Investing · Flows
Turn every broker email into a ranked company shortlist
A report lands in the inbox. Before anyone opens the PDF, QX has pulled out the companies, researched each one, scored them against your criteria, and emailed the team the names worth a look.
New broker report arrives
Outlook mail trigger
Extract companies from report
AI data extractor
Enrich and score candidates
QX company data + score
Send ranked deal digest
Delivered by email
Without QX
- Broker emails sit unread, competing for attention
- Analysts manually copy names into Excel or AI chat
- Cross-referencing against deal history or CRM is manual
- No standardized rubric for assessing or scoring leads
- By the time interesting leads get surfaced, it's too late
With QX Flows
- Broker emails are tracked and auto-trigger a flow
- Every company lands in a clean, structured list
- Each one runs the same research and scoring
- Names get enriched from your deal history and CRM
- Only the names worth your time make the shortlist
How it works
- 1
Point it at the inbox
Tell the Flow which folder in Outlook or Gmail your broker reports arrive in. It watches that folder and ignores everything that isn't a report or newsletter.
- 2
Tell it what you're looking for
QX agents learn your investment preferences over time. Codify these criteria in a scoring rubric. For each company mentioned in the broker email, QX enriches details from your connected sources and scores vs your rubric.
- 3
Read the shortlist, not the report
The team gets an email ranking the strongest names, with the score and the facts behind it. You decide which ones become live opportunities.
