Sales Intelligence AI Employee

Ema's Sales Intelligence Assistant AI Employee helps sales and marketing teams create comprehensive, up-to-date intelligence reports on public companies. By combining web search capabilities with structured financial data aggregation, it delivers well-designed, source-backed documents that can be customized to match your brand's style guide.

Designed to empower customer-facing teams with fresh insights, this assistant delivers reports in a fixed format with financial charts, contextual commentary, and clear citations -- accelerating prep for sales calls, account planning, and executive briefings.

This workflow is instantiated by copy, so any updates to the template will not retroactively change existing AI Employees built from it.

Key Features

• Real-time market research -- Gathers the latest publicly available data on companies from financial sources and live web search, ensuring your team has current insights.
• Structured reports with charts -- Automatically generates clean, consistent documents with embedded financial charts, business summaries, and qualitative observations.
• Customizable document format -- Follows a predefined structure that can be adjusted to reflect your organization's preferred briefing or memo style.
• Style guide adherence -- Extracts fonts, colors, and formatting rules from your uploaded style guide to ensure every report looks on-brand.
• Explainable and trustworthy -- All data points and commentary are traceable via source links, giving sales teams confidence in what they are presenting.
• Multi-region coverage -- Supports public companies across geographies, expanding your sales team's reach with localized, relevant insights.

How to Use

1. Create Your AI Employee

Click Create AI Employee at the top of the template page.

2. Provide Document Template

Add a customizable response format in the query creator agent to define how the report should be structured.

3. Provide Style Guide

Upload your brand's style guide so Ema can automatically apply formatting, fonts, and layout rules to each report.

4. Enable and Test

Turn on your AI Employee. Use the chat to request company reports and check the output. Use "Show Work" to trace sources and formatting logic.

Example Queries

1. Create a report on Salesforce Inc.
2. Give me the latest financials and stock trends for Alibaba.
3. Generate a company brief on Siemens with charts.
4. What are the recent market moves of Spotify?

Benefits

• Empower sales with data -- Equip sales teams with real-time, accurate, and visually engaging intelligence on prospects and customers.
• Create high-quality outputs -- Deliver polished, professional reports that match your organization's branding.
• Accelerate sales prep -- Save hours of research by automating company profiling and briefing creation.
• Build trust with clients -- Cite every insight with sources so sellers can present confidently and credibly.

Supported File Formats

• DOCX (style guide and template)
• PDF
• Public web content (via search or URL crawl)
• Financial databases and news feeds (automatically queried)