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AI agent for investor relations managers

Earnings Call Q&A Prep Agent

A ranked Q&A book with checked answers

CreatingFinancePR and communicationsManagement
See how it worksGet access
Earnings Call Q&A Prep Agent: what goes in, what the agent does and what you get

What it does

Executives want no surprises on an earnings call, but preparing every likely question takes IR teams days. Two weeks before the call, this agent reads analyst notes, last quarter's transcript, peer calls and news, and lists likely questions by topic and analyst. Questions asked by three or more analysts last time and topics raised by peer news this week rank highest. It drafts answers from approved messaging and the release. It then checks that each answer uses only disclosed information and matches the release figures. If an answer needs information that is not yet public, it flags it for legal and rewrites it. The IR manager and executives approve every answer. Edge case: a peer cut guidance this week, so the agent adds a question on demand.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Call in two weeks 2 USES A TOOL Read analyst notes and transcripts 3 DOES List likely questions 4 USES A TOOL Draft answers from approved messaging 5 CHECKS THE RESULT Do answers use only public information and matchfigures? If not: rewrite or flag for legal. Back to step 4. 6 YOU APPROVE IR and executives approve 7 RESULT Q&A book
Read the steps as a list
  1. Call in two weeks
  2. Read analyst notes and transcripts
  3. List likely questions
  4. Draft answers from approved messaging
  5. Do answers use only public information and match figures?If not: rewrite or flag for legal. Back to step 4.
  6. IR and executives approveThe agent waits here for your OK.
  7. Q&A book

How it decides

It ranks questions by recurrence and topical news and checks answers against disclosure.

  • Asked by 3 or more analysts last call: high likelihood
  • Peer news this week: add question
  • Non-public information: flag

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Sources
  • Number of questions
  • Answer length
  • Ranking method

What keeps you in control

It always asks you first

  • Final answers

Hard limits

  • Never discloses non-public information
  • Never shares externally

It stops when

  • Done: book approved
  • Stop: release not final

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFor the Q3 call, the agent listed 45 likely questions. Gross margin was asked by 5 analysts last quarter, so it ranked first. The public information check failed on one draft answer that cited a supply contract not yet announced. The agent flagged it for legal and rewrote the answer from disclosed figures. The IR manager and CFO approved the Q&A book.

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