What Is It?
Workflows is a proprietary feature designed to create detailed, context-aware financial research reports using only your uploaded documents.
The core File Processing function accepts virtually any file type (PDF, Excel, Word, etc.). Advanced AI analyzes this private content to generate a comprehensive, multi-page report (20-40 pages) based on your specific query.
This process ensures TRUST: every data point and conclusion in the final report is supported by clear, AI-powered citations and annotations that link directly back to the exact passage in your original source documents.
Why Use It?
The primary purpose of Workflows is to dramatically accelerate your due diligence and improve the quality of your investment decisions by leveraging your most critical, private data.
- Speed and Efficiency: Instantly synthesize hundreds of pages of raw data—such as internal memos, private company filings, or market surveys—into a coherent, actionable research report, saving weeks of manual work.
- Absolute Accuracy and Trust: The system provides unparalleled TRUSTWORTHINESS. Because the AI is constrained to use only your uploaded files, you eliminate the risk of external data contamination. Every statement is verifiable with the integrated citation system.
- Proprietary Insight: Transform private, unstructured data into structured, prime broker-quality analysis. This allows you to integrate unique, non-public information into your decision-making, reinforcing the core value proposition of our platform.
- Advanced Control: When setting up a workflow, you can choose from four distinct modes (Company Analysis, Sector Analysis, Documents Synthesis, or Custom) to precisely control the focus of the resulting report, ensuring the output directly meets your research needs.
Use Cases
Use Workflows to turn a collection of proprietary documents into a focused, cited research report for immediate decision-making by selecting the appropriate analysis mode:
- Company Analysis: Focus the report on a specific entity or related entities, leveraging data like internal models or M&A details.
- Sector Analysis: Analyze broad market trends, competitive landscapes, or regulatory environments using internal data sets.
- Documents Synthesis: Create a coherent, single report from multiple, disparate document types (e.g., financial data, clinical trials, and market surveys).