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This guide covers the anatomy of workflow templates and best practices for creating effective, reusable research workflows.

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Template Anatomy

A workflow template consists of:
FieldRequiredDescription
nameYesTemplate name for identification
promptYesResearch prompt with Jinja2 placeholders
descriptionNoHuman-readable description
expected_inputNoSchema defining required inputs
content_filterNoRestrictions on searchable content
research_planNoPredefined steps for structured execution

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Basic Template Structure

{
  "name": "Company Financial Analysis",
  "description": "Comprehensive financial analysis for any public company",
  "prompt": "Analyze {{ company_id }} from an investment perspective. Include financial metrics, competitive position, and growth outlook.",
  "expected_input": {
    "company_id": {
      "type": "rp_entity_id"
    }
  }
}

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Input Types

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rp_entity_id

Use for Bigdata entity identifiers (companies, ETFs, etc.): 
{
  "expected_input": {
    "company_id": {"type": "rp_entity_id"},
    "competitor_id": {"type": "rp_entity_id"}
  }
}
Entity IDs can be found using the Knowledge Graph API.

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string

Use for free-form text input: 
{
  "expected_input": {
    "topic": {"type": "string"},
    "region": {"type": "string"}
  }
}
Example prompt using string inputs: 
Research {{ topic }} trends in the {{ region }} market.
Focus on key players, regulatory changes, and investment opportunities.

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Content Filters

Restrict which sources the research uses:

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Filter by Document Type

{
  "content_filter": {
    "any_of": [
      {
        "type": "DOCUMENT_TYPE",
        "document_types": [
          {"type": "TRANSCRIPT", "subtype": "Earnings Call"},
          {"type": "FILING"}
        ]
      }
    ]
  }
}

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Filter by Source

{
  "content_filter": {
    "any_of": [
      {
        "type": "SOURCE_TYPE",
        "sources_ids": ["ABC123", "DEF456"]
      }
    ]
  }
}

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Exclude Specific Content

{
  "content_filter": {
    "none_of": [
      {
        "type": "DOCUMENT_TYPE",
        "document_types": [
          {"type": "NEWS"}
        ]
      }
    ]
  }
}

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Available Document Types

TypeSubtypes
TRANSCRIPTEarnings Call, General Conference Call, Investor Conference Call, etc.
TRANSCRIPT-PRESENTATIONSame subtypes as TRANSCRIPT
FILINGRNS-SEC-10-K, RNS-SEC-10-Q, RNS-SEC-8-K, etc.
NEWS(no subtypes)

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Research Plans

Add a research plan for structured, step-by-step execution: 
{
  "research_plan": {
    "title": "Comprehensive Credit Analysis",
    "steps": [
      {"description": "Gather company background and business model"},
      {"description": "Analyze recent financial statements and leverage metrics"},
      {"description": "Review credit ratings and analyst commentary"},
      {"description": "Assess key credit risks and mitigants"},
      {"description": "Evaluate liquidity and debt maturity profile"},
      {"description": "Formulate investment recommendation"}
    ]
  }
}
When a research_plan is provided, the agent follows your predefined steps for structured, predictable output. Without a plan, the agent dynamically determines research steps based on your prompt.

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Complete Example

Here’s a complete template for M&A transaction analysis: 
{
  "name": "M&A Transaction Analysis",
  "description": "Detailed analysis of merger or acquisition transactions",
  "prompt": "Analyze the {{ transaction_type }} involving {{ acquirer_id }} and {{ target_id }}. Include:\n\n1. Transaction overview and strategic rationale\n2. Financial terms and valuation analysis\n3. Synergy expectations and integration risks\n4. Regulatory considerations\n5. Market reaction and analyst views\n6. Impact on competitive landscape",
  "expected_input": {
    "acquirer_id": {"type": "rp_entity_id"},
    "target_id": {"type": "rp_entity_id"},
    "transaction_type": {"type": "string"}
  },
  "content_filter": {
    "any_of": [
      {
        "type": "DOCUMENT_TYPE",
        "document_types": [
          {"type": "NEWS"},
          {"type": "FILING"},
          {"type": "TRANSCRIPT", "subtype": "Special Situation, M&A and Other"}
        ]
      }
    ]
  },
  "research_plan": {
    "title": "M&A Analysis Framework",
    "steps": [
      {"description": "Research transaction details and timeline"},
      {"description": "Analyze deal terms and valuation metrics"},
      {"description": "Evaluate strategic fit and synergy potential"},
      {"description": "Review regulatory filings and antitrust considerations"},
      {"description": "Gather analyst reactions and market sentiment"},
      {"description": "Synthesize findings and outlook"}
    ]
  }
}

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Creating Templates via API

import requests
from dotenv import load_dotenv
import os

load_dotenv()
my_api_key = os.getenv('BIGDATA_API_KEY')

template = {
    "name": "Quarterly Earnings Preview",
    "description": "Pre-earnings analysis for upcoming quarterly reports",
    "prompt": """Prepare an earnings preview for {{ company_id }} ahead of their upcoming quarterly report.

Include:
1. Consensus estimates (revenue, EPS)
2. Key metrics to watch
3. Recent business developments
4. Management guidance and commentary
5. Analyst sentiment and price targets
6. Potential catalysts or risks""",
    "expected_input": {
        "company_id": {"type": "rp_entity_id"}
    },
    "content_filter": {
        "any_of": [
            {
                "type": "DOCUMENT_TYPE",
                "document_types": [
                    {"type": "TRANSCRIPT", "subtype": "Earnings Call"},
                    {"type": "NEWS"}
                ]
            }
        ]
    }
}

response = requests.post(
    "https://agents.bigdata.com/v1/workflow/templates",
    headers={
        "X-API-KEY": my_api_key,
        "Content-Type": "application/json"
    },
    json=template
)

created = response.json()
print(f"Created template: {created['id']}")
print(f"Name: {created['name']}")

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Best Practices

  1. Clear, specific prompts: Include numbered sections or bullet points for structured output
  2. Appropriate input types: Use rp_entity_id for entities to enable entity-aware search
  3. Content filters: Restrict to relevant document types for focused research
  4. Research plans: Add plans for complex, multi-step analyses
  5. Descriptive names: Use clear template names for easy identification
  6. Documentation: Add descriptions explaining the template’s purpose

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Next Steps

Research Plans

Learn how research plans affect execution

Example Templates

Ready-to-use financial analysis templates