Quick Start: Setting Up Your First Investment Research Workflow in Salt
The promise of AI often feels distant from the day-to-day realities of getting work done. That's why I'm excited to share a concrete example of how Salt's AI workflows are transforming real business processes - starting with investment research.
Today's how-to demonstrates a powerful automated research workflow that showcases the unique capabilities of our platform. The workflow leverages three specialized AI models working in concert: a fast model for quick summaries, a strategic model for planning the research approach, and a comprehensive analysis model for detailed insights. Together, they create a research powerhouse that can analyze companies like Nvidia, Microsoft, or OpenAI in minutes rather than hours.
What makes this workflow particularly powerful is its flexibility and depth. Users can point the system at specific websites or local documents, provide additional context to guide the research, and - most importantly - receive output in multiple formats. Whether you need a quick summary for a meeting or a detailed report for deep analysis, the workflow adapts to your needs while maintaining consistency and accuracy.
The magic happens in our Investment Researcher node, which orchestrates these AI models to deliver structured, actionable insights. The output includes key financial metrics, recent performance analysis, market positioning, and growth opportunities - all formatted in clean, readable markdown that can be easily integrated into other tools and workflows.
But this workflow isn't just about investment research - it's a window into what's possible with Salt. The same principles of orchestrating multiple AI models, processing various data sources, and delivering flexible outputs can be applied to countless business processes. Imagine similar workflows for:
Competitive analysis and market intelligence
Customer feedback analysis and insight generation
Product research and development planning
Industry trend monitoring and reporting
We've made this workflow available as a template on our platform, so you can try it yourself and customize it for your specific need. You can modify the prompts, adjust the research parameters, or use it as inspiration for building your own automated workflows.
