Import investment_reports.pdf from Confluence
Investment Report Analysis
Automate the extraction of financial data from investment reports stored in Confluence for analysis.
Import compliance_docs.docx from Confluence
Export data to investment_data.csv
Compliance Document Audit
Streamline the auditing process of compliance documents by integrating AI to identify discrepancies.
Audit documents for compliance
Export audit results to compliance_audit.xlsx
Import client_profiles.docx from Confluence
Client Onboarding Automation
Enhance client onboarding by automatically populating CRM with data from Confluence client profiles.
Populate CRM with client data