# AI Automation for RamQuest

> 5 workflow automations purpose-built on top of RamQuest — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/ramquest/
- **Automation count:** 5
- **Roles:** Title Company Manager

## Automations

- [Deal Sourcing & Screening for Title Company Managers](https://calish.com/workflows/with/deal-sourcing-and-screening-for-title-company-manager-with-ramquest/) — AI pre-screens deals against the fund's thesis in Qualia, drafts a one-page summary per target, and pushes the top 10 to partner review — as
- [LP & Investor Reporting for Title Company Managers](https://calish.com/workflows/with/lp-and-investor-reporting-for-title-company-manager-with-ramquest/) — AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on
- [RMD & Distribution Tracking for Title Company Managers](https://calish.com/workflows/with/rmd-and-distribution-tracking-for-title-company-manager-with-ramquest/) — AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across 
- [New Client Onboarding for Title Company Managers](https://calish.com/workflows/with/new-client-onboarding-for-title-company-manager-with-ramquest/) — AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Qualia, orchestrates ACATs, and chases missing signatures — days
- [Portfolio Drift & Rebalance Alerts for Title Company Managers](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-title-company-manager-with-ramquest/) — AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashbo

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