In this hands-on session, you’ll build a financial analyst AI agent that processes SEC filings like 10-Ks and 10-Qs. You’ll learn how to start from a blank workflow, configure LLMs, define custom prompts, and design a user interface with file uploads, verbosity controls, and input instructions. By the end, your agent will be able to extract insights, cite references, search a knowledge base, and export results as PDF, Word, or Excel—automatically.

Summary

• Create a StackAI workflow from scratch using the workflow builder

• Upload a 10-Q or 10-K financial file via a file input node

• Configure a large language model (e.g. Gemini) and connect it to the file input

• Write a custom prompt for financial analysis with references and citations

• Add user inputs for custom instructions and verbosity level (e.g. bullet points, deep analysis)

• Build a structured form-based UI with inputs and dynamic outputs

• Add a second LLM agent focused on Management Discussion & Analysis

• Connect both analysts to a SharePoint knowledge base of past reports

• Run and test the agent with live inputs and see model output in real time

• Enable multiple outputs for different analytical focuses

• Customize the UI with branding, SSO, and access controls

• Export results in PDF, Word, Excel, or plain text formats

• View usage in the Analytics tab and monitor real-time activity in the Manager view

• Next step: Learn to use the Quick Start flow to build a GPT-style assistant in the following video