Maven Bio: 'Quick Reference Guide'

Use Plan Mode to review and approve the approach before execution

Use Auto Mode for fast responses or known workflows

Use workflows (/), inline tagging (@), and attachments to add precision

Best for: End-to-end analysis and complex questions

Best for: Lists and comparisons.

Best for: Written analysis with citations.

Best for: Ongoing monitoring.

Best for: Repeatability and standardization.

If your question requires structured analysis, multiple steps, or reusable outputs, start with the AI Research Agent. The Agent automatically selects and runs the appropriate capability (Smart Tables, Report Builder etc).

Attach Workflows to the AI research agent along with your query to make your research more targeted.

Converts a high-level request into a structured research workflow

Plans, executes, and documents the analysis inside Maven Bio
Produces transparent, citation-backed outputs including:

Structured tables

Research reports

Spreadsheets, pptx, excel models, graphics

Supporting evidence and research notes

Select Assign a task to the Maven Bio AI Research Agent

Enter your question or analysis request

Select a predefined workflow and tag the workflow directly in the input box

Attach relevant files or work items for added context

Plan Mode: The Agent proposes a research plan before execution.

Auto Mode: The Agent automatically determines the required steps and deliverables and executes the task immediately without plan approval.

You can attach files to enhance your analysis: Supporting files include: PDF, DOCX, PPTX, CSV, XLSX, images, etc.

Up to 5 total attachments, each ≤ 2.5 MB, can be included per task.

Use inline tagging to provide precise context: Type @ + item + space → Select from the dropdown

You can tag: Drugs, Trials, Companies, Indications, Targets, Mechanisms, Documents, Reports, Smart Tables, and Blueprints.

This helps the Agent focus on the exact entities you intend to research on.

Maven Bio provides built-in workflows for common analytical use cases, including Search & Screen, Landscape Analysis, Opportunity Assessment, Asset Deep Dive, Company and Indication Overviews, Deal Intelligence, NPV Analysis, Cross-Trial Comparisons, Target Product Profile development, and Meeting preparation.

Organization-wide (custom organisational workflows - need to be created and shared with organisation wide access by a members of your team)

Personal (custom workflows that you create for your work)

You can continue asking related questions within the same Agent session.

All generated artifacts are saved and accessible from Tasks.

You can iterate on research within the same Agent session.

Agent outputs are structured, transparent, and reusable.

You always see the steps taken to reach a conclusion.

Deliverables are clearly listed and easy to access.

Citations are embedded directly in the analysis.

There are 3 ways to create a Smart Table:

Import Table - bring in an excel/csv file with a list of drugs, trials, or companies and have Maven apply AI on top of them. Perfect if you already have a list on file, or if you’re more comfortable searching with an existing database (e.g., Pharmaprojects or GlobalData)

Start with a blank table - useful when you want to quickly create a table with just a few items and already have a list of them.

If using “Create Table via Search” you need to click “+Create Smart Table” to convert your search results into a saved Table, after which you can update the title and AI Columns as needed.

To use Blueprints when creating AI Columns, click blueprint library option in the top right of the menu after you click + AI Columns

Adding AI Columns enriches a Smart Table with additional information.

Before adding AI Columns, check if the information you want is already available via the standard columns

You can use the sort and filter options to enable easier comparison within a smart table that has been enriched with AI Columns

Clicking on the column header itself will open filtering options, where you can apply additional filters based on the information in that column.

Reports can be created via typing in a fresh prompt (usually 2-3 sentences) or via Blueprints, which you can access on the top left of the report creation window - click blueprint library option in the top left after you click + AI Columns
​

When creating a report, be sure you have tagged entities if your report type requires them. You’ll see this via yellow warning boxes — for example, the report below requires tagging an indication to focus the report.

If the yellow boxes don’t appear, the blueprint does not require a tagged entity to run. However, tagging entities can significantly improve the results so use the tagging feature whenever possible.

Watchlist updates come hourly for press releases and SEC Filings etc. and daily for clinical trial updates.

You can create a watchlist by adding items one-by-one, or by first creating a Smart Table, and then adding those items to the Watchlist.

When you click ‘Import table’ in Watchlists, you’ll see all the smart tables you’ve created or imported in your account. You can select any of these and use it as the base list for your watchlist.

Blueprints you create are saved in the Blueprint Library. You can share them organization-wide or with specific members or teams in your org.

Whenever you make changes to a blueprint, you must save/update it for the changes to apply and for future use. If you click Update, the changes will be reflected for all users who have access to that blueprint.

If you choose Create a new blueprint in the save window, it will save the updated version as a new copy in your account only.

Use the headphones icon in the bottom-left corner to contact us if you have any questions or encounter issues.

Use the links below to dig deeper and go directly to specific Help Center articles.