- Workforce role AI Equity Analyst Employee
- Vertical Finance
- Agents Syntic Earnings Specialist Agent + Syntic for Excel + Syntic for PowerPoint
- Capabilities Connector pulls, in-app handoffs, Skills
- Share Copy link
The request
The print drops after hours and the stock is moving. You've got the model in a folder somewhere, the release open in one tab, the transcript in another, and a PM meeting in the morning.
Your AI Equity Analyst Employee dispatches a Syntic Earnings Specialist Agent that pulls the earnings release and call transcript through the S&P Global connector, reads your model from the attached folder, and ships a brief — where your forecast was off, and which assumptions the transcript doesn't back up. You take that brief into Syntic for Excel to make the cell changes, then open the deck in Syntic for PowerPoint. The Excel-to-PowerPoint handoff carries the conversation, so the workforce already knows which cells you changed when you build the page.
The workforce handles the data pull and cross-referencing; you make the call on what moves.
"ACME just jumped 8% after hours — what's driving this? I need to update my model and ship a page for tomorrow's PM meeting."
Steps:
- Pull the earnings release and call transcript from S&P
- Read my model in the folder and flag where my forecast was off
- Tell me which assumptions the transcript doesn't support
- Ship a brief I can take into Excel — cell refs, what to change, why
"Show me the flags before I touch anything."
How the Analyst briefs the Agent
The Earnings Agent pulls earnings data through the S&P Global connector and reads your model from the attached folder — that's where the cross-referencing happens. Cell edits happen in Syntic for Excel with the workbook open, and the conversation carries into Syntic for PowerPoint so the deck build picks up where you left off.
What the Agent needs
Attach your portfolio folder with the model. Enable the S&P Global connector. Have Syntic for Excel and PowerPoint add-ins installed — that's where the cell edits and slide builds happen.
S&P Global. ACME valuation model XLSX. Prior PM deck PPTX.
What ships back to chat
A brief you can act on: what moved the stock, where your forecast was off, and the exact cells to look at when you open the workbook.
What moved the stock — Q4 FY26
- Revenue: $2.72B — beat $2.58B guide, $130M above your $2.61B forecast
- Adj. EPS: $2.05 — beat $1.90 Street
- Gross margin: 45.7% vs. your 42.4% implied — this is the driver
1 assumption to review
Assumptions!C7 — FY28E gross margin at 43.0%
Management didn't guide FY28 on the call. Baird asked about out-year margin durability; CFO said "2026 is an investment year, benefits build into 2027" — nothing past that. Your 60bp expansion in FY28E is your call, not theirs.
In your Excel workbook
With the Syntic for Excel add-in installed, paste this into the sidebar with the workbook open:
Q4 print: rev $2.72B (beat), GM 45.7% vs my 42.4%.
Flag on Assumptions!C7 — FY28E GM at 43.0%, mgmt didn't guide past FY27. Walk me through C7, then build best/base/worst scenarios on the margin range.
Once you've signed off on the cells, open the deck in Syntic for PowerPoint. The conversation carries from Excel, so the page build already knows what changed.
Follow-up dispatches
Keep the loop going — the Analyst dispatches new prompts as you work the model.
Compare to your forecast
Ask where the actual landed against what you had.
"oh ok how does the actual number compare to what I had in my model?"
Check an assumption against the call
See if management said anything that should move a specific cell.
"is my FY28 gross margin too aggressive? what did they actually say about out-year margins on the call"
Build scenarios in the workbook
In Syntic for Excel, once you've signed off on the assumptions.
"ok keep the 43% — build me best/base/worst around the margin range in a new Scenarios tab"
Tips for the workforce loop
Ask the Earnings Agent for an Excel-ready brief
End the session by asking for a one-paragraph brief with cell refs — that's what you paste into the Syntic for Excel sidebar. Tighter than scrolling back through chat.
Click the cell reference
When the Analyst flags Assumptions!C7 in the Excel sidebar, click it and Excel jumps to that cell. Check the number before you agree to change anything.
Excel to PowerPoint carries the conversation
When you open the deck in Syntic for PowerPoint, it already knows what you changed in Excel. You're not re-explaining the print or the thesis — just say "build me the page."
Save it as a Skill
Post-earnings is the same loop every quarter. Once the workforce loop works, save it as a Skill so the next print starts one click in.