# AI Automation for Capital IQ

> 7 workflow automations purpose-built on top of Capital IQ — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/capital-iq/
- **Automation count:** 7
- **Roles:** Investment Banking Analyst

## Automations

- [Quarterly Commentary & Client Letter for Investment Banking Analysts](https://calish.com/workflows/with/quarterly-commentary-and-client-letter-for-investment-banking-analyst-with-capital-iq/) — AI drafts firm-level commentary and personalizes per-client paragraphs from Datasite data — every client gets a relevant letter, not boilerp
- [Communication Compliance Surveillance for Investment Banking Analysts](https://calish.com/workflows/with/communication-compliance-surveillance-for-investment-banking-analyst-with-capital-iq/) — AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to
- [Loan File Assembly for Investment Banking Analysts](https://calish.com/workflows/with/loan-file-assembly-for-investment-banking-analyst-with-capital-iq/) — AI ingests each document into Datasite, classifies it, checks for completeness and consistency, chases missing items, and builds the underwr
- [Conditional Approval Response for Investment Banking Analysts](https://calish.com/workflows/with/conditional-approval-response-for-investment-banking-analyst-with-capital-iq/) — AI reads the conditions, identifies what each condition needs, pulls it from Datasite or chases the borrower, and re-submits the condition c
- [Policy Renewal Outreach for Investment Banking Analysts](https://calish.com/workflows/with/policy-renewal-outreach-for-investment-banking-analyst-with-capital-iq/) — AI tracks every renewal date in Datasite, remarkets at 90 days, drafts the client renewal package with options, and books the review call — 
- [Commercial Quote Preparation for Investment Banking Analysts](https://calish.com/workflows/with/commercial-quote-preparation-for-investment-banking-analyst-with-capital-iq/) — AI builds the submission from the broker's intake, routes to carrier APIs via Datasite, and assembles the quote comparison — submission-to-p
- [Closing & Title Package Prep for Investment Banking Analysts](https://calish.com/workflows/with/closing-and-title-package-prep-for-investment-banking-analyst-with-capital-iq/) — AI assembles the closing package in Datasite, validates each doc, chases stale items, and prepares the settlement statement — closings hit t

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