The two automation surfaces on top of Chat Agents. No-code workflows with 5 step types, scheduling, sharing — plus AI-led cited research.
A Flow wraps one or more Chat Agents into a multi-step, no-code workflow — with branching logic, scheduling, and sharing built in.
Invoke a saved Chat Agent with specific input
Route down different paths based on a condition (e.g., break severity)
Produce a formatted output document from the flow's accumulated context
Pause the flow until a named person approves or rejects — the key control for anything financial
Alert a person or channel that a step completed or needs attention
Any Flow can run on a cron-style schedule (e.g., every business day at 6am for overnight reconciliation) or be triggered manually, and shared with the same Viewer/Owner permission model as Chat Agents.
Quick Research runs an AI-led, multi-step investigation and produces a report with citations — useful for questions that need synthesis across several documents rather than a single grounded answer.
"What changed in the latest capital adequacy reporting requirements, and which of our current procedures reference the old rule?" — Research pulls from multiple procedure documents and produces a cited summary.
Synthesizing publicly available information on a counterparty or market trend into a cited briefing before a credit committee meeting.