Quantly

BackBack to Playbooks

Triggers

Manual

User launches playbook manually

Expected Context

Companies

Company documents & transcripts

Connected data sources

Additional instructions

News

Trigger on relevant news

Filings and Events

Trigger on relevant filings and earnings events

Steps

Final Report

Report Configuration

Report Type

Report Instructions

Example Documents

No example documents added.

Notification Settings

Note: Reports will always be stored in the playbook history on the dashboard.

Email

Text

Teams

Desktop

Only send notifications when condition is met