Generate UK M&A research, pitch decks and briefs from Slack using Anthropic and Google Docs/Slides

Finance Research Analyst for Boutique M&A Agencies

This workflow acts as a junior finance research analyst for a UK boutique M&A or corporate finance team. It listens for Slack messages, classifies the request, gathers company or market data, and produces structured outputs in Google Docs, Google Slides, Google Sheets, and PostgreSQL.

It supports three user intents:

- Research this company X - Prepare pitch materials for X - Industry briefing on vertical X

The workflow is designed for internal team use. It is not intended to send client-facing materials automatically without human review.

Why This Template This template shows how a junior research analyst LIVE job and some of the key responsibilities might be automated with help of AI. 120+ junior analyst roles are live in London right now. This template does most of what they do.

What This Template Does

1. Company Research