QX Labs

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.
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QX Labs
HomeFlowsMy workflow
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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 integrations
Notion
Google Calendar
YouTube
Google Sheets
Slack
Microsoft Teams
Microsoft Outlook
Gmail
Crunchbase
DealCloud
PitchBook
SourceScrub
LinkedIn
G2
Step 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.

Learn how automation can help you to work smarter and focus on the deeper work