🌐Workflows

A prerequisite of using existing workflows is setting up custom insights

Workflows are used to enrich your account insights with more specific information. They are split in to two types.

Once created, you can add one of more companies to a workflow to enrich the insights about that company.

Web Search

This type of workflow is used to search the web to find information about a company and then summarise this information.

It is split into two stages, Web Search Terms and Analysis.

• Word search alongside the company name

• How many results to collect

• The time range of results

• Your prompt or instruction using the search results as context

Existing Data

An existing data workflow searches through all the information we have about a company from their annual report, earnings calls, quarterly reports and web pages to answer one or more questions about the company.