Build any automation imaginable for your investment process
QX enables you to build and execute any automated workflow at scale, connecting your internal data, tools and subscriptions.
platform.qxlabs.com/flows
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Workflow Basics
Input
Entry point for automation
Knowledge
Query Dataroom
Searches knowledge base for info
Web Operations
Web Scraper
Scrapes the web and returns text
PowerPoint
Generate Deck
Generate a PPT deck with AI
AI
Query AI
Queries an LLM with a prompt
Data Enrichment
Get Financials
Retrieves P&L data for companies
Progress
PROCESSING0.0s
A few minutes of setup
to save hours of work
Step 1
Build a flow in minutes, or import a template
Our simple drag-and-drop UI and our template library covering common use cases make it super easy to get started.
Research Company
Metrics & News
Draft CEO Outreach
With AI
Save to Inbox
In Outlook Drafts
Step 2
Choose from over 100 integrations
Automations can connect to your internal files, CRM, emails and productivity apps as well as data providers such as PitchBook and Capital IQ. Securely bring your own credentials and API keys into workflows with ease.
See all integrationsStep 3
Run and share flows via a simple UI
You can flexibly run flows on schedule (e.g. weekly), on trigger (e.g. based on events in your CRM or inbox), or manually via a beautifully simple UI.