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Investment Meeting Intelligence
Introduction to Investment Meeting Intelligence
Getting Started with IMI
Inviting the Clade Analyst to a Meeting
Create a New Meeting in IMI
Add the Clade Analyst to an External Meeting
Create a Meeting from Manual Notes
Book a Meeting Using Your Scheduler Link
Automatically Create Meetings from Your Calendar
Quickstart Guide
IMI Quickstart Guide
FAQ
FAQ - Zoom
FAQ - MS Teams
FAQ: Cal Sync
Settings
Configuring IMI: The Settings Tab
Troubleshooting
IMI - Troubleshooting Common Issues
Best Practices
Best Practices for Maximizing IMI
Investment Workspaces
Introduction to Investment Workspaces
Getting Started with Investment Workspaces
Creating and Managing Workspace Lists
Working Inside a Workspace
AI Workflows
Introduction to AI Workflows
Getting Started with AI Workflows
Creating and Setting Up an AI Matrix
Managing and Updating Workflows
Viewing, Analyzing, and Sharing Workflow Outputs
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AI Workflows
Introduction to AI W...
Introduction to AI Workflows

1.1 What is AI Workflows

AI Workflows in Clade are an intelligent automation suite that helps investment teams generate structured work product from unstructured data. Users can create matrices, reports, and tear sheets powered by AI to analyze documents, synthesize insights, and produce outputs in seconds.

1.2 The problem AI Workflows addresses

Investment teams spend significant time managing fragmented documents and manual analysis.

  • Research materials live across folders, drives, and emails.
  • Converting raw data or notes into usable analytics and reports requires hours.
  • Collaboration is slowed by outdated systems of record that store data but do not act on it.
  • Limited AI readiness makes it hard to turn unstructured documents into structured insights.

1.3 How AI Workflows solves these problems

AI Workflows transform static data into actionable intelligence.

  • Upload or connect documents, and Clade automatically structures them.
  • Run matrix and report workflows to compare documents, extract signals, or generate summaries.
  • Use chat-based automation to trigger workflows directly from context (Pitch Inbox, Meeting Intelligence, Opportunities, or Investments).
  • All results are stored with provenance, confidence, and easy retrieval.

1.4 Key benefits

  • Automate matrix and report creation.
  • Reduce manual effort by more than 70 percent.
  • Maintain consistent, auditable AI outputs.
  • Search and act on all investment data in one workspace.

1.5 Who AI Workflows is for

Designed for allocator teams: investment analysts, research leads, portfolio managers, and operations professionals who need to process high volumes of unstructured data efficiently.

1.6 Key concepts

Workflow: An AI process that performs a defined automation such as Matrix or Report generation.

Matrix: An analytical grid comparing multiple documents across topics.

Report: A single deliverable summarizing key insights from curated documents.

Tear Sheet: A concise summary generated from meetings or documents.

Workspace: The container where all related projects, matrices, and reports are stored.

Ask Clade Chat: Interactive assistant used to trigger workflows directly from other modules.

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