# 2.6 Off-the-shelf agents

A team should get value from Orbit on day one, without building anything. That is what the off-the-shelf agents are for: ready-made agents for the most common research work, available from the start, each drawing on the connected data and both data layers, and each returning results with their sources attached.

They are a starting point in two senses. They cover work nearly every research team does, so they are useful immediately; and they are a way to learn how agents behave before building your own, which is where the platform's real reach lies (covered in 2.7). Think of them as a foundation to begin from, not the boundary of what Orbit can do.

Orbit provides a few to begin with.

**Filings Insight Extractor** reads a company's filings and disclosures and pulls out what matters — the figures, the changes, the guidance, the risks — so an analyst starts from the substance of a document rather than from its first page. It turns the slow work of reading a long filing into a fast, structured read of its key contents, grounded in the source.

**Portfolio News Tracker** keeps a portfolio or coverage list under continuous watch for relevant developments, surfacing the news that bears on the companies a team holds or follows and filtering out the noise that does not. Rather than scanning feeds by hand, a team is brought what matters, tied to the right company through the entity master.

**Summary Composer** turns underlying data and documents into a written summary — a briefing, an overview, a digest — composed from the connected data and carrying its sources, so the output can be read quickly and checked when needed. It is the agent that produces something a person can hand on, rather than something they have to assemble.

**Data Transformer** takes data and documents and renders them into the structured form a team needs — organising, formatting, and shaping information into output that can be used directly, whether for analysis, for a model, or for another agent further down a workflow.

Each of these can be used on its own, in the ask mode, for a single piece of work — run the Filings Insight Extractor over the company you are looking at this morning. And each can be set to run in the automate mode, on a schedule or a trigger — have the Portfolio News Tracker watch your book every night, or the Summary Composer produce a briefing every quarter end. The same agent serves both ways of working.

They are also a natural bridge to building your own. The off-the-shelf agents are examples of what an agent is and does; once a team sees how they behave, the step to building an agent that encodes its own logic, or to linking several agents into an end-to-end workflow, is a smaller one. Most teams begin with these, find the edges where their own process differs, and build from there. That path — start with the ready-made, then make it yours — is the subject of the next chapter.


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