> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bigdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Example Workflow Templates

> Ready-to-use workflow templates for financial research and analysis

This page provides complete, ready-to-use workflow templates for common financial research scenarios. Copy and customize these templates for your own use.

## Credit Issuer Analysis

Comprehensive credit analysis for bond issuers:

```json theme={null}
{
  "name": "Credit Issuer Analysis",
  "description": "In-depth credit analysis for fixed income investors",
  "prompt": "Conduct a comprehensive credit analysis of {{ company_id }}.\n\nInclude:\n\n## 1. Business Profile\n- Industry position and competitive dynamics\n- Revenue composition and customer concentration\n- Management quality and strategy\n\n## 2. Financial Analysis\n- Revenue and EBITDA trends (3-year)\n- Leverage metrics (Debt/EBITDA, Net Debt/EBITDA)\n- Interest coverage and fixed charge coverage\n- Cash flow generation and free cash flow\n\n## 3. Liquidity Assessment\n- Cash position and revolver availability\n- Debt maturity schedule\n- Refinancing risk evaluation\n\n## 4. Credit Ratings\n- Current ratings from major agencies\n- Recent rating actions and outlook\n- Key rating sensitivities\n\n## 5. Risk Factors\n- Industry and business risks\n- Financial risks\n- Event risks (M&A, shareholder actions)\n\n## 6. Investment Recommendation\n- Relative value assessment\n- Spread view and catalysts\n- Key monitoring items",
  "expected_input": {
    "company_id": {"type": "rp_entity_id"}
  },
  "content_filter": {
    "any_of": [
      {
        "type": "DOCUMENT_TYPE",
        "document_types": [
          {"type": "TRANSCRIPT", "subtype": "Earnings Call"},
          {"type": "FILING"},
          {"type": "NEWS"}
        ]
      }
    ]
  },
  "research_plan": {
    "title": "Credit Analysis Framework",
    "steps": [
      {"description": "Research business model, industry position, and competitive landscape"},
      {"description": "Analyze financial statements and calculate leverage metrics"},
      {"description": "Assess liquidity position and debt maturity profile"},
      {"description": "Review credit ratings, recent actions, and agency commentary"},
      {"description": "Identify key risk factors and potential catalysts"},
      {"description": "Formulate investment recommendation with spread view"}
    ]
  }
}
```

## M\&A Transaction Analysis

Detailed analysis of merger or acquisition transactions:

```json theme={null}
{
  "name": "M&A Transaction Analysis",
  "description": "Comprehensive M&A deal analysis for event-driven investors",
  "prompt": "Analyze the {{ transaction_type }} transaction between {{ acquirer_id }} (acquirer) and {{ target_id }} (target).\n\n## 1. Transaction Overview\n- Deal structure and terms\n- Consideration (cash, stock, mix)\n- Premium to unaffected price\n- Timeline and key dates\n\n## 2. Strategic Rationale\n- Acquirer's motivation\n- Strategic fit and synergies\n- Combined company profile\n\n## 3. Financial Analysis\n- Valuation metrics (EV/EBITDA, P/E)\n- Synergy assumptions and credibility\n- Accretion/dilution analysis\n- Financing structure and leverage impact\n\n## 4. Regulatory Considerations\n- Antitrust review requirements\n- Geographic regulatory considerations\n- Expected timeline and risks\n\n## 5. Market Reaction\n- Stock price movements post-announcement\n- Analyst commentary and target prices\n- Spread to deal terms\n\n## 6. Risk Assessment\n- Completion risk factors\n- Integration risks\n- Key monitoring items",
  "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 terms, timeline, and deal structure"},
      {"description": "Analyze strategic rationale and synergy potential"},
      {"description": "Evaluate financial terms and valuation metrics"},
      {"description": "Assess regulatory path and approval requirements"},
      {"description": "Review market reaction and analyst commentary"},
      {"description": "Synthesize risk factors and investment implications"}
    ]
  }
}
```

## Supply Chain Geopolitical Risk

Analyze geopolitical risks affecting company supply chains:

```json theme={null}
{
  "name": "Supply Chain Geopolitical Risk Analysis",
  "description": "Assess geopolitical risks to company supply chains and operations",
  "prompt": "Analyze geopolitical risks affecting {{ company_id }}'s supply chain and operations in {{ region }}.\n\n## 1. Supply Chain Mapping\n- Key suppliers and manufacturing locations\n- Geographic concentration risks\n- Critical components and materials\n\n## 2. Geopolitical Risk Factors\n- Trade policy and tariff exposure\n- Regulatory and compliance risks\n- Political stability considerations\n- Sanctions and export control risks\n\n## 3. Current Developments\n- Recent geopolitical events impacting the region\n- Policy changes and announcements\n- Company statements and responses\n\n## 4. Mitigation Strategies\n- Diversification efforts\n- Alternative sourcing options\n- Inventory and logistics adjustments\n\n## 5. Financial Impact Assessment\n- Potential cost implications\n- Revenue exposure\n- Margin sensitivity\n\n## 6. Investment Implications\n- Risk-adjusted outlook\n- Peer comparison\n- Monitoring indicators",
  "expected_input": {
    "company_id": {"type": "rp_entity_id"},
    "region": {"type": "string"}
  },
  "research_plan": {
    "title": "Supply Chain Risk Analysis",
    "steps": [
      {"description": "Map company supply chain and geographic exposures"},
      {"description": "Identify geopolitical risk factors for the region"},
      {"description": "Research recent developments and policy changes"},
      {"description": "Analyze company mitigation strategies"},
      {"description": "Assess financial impact scenarios"},
      {"description": "Formulate investment implications and monitoring plan"}
    ]
  }
}
```

## Competitive Positioning Analysis

Evaluate company competitive position within its industry:

```json theme={null}
{
  "name": "Competitive Positioning Analysis",
  "description": "Comprehensive competitive analysis for fundamental investors",
  "prompt": "Analyze {{ company_id }}'s competitive position in its primary market.\n\n## 1. Industry Overview\n- Market size and growth dynamics\n- Industry structure and key players\n- Value chain and profit pools\n\n## 2. Competitive Position\n- Market share and trends\n- Key differentiators and advantages\n- Product/service comparison vs peers\n\n## 3. Competitive Moat Assessment\n- Brand and customer loyalty\n- Switching costs\n- Network effects\n- Cost advantages\n- Intangible assets (patents, licenses)\n\n## 4. Peer Comparison\n| Metric | Company | Peer 1 | Peer 2 | Industry Avg |\n|--------|---------|--------|--------|-------------|\n| Revenue Growth | | | | |\n| Gross Margin | | | | |\n| Market Share | | | | |\n| R&D Intensity | | | | |\n\n## 5. Competitive Threats\n- Emerging competitors\n- Technology disruption risks\n- Regulatory changes\n\n## 6. Strategic Outlook\n- Growth opportunities\n- Defensive positioning\n- Key success factors",
  "expected_input": {
    "company_id": {"type": "rp_entity_id"}
  },
  "research_plan": {
    "title": "Competitive Analysis Framework",
    "steps": [
      {"description": "Research industry structure and competitive dynamics"},
      {"description": "Analyze company market position and share trends"},
      {"description": "Evaluate competitive moat and sustainability"},
      {"description": "Compare key metrics against peers"},
      {"description": "Identify competitive threats and disruption risks"},
      {"description": "Synthesize strategic outlook and investment view"}
    ]
  }
}
```

## Quarterly Earnings Preview

Pre-earnings analysis for upcoming quarterly reports:

```json theme={null}
{
  "name": "Quarterly Earnings Preview",
  "description": "Pre-earnings analysis to prepare for quarterly reports",
  "prompt": "Prepare an earnings preview for {{ company_id }}'s upcoming quarterly earnings.\n\n## 1. Consensus Expectations\n- Revenue estimate and range\n- EPS estimate and range\n- Key segment expectations\n- Y/Y and Q/Q comparisons\n\n## 2. Key Metrics to Watch\n- Critical KPIs for this quarter\n- Segment-specific metrics\n- Forward guidance expectations\n\n## 3. Recent Developments\n- Material events since last quarter\n- Management commentary\n- Industry trends affecting results\n\n## 4. Analyst Sentiment\n- Recent rating changes\n- Target price movements\n- Bear case concerns\n- Bull case catalysts\n\n## 5. Historical Performance\n- Beat/miss history (last 4 quarters)\n- Stock reaction patterns\n- Guidance revision track record\n\n## 6. Trading Considerations\n- Options-implied move\n- Key levels to watch\n- Post-earnings scenarios",
  "expected_input": {
    "company_id": {"type": "rp_entity_id"}
  },
  "content_filter": {
    "any_of": [
      {
        "type": "DOCUMENT_TYPE",
        "document_types": [
          {"type": "TRANSCRIPT", "subtype": "Earnings Call"},
          {"type": "NEWS"}
        ]
      }
    ]
  },
  "research_plan": {
    "title": "Earnings Preview Framework",
    "steps": [
      {"description": "Gather consensus estimates and expectations"},
      {"description": "Identify key metrics and KPIs to monitor"},
      {"description": "Research recent business developments"},
      {"description": "Analyze analyst sentiment and commentary"},
      {"description": "Review historical earnings performance"},
      {"description": "Summarize trading considerations and scenarios"}
    ]
  }
}
```

## Using These Templates

### Create via API

```python theme={null}
import requests
from dotenv import load_dotenv
import os

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

# Copy one of the template definitions above
template = {
    "name": "Credit Issuer Analysis",
    # ... rest of template definition
}

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']}")
```

### Execute a Template

```python theme={null}
template_id = "your-created-template-id"

payload = {
    "template": template_id,
    "input": {
        "company_id": "D8442A"  # NVIDIA
    },
    "time_range": "last_90_days",
    "model_name": "pro"
}

with requests.post(
    "https://agents.bigdata.com/v1/workflow/execute",
    headers={
        "X-API-KEY": my_api_key,
        "Content-Type": "application/json"
    },
    json=payload,
    stream=True,
    timeout=180
) as r:
    r.raise_for_status()
    for raw_line in r.iter_lines(decode_unicode=True):
        if not raw_line or not raw_line.startswith("data: "):
            continue

        import json
        event = json.loads(raw_line[6:])
        delta = event.get("delta", {})

        if delta.get("type") == "ANSWER":
            print(delta.get("content", ""), end="", flush=True)
        elif delta.get("type") == "COMPLETE":
            print("\n\nComplete!")
```

## Customization Tips

1. **Adjust the prompt sections** to match your investment process
2. **Modify content filters** to focus on specific source types
3. **Update research plan steps** to align with your workflow
4. **Add or remove expected inputs** based on your needs
5. **Change output format** in the prompt (markdown, bullet points, tables)

## Next Steps

<CardGroup cols={2}>
  <Card title="Creating Templates" icon="file-code" href="/how-to-guides/workflows/creating_templates">
    Learn template anatomy and best practices
  </Card>

  <Card title="Research Plans" icon="play" href="/how-to-guides/workflows/execution_modes">
    Learn how research plans affect execution
  </Card>
</CardGroup>