Introduction

Introduction

Welcome to the Data & Research Agent documentation — your guide to understanding, configuring, and deploying AI-driven data workflows.

Data & Research Agent by Reka helps you transform unstructured documents into structured, actionable tables, powered by AI agents that automate extraction, enrichment, and analysis at scale.

What is Data & Research Agent?

Data & Research Agent is an AI-powered platform that intelligently parses documents, performs real-time research, and structures insights into dynamic tables.

It’s designed for teams that need fast, scalable ways to organize and act on large volumes of business-critical information — without manual work.

Key Capabilities of Data & Research Agent

• AI Document Parsing — Automatically extract key fields, metrics, and structured data from uploaded documents.

• Web Research Columns — Enrich your tables by pulling verified data and insights from trusted external sources.

• Smart Columns — Transform simple extractions into advanced calculations, comparisons, or custom AI logic.

• Conversational Analytics — Chat directly with your tables to query insights, summarize data, or identify patterns.

• Proactive Insights — Surface hidden correlations, anomalies, and business risks without needing exact prompts.

Why Use Data & Research Agent?

Traditional manual review processes are slow, expensive, and error-prone. Data & Research Agent automates the heavy lifting — turning documents and online information into structured, queryable intelligence — so you can focus on decisions, not data wrangling.

Data & Research Agent in Action

Whether you're underwriting loans, analyzing compliance risks, screening applicants, or researching investment targets, Data & Research Agent allows you to:

• Upload your documents once

• Extract and enrich critical data

• Automate analysis with Smart Columns

• Instantly explore findings through AI-driven chat

All in a unified, intuitive platform.