- Enterprise h2oGPTe reads annual reports, earnings releases and investor material and answers from the passages it finds, with the source shown for every point.
- An agent in H2O AI Super Agent can research a public company website and answer a set list of questions, citing the numbers it finds there.
- Your analysts review each point against its source and add the judgment that goes to leadership; the work that moves is the reading and the first draft.
- The same question set repeats each quarter, so you can compare this quarter's priorities against the last.
Spend less of the quarter reading, and more of it thinking
Before every planning cycle, board paper or competitor review, your strategy team reads annual reports, earnings releases, investor decks and websites. A single annual report can run to hundreds of pages, and the priorities sit spread across the letter, the segment review and the notes.
The reading is slow, and it repeats every quarter. By the time a summary is ready, the next release is often already out, and the analysis your leaders asked for gets less time than the collection work that came before it. Many teams never get past the collection stage at all, because the reading keeps growing faster than the team.
How a strategic insight summarizer works
Step 1: Load your documents
Add annual reports, earnings releases and investor material to a private collection in Enterprise h2oGPTe.
Step 2: Ask a structured question
Ask the assistant to summarize a company's strategic priorities for the year, list two or three achievements under each, and suggest two or three opportunities.
Step 3: Get a cited draft
A large language model writes a grounded answer from the passages it found in your documents, with the references shown alongside each point.
Step 4: Extend the research to the open web
An agent in H2O AI Super Agent can read public web pages you name and answer a set list of questions, citing the numbers it finds as it goes.
Step 5: Review and publish
Your analyst checks each point against its source, edits the draft and adds the judgment that goes to leadership.
Keeping the research where it belongs
Your documents and your questions can stay inside your own environment, in any of four deployment options: on-premises, air-gapped, private cloud or cloud. That matters when the reports you are reading are not yet public, or when the questions themselves are competitively sensitive.