Automate: research that keeps reading for you

Automate is research that keeps going when you are not looking. You write once what you want to know, for example how your holdings talk about pricing, or what changed in a sector's outlook. Then, whenever those companies publish, Clarifo reads the new material and writes it up for you. Every statement in a brief links to the page it came from.

Automate is part of the Pro plan, and you can try it during the Pro trial.

Set up an automation

1. Open Automate

   Choose Automate in the sidebar. Your automations are listed by workspace on the left. Start a new one in the workspace where the briefs should go.

2. Choose what it does

   Run instructions answers your own instructions in a brief. Draft new reports writes a draft of each new interim or annual report in its scope. You choose this when you create the automation, and it stays the same after that.

3. Write the instructions

   Say what you want done and with which companies. Type @ to add a company, a sector, your watchlist or a keyword (more on chips below).

4. Set when it runs

   In Run mode, pick daily, weekly, monthly or quarterly, then the weekday and the time. Times are in your own time zone.

5. Read the brief

   When there is something new, the brief appears under Briefs. Open it, check the sources and keep asking in its chat thread.

Preview lists the companies that have something new right now and what it is, without writing anything. Run now writes a brief at once, so you can check the result before the schedule takes over.

Two kinds of automation

What it reads

Automate works on new material only. Each run reads what the companies published since the previous run:

• Reports: Nordic interim and annual reports, US 10-Q and 10-K filings and US earnings releases.
• Material stock exchange releases, such as guidance changes and acquisitions. Routine notices, such as financial calendars, insider trades and AGM notices, are left out.

Material read in an earlier run never counts as new again, and an older report never stands in for a company that has nothing new. A company without anything new on your topic is still named in the brief, so you can see what was covered.

Write instructions that work

A good automation asks for one thing, clearly. These habits help:

• Start with what to do. Summarize, compare, flag, extract or list tells the writer what kind of answer you expect.
• Keep to one theme. Pricing power and China risk are two automations. Two short, focused briefs are easier to read than one long, mixed brief.
• Spell out the comparison. Compare with the previous quarter or note where management's tone changed gives you a change to look at, not just a summary.
• Ask for a format. A table with one row per company or three bullet points per company sets the layout of the brief.
• Say what matters to you. Read-throughs to my position in @Danaher links what peers say back to the company you hold.

Point it at companies

Type @ in the instructions to add a chip:

You can mix them: @Watchlist and @Industrials reads your holdings and the whole sector.

The topic, in every language

Automate reads only the passages that are about your topic. From your instructions it works out the words for the topic in English, Finnish, Swedish, Danish and Norwegian, with their inflected forms. A Finnish report that discusses tekoälyinvestoinnit counts for an English question about AI investments. Abbreviations are matched as whole words, so AI is never found inside another word.

Add a keyword chip when a word must count however the instructions are phrased: it is always matched, together with its inflections and translations.

When it runs

Set the schedule on the automation's Settings tab as one row, for example Weekly on Tuesday at 09:00:

• Daily runs on weekdays or every day.
• Weekly runs on the weekday you pick.
• Monthly and quarterly run on the first such weekday of the month or the quarter.

Each automation has its own time zone. A new automation takes the time zone of your browser, and you can choose another one on the Settings tab. Weeks, months and quarters are counted in that time zone too.

Read the brief

Each brief opens as a finished research note: an overview, a section for each company and what to watch. Next to it you see the instructions, the companies covered (the ones with a new report are marked) and the sources in the order they are cited.

• Check any statement. Click a citation to open the source page beside the brief. The cited figures are highlighted, and so is every passage about your topic, in a lighter colour.
• Keep asking. Ask in chat opens the automation's own chat thread. Every brief is a turn in that thread, so a follow-up question is answered with the pages the brief cited.
• Edit it. Edit opens the brief in the document editor, where you can rework it into a note of your own.

In the workspace chat, automation threads are listed first in the history, under Automate. The bar at the top of a thread lists the automation's runs and links to its settings.

Alerts on new reports

An automation that drafts reports can also watch them. On its Alerts tab you add topics and signals, and you are told as soon as a new report in its scope matches:

• Exact words: words or phrases anywhere in the report, outside the disclaimers and the risk factors.
• Topic: a theme. An AI check confirms that the report is about it and quotes the sentence.
• Signals: a change in growth or margin, a swing to profit or loss, a change in guidance or a shift in the CEO's tone, computed from the figures and the text.

An alert can also draft the report straight into the automation's folder.

Notifications and the email digest

You are notified in the app, and on your phone if you allow it, when a brief or a draft is written. Under the list of automations you can switch on the email digest: the new drafts, the alerts and a line on the earnings season, every weekday morning or every Monday. It comes at around 07:30 in your time zone and only when there is something new.

Setups that work well

To ask one question about filings without an automation, use the chat.