Skip to main content
A saved company holds the durable facts about one company you analyze: its name, summary, industry, business model, customers, products and market, plus notes. Pick it when you start a strategy or framework and StratEngine fills in the basics and uses the notes in the analysis. Manage them from Saved Companies in the side menu.
Saved companies are shared with everyone in your workspace. Anyone in the workspace can open, edit or delete them, which is why notes are labelled User or Agent rather than by person. See Who in my workspace can see what?

​
Create a saved company

1

Open Saved Companies

Click Saved Companies in the side menu, then click New Company. If the list is empty, you can also click Create a company.
2

Name the company

The cursor starts in Company name. Type the name of the company being analyzed. The title at the top of the page follows what you type.
3

Fill in the details

Fill in as much as you know. Every field is optional except the name.
4

Click Save

Click Save at the top or bottom of the form. StratEngine returns you to the list, where the company now appears.
A saved company open for editing, with Autofill from a document and the company fields
You can also create a saved company without opening this page:

​
Autofill from a document

If you have a plan, pitch deck or company overview, StratEngine can read it and fill the fields for you.
1

Open the upload area

In the company’s detail view, click Autofill from a document (PDF, DOCX, PPTX, XLSX, MD, TXT).
2

Add the file

Drop a file on the upload area or click it to choose one. It shows Parsing text… while StratEngine reads it.
3

Review, then save

The fields fill in. Autofill only overwrites fields where it found a value, and it never clears a field. Check the values, then click Save. Autofill on the framework form works the same way; see Generate a framework.
Autofill only fills the company fields. The file itself isn’t stored as a private document. To give StratEngine the full document for analyses, upload it to private documents.

​
Add notes

Notes are short, lasting facts about the company, such as “Customers are mostly mid-size manufacturers” or “Expanding into Canada next year”. StratEngine uses them in every future analysis of this company.
  1. Open the company and scroll to Notes.
  2. Type in the box (Add a note) and click Add note.
Each note can be up to 1,000 characters. The newest note is listed first, with a label showing where it came from: When the AI editor adds, changes or removes a note, the chat shows it, for example Saved to your company context. Nothing changes in a saved company without showing up in the chat. See Strategy briefs and Edit with AI. To change a note, click its pencil icon, edit the text and click Save. To delete one, click its delete icon, then click it again to confirm.

​
When the company’s context is full

A saved company holds up to 200 notes. When it’s full, the add box disappears and a message says the company’s context is full. Delete notes you no longer need to make room.

​
Use a saved company

Run-specific details, such as the project name, business problem and goals, are never stored in a saved company. You enter those for each analysis.

​
Edit or delete a saved company

  • Edit: click the company in the list, change any field, then click Save. Changes apply to future analyses, not ones already run.
  • Delete: click the delete icon on the company’s row, then click it again within a few seconds to confirm.
Deleting a saved company removes it, and all its notes, for everyone in your workspace. Briefs and frameworks you already generated from it are not affected.