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QX is the most powerful automation platform for investment firms,
connecting your internal knowledge, data subscriptions, and over 100 integrations.

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Everything you need to
build any automation

Create any workflow in minutes

Research Company

Metrics & News

Draft CEO Outreach

With AI

Save to Inbox

In Outlook Drafts

Import from our library of existing templates

Retrieve & Summarise CEO Interviews

Outreach

Given a company name:

Looks up the CEO
Finds recent articles about the CEO
Scrapes their social media activity
Ingests YouTube and podcast transcripts of their interviews
Provides a digest of findings

Score Conference Attendees

Sourcing

Takes the url of an upcoming conference and:

Scores all companies listed on their website against your scoring rubric
Outputs the results to your Score module which can be exported to Excel or your CRM
Optionally drafts an outreach to high-scoring companies

Draft LP Quarterly Update

Investor Relations

Given a template file, this automation drafts a Word or PPT document containing relevant company updates over the last quarter.

It makes use of the following nodes and integrations:

Gamma for drafting a PPT output (requires an account)
Word/PPT reader for reading in a template file

Alert For M&A Activity

Research

Listens for M&A activity for a given market and sends an email alert.

Provide the name of a market/company and any preferred news sources.

Scans the web (or specific news sources) for relevant M&A activity
If any relevant results, sends you a summary email
Works best when run on a schedule (e.g. weekly)

Run and share flows via a delightfully simple UI

Board Deck Generator

Generate a PPT from company materials

Company Name

Enter company name

Period

Select period

Run

Weekly Market Scan

Produce an email digest with industry, company and news updates for a given market

Outreach Generator

Draft an outreach to a company and save to inbox

Connect to over 100 external services

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investment process

Find companies using natural language search

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Pull in your most trusted data

Our workflow automation and knowledge management platforms integrate with over 100 services including CRMs, data providers, email, note-taking and more.