Skip to main content
A workflow runs the same analysis every time. Pick a company and a period, and Kepler returns a full report. Tables are computed in code and every figure is cited.

​
Run a workflow

1

Open Workflows

Click Workflows in the sidebar. The Library lists the workflows you can run.
2

Choose a workflow

Click Run on a workflow card. Each card shows what the report covers.
3

Pick the company and period

Search for a Company by name or ticker, then choose a Period.
4

Run it

Click Run. The report fills in section by section as each task finishes.

​
Read the report

Use the Tasks menu to jump to a section, and Expand all or Collapse all to open or close every section. Each section shows its status, such as Done, Writing, or Queued. From the report header you can Share or Print the report. See Share and export. Earlier runs are listed under Recent runs with the workflow, company, period, and start time.

​
Workflows in the library

Want a workflow built around your own process? Your Kepler team can create custom workflows for your firm. Email desk@kepler.ai or reach out to your Kepler contact.
If Workflows is not in your sidebar, it is not turned on for your organization yet. Reach out to your Kepler contact.