Workflows

Create automated tasks to run continuously, and build in real-time with your team.

We're still taking some initial feedback from customers & users on this feature, and we may change, update, or remove this feature at some point in the future.

The Workflows feature empowers teams to automate and streamline their investment analysis processes. Workflows allows you to create, manage, and execute automated workflows that can run continuously or for a specified number of times. With integration support for over 25 different third-party enterprise providers and collaborative, real-time functionality, Workflows is designed to enhance productivity and collaboration within your investment team.

Key Features

1. Automated Workflow Creation

• Visual Workflow Builder: Intuitive drag-and-drop interface to design workflows without coding.

• Pre-built Templates: Start quickly with templates for common investment tasks.

• Custom Triggers and Actions: Define specific triggers (e.g., stock price changes, new research reports) and corresponding actions (e.g., send notifications, update databases).

2. Integration Support

• Third-Party Integrations: Connect with over 25 enterprise providers including Google Sheets, Slack, and more.

• API Access: Leverage APIs for custom integrations and extended functionality.

• Data Synchronization: Real-time data updates ensure your workflows are always working with the latest information.

3. Execution Modes

• Continuous Execution: Set workflows to run continuously, monitoring for trigger conditions in real-time.

• Limited Runs: Configure workflows to execute a specified number of times or within a specific time frame.

• Scheduled Runs: Schedule workflows to run at predetermined intervals (e.g., hourly, daily).

4. Collaborative Functionality

• Real-time Collaboration: Multiple team members can collaborate on workflow creation and management simultaneously.

• Version Control: Track changes and revert to previous versions of workflows as needed.

• User Permissions: Assign roles and permissions to control who can view, edit, and execute workflows.

The Workflows feature on our platform is designed to simplify and automate your investment research and valuation processes. By leveraging powerful integrations, real-time collaboration, and flexible execution options, Workflows helps you stay efficient and focused on what matters most: making informed investment decisions. Start creating your workflows today and transform the way you work!