the standard output, or customize the structure, sections, and emphasis to your house template.

How it works

From data to a finished document.

Report generation runs as an agent, in the ask mode or the automate mode.

1
Define the report

Describe the report you want, or start from a library template, and point it at a company, portfolio, or theme.

2
Orbit composes it

The agent draws on the structured and document layers, assembles the content, and attaches the sources.

3
Review and refine

Check any claim against its source, and adjust the structure or emphasis to your needs.

4
Schedule it

Set it to run on its own so the report arrives refreshed, every cycle, without restarting the process.

Where it fits

Part of one connected platform.

Report generation is one of the workflows in Orbit's use-case library, built from the same agents that power the rest of the platform. Pair it with monitoring so reports refresh as things change, or build it into a longer chained workflow in the Agent Builder.

See the use-case library
Report workflow from source intake through evidence review and draft analysis to a ready research report
75,000+
Companies covered
70M+
Documents processed per year
120
Countries
10+
Years of history

Dependable reports,
according to your specifications.

See Orbit compose source-cited research reports from your connected data. Arriving every morning in our inbox.