Back to Dow Jones Factiva
Dow Jones Factiva logo
Dow Jones Factiva · Factiva, Inc.

AI agent workflow: Create a Dow Jones Factiva market intelligence agent

Build a research assistant that prepares company or industry intelligence for human decision-makers.

Workflow outcome

Convert trusted news coverage into a sourced briefing with themes, risks, and follow-up questions.

How an AI agent can convert trusted news coverage into a sourced briefing with themes, risks, and follow-up questions

This workflow gives an AI agent a defined job, a bounded set of records, and a result a person can review. The agent reads the relevant Dow Jones Factiva context, applies the rules in the prompt, and keeps the source behind every recommendation. It returns a proposed handoff rather than taking consequential actions on its own.

Can an AI agent convert trusted news coverage into a sourced briefing with themes, risks, and follow-up questions?

Yes. Start with the scope, date range, decision rules, and fields that identify the right records. The agent can collect the evidence, compare states or sources, mark conflicts and missing data, and organize the result around the outcome above. A reviewer then checks the matches and judgment calls before approving messages, record updates, bookings, purchases, publishing, or other write actions. The guide below shows the records, boundaries, prompt, and handoff needed for this specific workflow.

What this agent helps you do

A Factiva market intelligence agent helps teams monitor a company, sector, or theme without manually scanning every article. It can summarize developments and organize them into decision-ready themes.

When to use this workflow

Use it before executive briefings, account planning, competitive analysis, market entry research, or risk reviews. It is most useful when the output must be sourced and concise.

How Factiva gives the agent context

Connect the plugin and define search terms, entities, geography, sources, and timeframe. Ask the agent to cite the evidence it used and to separate confirmed reporting from implications.

Example starter prompt

Prepare a market intelligence brief for this company and its top competitors over the last 30 days. Summarize the major developments, risks, opportunities, and unanswered questions with source-aware notes.

Suggested workflow steps

Define the research scope, gather relevant coverage, cluster articles by theme, identify the most important changes, and rank follow-up questions for the human owner.

Expected handoff

The final brief should include an executive summary, sourced developments, risk and opportunity themes, and recommended next research. It can feed a memo, CRM note, or LatchLoop follow-up task.

Questions this workflow answers

Could an agent prepare a morning market brief that tells our leadership team what changed and what still needs checking?

Yes, provided the brief begins with a defined market question rather than an open-ended request for “everything important.” A useful assignment names the sector, companies, countries, time window, and decisions on the next leadership agenda. Factiva gives the agent a bounded body of business reporting. The agent can remove duplicate syndications, connect updates about the same company, and order developments by their relevance to that agenda.

For example, a team considering entry into a new region may need regulatory moves, distribution partnerships, plant openings, pricing changes, and competitor hiring. It probably does not need every earnings recap or executive quote. Put those inclusion and exclusion rules in the prompt. The agent should return the reporting date, outlet, headline, link, named entities, and a short passage or precise summary that supports each finding.

The briefing should make uncertainty easy to see. One report about a possible acquisition belongs under “unconfirmed developments,” not beside a completed transaction. Several publications may still trace back to one unnamed source. The agent can map that provenance and ask for another source instead of treating repetition as corroboration. It can also show when no recent coverage supports an assumption already present in an internal memo.

Ask for a final section organized around decisions: what changed since the previous brief, what may alter an existing plan, what requires a subject-matter owner, and what question should shape the next search. Leaders get a readable first page while researchers retain the evidence register underneath it. The agent drafts the brief; a research owner approves claims, removes noise, and decides which developments can be circulated beyond the original audience.

The brief should also identify when several headlines trace to the same original disclosure, so repetition is not mistaken for independent confirmation. That provenance note can materially change how a leadership team weighs an apparent trend.

Get Started

Build as fast as you can think.

LatchLoop works where you do to build with you.