Automating Workflows with Agents & Skills

Learn how to unlock automated financial expertise, scale your output, and share methodologies with your team.

Overview

Winus allows you to turn analysis into automation in minutes. Instead of generalist chatbots, Agents and Skills act as specialists that understand the nuances of financial reporting. By deploying proven skills, you scale your proprietary strategies into a collective powerhouse of boardroom-ready results.

Scenarios for Automation

Chat to Create

Simply say "Create a skill for this," and Winus handles the heavy lifting. Turn any task into a functional skill through simple conversation without needing code.

Adapt Official Skills

Hit the ground running by deploying Winus’s official library.

Example Skills: Public Company Earnings Review, Industry Deep Dive, Thematic Stock Screening, Macro Data Watch.
How to Use: Personalize, re-brand, and package them to fit your unique workflow perfectly.

Intelligent Scaling

Work smarter, not harder. Winus intelligently identifies your repetitive tasks during chat sessions and suggests converting them into automated skills.

The Advantages of Financial AI Skills

Professional: Get a specialist, not a generalist.
Reusable: Prevent repetitive setup by deploying proven skills instantly.
Personal: Avoid the "black box" by maintaining control over how complex business problems are solved.

How to Set Up an Agent

Step 1: Browse the Skill Market

Navigate to the Agents tab on your Winus dashboard. Browse the Skill Market by searching for keywords or sorting by roles.

Step 2: Configure Your Agent

Select a skill (e.g., "Company Investment One-Pager"). Toggle it on to use immediately, or select it to tweak the prompt rules to match your firm's specific style guidelines.

Step 3: Run the Agent

Provide the agent with its input variables (e.g., a stock ticker and a recent earnings report PDF) and let the workflow run itself.

Step 4: Share with Your Team

Once a skill is finalized, share it across your organization to ensure everyone is capturing and reporting elite financial know-how effortlessly.