Automated Aggregation, Structured Briefings, And Audit-ready QA
We replaced a slow, manual multi-day research and reporting process with an AI-powered briefing pipeline designed to aggregate information, structure insights, and standardise output quality across client engagements. The platform was built to help consulting and research teams spend less time collecting and formatting data from CRM systems, financial sources, news feeds, and vendor platforms, and more time focused on analysis and decision-making.
Ptera implemented the AI infrastructure behind the workflow, combining automated data aggregation, AI-generated briefing creation, human review workflows, and audit-ready validation into a scalable research and reporting pipeline.
Challenge & Strategy
- Manual client-briefing reports were slow and labour-intensive across CRM, news, financial data, and vendor sources.
- Analysts spent most of their time collecting and formatting data rather than analyzing it, creating a throughput bottleneck.
Technical Approach & Integration
- Built a data-aggregation pipeline; generative LLM produced structured, multimedia briefings.
- Prompt engineering translated a complex research workflow into structured AI outputs, giving consultants complete, source-aware company research in a format built for immediate review, analysis, and client delivery.
- Client dashboard aligned to team roles/workflows; review interface for human QA, manual inputs, and full audit trail of AI output.
- Scalable architecture for additional research/report generation tasks.
