Collection

Workflows

How AI turns financial work into repeatable processes. See how real financial tasks can be broken down, automated, and run with AI.

Browse Workflows
How Workflows Work

The Anatomy of a Workflow

Every workflow breaks a financial task into five stages: define the job, gather context, run the process, produce the deliverable, and review the result. Tap any card to see what happens at each stage.

Workflows for Real Financial Work

Browse the library.

Step-by-step workflows for the tasks analysts do every day. Each one shows the inputs, process, and deliverable. Click a card to expand it.

Earnings

6 workflows

Workflows for earnings analysis and earnings season.

How it works
  1. 1Gather the results
  2. 2Extract key metrics
  3. 3Analyze management commentary
  4. 4Structure the summary
ResultsMetricsCommentarySynthesisOutput
InputsEarnings releases · Filings · Investor presentations · Financial data · Earnings calls
OutputA structured earnings summary covering financial performance, key developments, management commentary, guidance, and the most important takeaways.
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How it works
  1. 1Gather the discussion
  2. 2Identify recurring themes
  3. 3Assess the debate
  4. 4Surface the takeaways
CallThemesDebatesTakeawaysOutput
InputsEarnings call transcripts · Analyst questions · Management commentary · Prior earnings calls · Relevant financial data
OutputA summary of the key debates from the quarter, including analyst concerns, management responses, areas of disagreement, and actionable takeaways.
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How it works
  1. 1Find guidance
  2. 2Extract actuals
  3. 3Compare
  4. 4Analyze
GuidanceExtractionComparisonAnalysisOutput
InputsEarnings calls · Filings · Investor presentations · Financial data · Historical guidance
OutputA side-by-side view of guidance versus actual performance, including key beats, misses, changes, and outstanding commitments.
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How it works
  1. 1Gather commentary
  2. 2Track recurring themes
  3. 3Compare over time
  4. 4Flag meaningful shifts
CommentaryThemesComparisonShiftsOutput
InputsEarnings calls · Investor presentations · Filings · Management commentary · Historical company disclosures
OutputA longitudinal view of management's narrative, highlighting recurring themes, changes in emphasis, strategic shifts, and emerging signals.
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How it works
  1. 1Gather company commentary
  2. 2Identify common themes
  3. 3Compare companies
  4. 4Synthesize the sector view
CompaniesThemesComparisonSector viewOutput
InputsEarnings calls · Filings · Investor presentations · Company commentary · Sector data
OutputA sector-level pulse highlighting the biggest themes companies are discussing, where sentiment is changing, and what developments matter across the sector.
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How it works
  1. 1Gather expectations
  2. 2Review the last quarter
  3. 3Identify key watchpoints
  4. 4Build the preview
ExpectationsHistoryWatchpointsSynthesisOutput
InputsConsensus estimates · Prior earnings · Management guidance · Analyst commentary · Financial data · Recent company disclosures
OutputA focused earnings preview covering consensus expectations, what happened last quarter, key metrics to watch, and the issues most likely to drive the upcoming result.
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Company Research

10 workflows

Workflows for company research and fundamental analysis.

How it works
  1. 1Map the business
  2. 2Analyze the financials
  3. 3Assess the risks
  4. 4Surface investor considerations
BusinessFinancialsRisksInvestor viewOutput
InputsIPO prospectus · Financial statements · Risk factors · Management commentary · Market data
OutputAn investor-focused IPO analysis covering the business model, financial performance, growth drivers, risks, and key considerations.
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How it works
  1. 1Map the report
  2. 2Extract key information
  3. 3Connect the pieces
  4. 4Structure the findings
ReportExtractionAnalysisSynthesisOutput
InputsAnnual report · Financial statements · Management discussion · Risk disclosures · Notes to accounts
OutputA structured annual report summary covering the business, financial performance, strategy, risks, and key developments.
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How it works
  1. 1Establish the company
  2. 2Analyze performance
  3. 3Assess the investment case
  4. 4Bring it together
BusinessPerformancePositionThesisOutput
InputsCompany filings · Annual reports · Earnings calls · Investor presentations · Financial data · Relevant news
OutputA comprehensive company primer covering the business model, financials, competitive position, strategy, risks, and investment considerations.
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How it works
  1. 1Identify compensation
  2. 2Track ownership
  3. 3Compare incentives
  4. 4Identify governance risks
CompensationOwnershipIncentivesGovernanceOutput
InputsProxy statements · Annual reports · Filings · Executive disclosures · Compensation tables
OutputA structured management compensation analysis covering pay, ownership, incentives, changes over time, and potential governance considerations.
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How it works
  1. 1Gather disclosures
  2. 2Identify insider activity
  3. 3Add company context
  4. 4Surface the signals
DisclosuresActivityContextSignalsOutput
InputsCompany filings · Press releases · Company news · Insider disclosures · Relevant market data
OutputA time-bounded briefing of material insider developments, with relevant company context and key signals highlighted.
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How it works
  1. 1Build the company context
  2. 2Identify what changed
  3. 3Develop key questions
  4. 4Prepare the brief
ContextDevelopmentsQuestionsBriefOutput
InputsCompany filings · Earnings calls · Investor presentations · Prior meeting notes · Recent news · Financial data
OutputA meeting-ready brief covering recent developments, key company context, open questions, and suggested discussion points.
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How it works
  1. 1Map the business
  2. 2Trace the economics
  3. 3Identify dependencies
  4. 4Evaluate the model
BusinessEconomicsDependenciesAssessmentOutput
InputsAnnual reports · Company filings · Investor presentations · Earnings calls · Financial data
OutputA structured breakdown of the company's business model, revenue drivers, cost structure, economics, dependencies, and key risks.
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How it works
  1. 1Establish the base case
  2. 2Build the bull case
  3. 3Build the bear case
  4. 4Identify the debate
Base caseBullBearDebateOutput
InputsCompany filings · Financial data · Earnings calls · Consensus estimates · Market data · Relevant research
OutputA balanced investment thesis outlining the bull and bear cases, key assumptions, risks, catalysts, and factors that could change the view.
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How it works
  1. 1Track capital deployment
  2. 2Understand strategic priorities
  3. 3Evaluate outcomes
  4. 4Assess the strategy
CapitalPrioritiesOutcomesAssessmentOutput
InputsAnnual reports · Filings · Earnings calls · Investor presentations · Financial statements · Capital allocation history
OutputA structured review of capital allocation, strategic priorities, investment outcomes, and changes in management's approach over time.
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How it works
  1. 1Map upcoming events
  2. 2Track pending developments
  3. 3Assess potential impact
  4. 4Build the calendar
EventsDevelopmentsImpactCalendarOutput
InputsCompany filings · Investor relations materials · Earnings calendar · Regulatory disclosures · Press releases · Market data
OutputA 30-day catalyst calendar showing upcoming events, expected dates, relevant context, and the potential impact of each catalyst.
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Competition

1 workflow

Workflows for competitive and peer analysis.

How it works
  1. 1Select the peer group
  2. 2Gather comparable data
  3. 3Normalize the comparison
  4. 4Analyze the differences
PeersDataComparisonAnalysisOutput
InputsCompany filings · Annual reports · Earnings releases · Financial data · Operating metrics
OutputA side-by-side peer comparison highlighting relative financial performance, operating metrics, key differences, and areas of competitive strength or weakness.
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News & Events

3 workflows

Workflows for financial news and market monitoring.

How it works
  1. 1Identify the move
  2. 2Gather relevant events
  3. 3Connect events to price action
  4. 4Assess the catalyst
Price moveEventsTimingCatalystOutput
InputsStock price data · Company filings · Press releases · Earnings announcements · Regulatory news · Market news
OutputAn event-driven analysis linking major stock price movements to their most likely catalysts, with relevant company and market context.
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How it works
  1. 1Gather the week's news
  2. 2Filter for material developments
  3. 3Organize by theme
  4. 4Summarize what matters
NewsFilterThemesTakeawaysOutput
InputsCompany news · Filings · Press releases · Regulatory disclosures · Market news · Relevant media coverage
OutputA concise weekly news roundup highlighting the most material company developments, why they matter, and any emerging themes.
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How it works
  1. 1Gather disclosures
  2. 2Identify material changes
  3. 3Add context
  4. 4Structure the updates
DisclosuresDevelopmentsContextSummaryOutput
InputsCompany filings · Press releases · Investor presentations · Regulatory disclosures · Official company announcements
OutputA structured summary of material business updates, including what changed, when it happened, and why it matters.
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