AI & Analysis

Every guide that uses AI & Analysis, whatever the work.

• WorkflowsDescribe a workflow to IQDescribe a routine your team does by hand, answer what IQ asks, and open its draft in the builder to review before saving.
• WorkflowsAsk for information in a workflowAdd a Request information step that emails a person for documents or an answer, and check their reply before the workflow carries on.
• WorkflowsChoose when a workflow runsSet a workflow to run when someone starts it, on a schedule, before a deadline, when something changes, or when a document arrives.
• WorkflowsAdd the steps of a workflowAdd, set up, reorder and test the steps of a workflow in the builder, and quote earlier results with Insert data.
• WorkflowsRun a workflow and follow itStart a workflow for a company, watch each step on the run page, and find out why a run waited, failed or stopped.
• WorkflowsChange or pause a workflowEdit a saved workflow without disturbing runs under way, switch a paused one back on, stop it starting on its own, or delete it.
• WorkflowsAct on a letter emailed inA workflow that has IQ read each document emailed in and, when it sets a deadline, gives you a task to answer it.
• DocumentsLet IQ read your documentsUpload documents to the Document Inbox so IQ reads each one, suggests where to save it and proposes the register entries it supports.
• DocumentsReview IQ's suggested changesCheck each register entry IQ proposes from a document against the document itself, correct it where needed, and accept or reject it.
• IQ and insightsWhat you can do with IQThe jobs IQ helps with, from looking up a director to recording minutes, with questions to try and the guide for each.
• IQ and insightsAsk IQ a questionAsk IQ about your entities, people, filings and documents, from its own page or beside the record you are working on.
• IQ and insightsChoose when IQ asks firstDecide whether IQ asks before every action, only before changes, or runs without asking, for the chat you are in.
• IQ and insightsApprove what IQ changesCheck each action IQ proposes before it touches your records, and approve, reject or approve them all at once.
• IQ and insightsManage what IQ remembersRead, correct and clear the notes IQ keeps about you and your organisation between chats.
• IQ and insightsExport an IQ conversationSave a chat with IQ as a Word document or PDF, and file the transcript under an entity.
• IQ and insightsCompare entities with an insightBuild a grid with a row for each entity, person or document and a column for each question you need answered.
• IQ and insightsAdd columns to an insightAdd questions to an insight, fill in the answers for every row, and export the grid to Excel.
• IQ and insightsRun a reportGenerate a report across your portfolio, such as an entity list or a statutory register, and download it.
• IQ and insightsProduce a person's profileDownload a PDF profile of one or more people, with their appointments and holdings across the group, and their change history.
• IQ and insightsPrepare for a board meeting with IQHave IQ gather who is invited, the agenda, open tasks and recent resolutions for a meeting, and draft a briefing note.
• IQ and insightsAsk IQ what is due this monthAsk IQ for the group's deadlines in a period, grouped by owner, and have it assign the tasks nobody holds.
• IQ and insightsCheck the group for missing data before year endHave IQ read every company's data completeness checks, rank the gaps that hold up deadlines, and track them as tasks.
• IQ and insightsAsk IQ who controls a companyAsk IQ for the chain of ownership above and below a company, and have it checked against the PSC register.
• IQ and insightsAsk IQ about one entity or the whole groupChoose the scope before you ask, so IQ answers about this company, everything it controls, or the whole organisation.
• IQ and insightsWork on your records from ClaudeUse Claude, or another AI tool that speaks MCP, to look up and change your records as you, with each change visible.
• IQ and insightsSave a prompt for your teamKeep the questions your team asks IQ every month in the prompt library, with blanks filled from the page you ask on.
• IQ and insightsAsk IQ about a documentHave IQ read a whole document, attached or already saved, and answer from it with the clause and page it relied on.
• IQ and insightsLet your directors find information with IQGive directors and other occasional users a read-only role with IQ, so they can look things up without changing records.
• IQ and insightsRecord the changes in signed minutes with IQGive IQ the signed minutes, approve each register change it proposes from them, and file the minutes under the company.
• IQ and insightsAppoint or resign a director through IQAsk IQ to record a director joining or leaving, read what it will write, and approve it.
• IQ and insightsSet up a new subsidiary with IQGive IQ the new company's details in one message, approve its plan, then approve each record it creates.
• IQ and insightsDraft a document with IQHave IQ write a Word document, PDF, spreadsheet or slide deck from your records, then review, download and file it.
• IQ and insightsDraw a proposed structure with IQAsk IQ to redraw a structure model for a proposed reorganisation, approving each change to the canvas.
• IQ and insightsBuild a report with IQDescribe a report the catalogue does not have in the Report studio, save the brief, and run it again on today's data.
• IntegrationsConnect Claude to IQ EntitiesLet Claude, or another AI tool that speaks MCP, work with your organisation's records as you, within your own permissions.
• AdministrationSee what fills each box on a formCheck which company detail goes into each box of a filing form, see what it prints for one company, and map your own PDF forms.
• AdministrationLet IQ apply what it readsChoose which kinds of proposal IQ may write to the register without a reviewer, and how confident it has to be.
• AdministrationGive your team standard insight columnsSave the questions your team asks across the portfolio as column templates anyone can add to an insight.