Analyst workflow platform

The control plane for source-grounded AI analysis.

OpenAnalyst gives enterprise teams one place to discover decision workflows, attach evidence, draft recommendations, review outputs, and improve the next run.

OpenAnalyst review interface with generated decision pages and approval context
Review surface Every workflow keeps the source evidence, recommendation, caveats, owner, and approval state visible.
Discover Build Attach Evidence Review Approve Improve Discover Build

Platform loop

Structure the platform around the questions a reviewer asks.

The platform is not a generic agent console. It is organized around the real decision sequence: what are we deciding, what evidence matters, what does the analyst recommend, and who has approved it?

01

Discover the workflow

Rank opportunities by business value, source readiness, decision frequency, and reviewer ownership.

02

Build the analyst route

Define the prompt, template, evidence map, caveat rules, hold conditions, and output format.

03

Attach the evidence

Connect dashboards, documents, spreadsheets, campaign history, CRM notes, and prior decisions.

04

Review the recommendation

Move the output through draft, held, approved, reopened, or published states with an accountable owner.

05

Improve the workflow

Use reviewer feedback to improve templates, prompts, evidence requirements, and rollout priorities.

Capabilities

Everything exists to make the recommendation defensible.

Decision route library

Turn repeated growth, revenue, product, and analytics questions into reusable workflow templates.

Evidence maps

Show which sources were used, which were missing, and which assumptions affect the recommendation.

Review states

Track draft, held, approved, reopened, and published outputs without losing the decision history.

Private and public output paths

Separate internal source evidence from public-safe pages, executive memos, and operational briefs.

Quality feedback loop

Use reviewer notes, approvals, and rejection reasons to improve future analyst runs.

Enterprise source boundaries

Define what data can be used, what stays private, and when a recommendation must remain on hold.

Production use cases

Use the platform where the team already has decision friction.

Growth measurementReview GA4 readiness, attribution caveats, tracking quality, and reporting confidence.
Paid mediaDiagnose creative performance, account signal quality, budget movement, campaign holds, and recovery paths.
Lifecycle revenueReview email revenue, segment quality, message angle fit, offer proof, and campaign calendar changes.
Executive reportingCreate recommendation memos with evidence, caveats, owners, next actions, and approval state.

Workflow standard

Every analyst output should answer the same review questions.

Evidence

What did we check?

Source systems, documents, metrics, benchmarks, prior decisions, missing inputs, and confidence limits.

Decision

What should happen next?

The recommended action, hold condition, owner, caveat, and reason the recommendation is ready or not ready.

Review

Who approved it?

The reviewer, approval state, notes, reopened questions, and final artifact that moves forward.

Platform walkthrough

Map one decision into the platform loop.

Bring a real workflow. We will map the decision, evidence, analyst route, review gate, and approved output.

Book a workflow mapping call