Run Recurring Work End to End

Set your firm's processes in motion once and let agents run them continuously, triggering workflows before anyone thinks to ask

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The workflow canvas: an equity research pipeline laid out step by step — the company ticker comes in, a research agent opens four tools at once for the snapshot, five years of prices, the news and the deep research, a Python step works out the price action, and an agent writes the note.

Build the process once. Every run follows it, starts on its own, and stops where a person has to decide.

Codify your processes once

Turn your firm's best processes into agents that run on their own, contributing the way any team member would.

The workflow builder with the assistant panel open beside it: on the left the desk's rebalance laid down the canvas as five wired steps, the last one still being placed; on the right the panel, where the desk says in its own words what it wants automated and the assistant plans the workflow, places the nodes and wires them up

Built from how your desk already works

The agent follows your steps, in your order, from your sources.

It shows its work at every step

Each step says which connection it opens, which model it runs and what it hands to the next one.

Change it once, everywhere

Update the method and the next run already uses it. No stale copy in an analyst’s spreadsheet.

Runs without being asked

A clock, a call from another system or a file landing starts the run and leaves finished work behind.

The Schedules dialog: a workflow set to run on a cron expression in UTC, one schedule already active with the time it next fires and the address its results are sent to, the estimated monthly cost of keeping it running, and the parameters the run will use

Clock or event

Seven every weekday, a signed request from another system, or a statement landing in the folder.

One pass, whole book

One mandate or the entire book worked in a single pass, back as one set of results.

Ends in a file

The note, the workbook or the order file, left where the desk expects it, or sent on.