Transform deal team collaboration into automated intelligence workflows
Extract insights from chat conversations, automate notification routing, and orchestrate cross-functional deal processes within Teams channels.
Use cases
- Monitor deal channels for risk signals: automatically flag when team members mention concerns about product-market fit, customer concentration, or management capability during diligence discussions
- Extract and route action items: parse channel conversations to identify commitments ('I'll reach out to that reference tomorrow'), create tasks, assign owners, and track completion
- Automate deal stage notifications: when deals hit key milestones, post formatted updates to relevant channels with context, next steps, and @mentions for responsible parties
- Generate meeting summaries from chat: after IC presentations or management calls, compile Teams discussion threads into structured summaries for documentation and follow-up
Channel Intelligence Monitoring
Continuously scan deal team channels for specific keywords, sentiment shifts, and decision points that indicate opportunities or risks emerging
Context-Aware Automation
Understand conversation context to determine when to escalate issues, create tasks, or trigger workflows based on discussion content and participants
Cross-Channel Orchestration
Coordinate processes spanning multiple Teams channels—route questions to sector experts, notify legal on regulatory issues, alert finance on valuation concerns
Conversational Summarization
Use AI to distill lengthy chat threads into actionable summaries, extracting key decisions, open questions, and consensus viewpoints from distributed conversations
About Microsoft Teams
Microsoft Teams is the enterprise collaboration platform at the center of Microsoft 365, with over 300 million monthly active users. Its integration with the entire Microsoft ecosystem—Outlook, SharePoint, OneNote, Calendar—combined with enterprise security, compliance features, and admin controls, makes it the standard for organizations requiring secure, auditable collaboration on confidential deal processes and client communications.
About QX Labs
QX automates the manual work that slows down investment firms. By unifying your data subscriptions, internal knowledge, and 100+ integrations, we automate workflows across sourcing and diligence—freeing your team to focus on high-value decisions.
Experience the most powerful automation platform for investors
Schedule a call with us to run through your bespoke requirements and see how we can level-up your investment workflows with AI.
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