Introduction to AI Grid Agents
An AI Grid Agent coordinates a sequence of specialist agents to perform complex, multi-step work across many inputs. Every step and result remains visible in one structured workspace.
When to use an AI Grid Agent
Use a Grid Agent when the work:
- follows a predictable sequence of steps;
- must be repeated across many companies, documents, records, or data points;
- needs consistent criteria and output formats;
- benefits from parallel research, extraction, analysis, or review;
- requires intermediate results to remain visible and reviewable.
For one focused task that can be handled in a conversation, use an AI Chat Agent instead.
How a Grid Agent organizes work
The Grid gives each input and each step a clear place:
- Rows are the inputs. A row can represent a company, document, transaction, contact, or other item you want to process.
- Columns are the steps. Each column defines one action, such as finding information, extracting a value, assessing a risk, or preparing an output.
- Cells are the results. Each result stays connected to its input and workflow step so your team can inspect it.
When you run the Grid, specialist agents complete the selected steps for the selected rows. You can follow progress, review individual results, and rerun work when the inputs or instructions change.
Example: company analysis at scale
Imagine that you need to analyze 500 companies and prepare one slide for each company.
Your Grid could include these steps:
- Add one company per row.
- Research the company profile and market.
- Collect the relevant financial information.
- Review products, customers, and recent news.
- Identify opportunities and risks.
- Generate one structured slide per company.
The same workflow is applied consistently while each company and each output remains available for review.
Common use cases
| Use case | What the Grid Agent can prepare |
|---|---|
| Deal screening | A consistent first assessment across a large company list. |
| Investment memo | Structured sections covering financials, product, market, competition, risks, and news. |
| Market mapping | Target, buyer, competitor, supplier, or partner lists enriched with the same criteria. |
| Agreement review | Clause extraction, comparison, risk flags, and follow-up questions across many documents. |
| Portfolio monitoring | Repeatable KPI, news, market, and risk reviews across portfolio companies. |
| Interview analysis | Consistent themes, quotes, findings, and comparisons across meetings or transcripts. |
Review and control
AI Grid Agents are designed to keep work inspectable:
- choose the rows and steps to run;
- follow the status of each result;
- review outputs throughout the workflow;
- keep sources with the relevant findings when available;
- update instructions and rerun selected work;
- use the completed Grid as the basis for reports, slides, or dashboards.
You can also save a Grid as a reusable template so your team can apply the same approved workflow again.
Next: Create an AI Grid Agent manually →