Build it once. Verify it. Run it forever.
Automations are repeatable, deterministic research processes: the same building blocks, in the same order, every run. Check the output once, schedule it, and trust what it produces every time after.
What is a building block?Example
Five years of filings, in one Excel table.
The same five steps run every time, so once you have checked the output, you can rely on every run after it.
Recent runs
- Oct 01 07:00 Monthly run Same 5 steps · 20 filings · 1 workbook Verified
- Sep 12 16:05 New 10-Q Same 5 steps · 1 filing added Verified
- Sep 01 07:00 Monthly run Same 5 steps · 20 filings · 1 workbook Verified
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01
Build it
Describe the process in plain words, or start from research you already ran.
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02
Verify it
Run it and check the output against what you expect. Adjust until it is right.
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03
Schedule it
On a calendar, or when a new filing or data release lands.
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04
Trust it
The same blocks run in the same order every time, so any change in the output is real.
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05
Reuse it
Save it as a building block. Discovery runs can call it whenever they find a company worth a closer look.
What people automate.
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Filing summaries
Years of 10-K and 10-Q filings, condensed into the same table every quarter.
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Recurring reports
The weekly memo or the monthly deck, rebuilt from current data in your format.
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Screens and data pulls
The same screen, the same universe, the same columns, every morning.
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KPI trackers
The operating numbers you follow for each company, updated when they are reported.
Automations
Discovery
How it runs
Automations: The same building blocks, in the same order, every run
Discovery: The agent picks the next building block in real time, from what it just found
Starts from
Automations: A process you built and verified
Discovery: Your request and the market as it is today
Best for
Automations: Repeatable work with an output you can check
Discovery: Open questions where the path is not known in advance
Example
Automations: Five years of SEC filings, summarised into an Excel table
Discovery: The effect of a specific event on your portfolio
What you get
Automations: Trust: the output you verified, every time
Discovery: Non-obvious findings, with the path that led to them
Together
Automations: Save it as a block, and discovery runs can call it
Discovery: When it finds a company worth a closer look, it can run your automations on it
Build it once. Run it forever.
Start every Monday with the work already done.