Building AI workflows — How to triage your watchlist

News & Insights

9fin Team1 Dec 2026 | Global | 2 minute read

When the next reporting season hits and there’s a lot to read in little time, how much can your AI assistant take off your desk? Join 9fin’s credit analyst Matthew Hughes for a practical session on AI workflows for LevFin analysts.

The 9fin Connector brings our proprietary data, reporting, and specialist analysis into your AI assistant. We’ll show you how to use it to turn your watchlist into a repeatable workflow that identifies what’s changed, which credits need attention, and what to ask management next.

Learn how to:

Set up a weekday morning brief across your watchlist
Pull results and earnings call transcripts as they land and rank what changed by leverage, liquidity and guidance
Investigate flagged credits and prepare for management calls with templates that turn the latest numbers into targeted questions
Save each workflow as a skill or a schedule and run it on your own book

Who is this for? LevFin investors and analysts
Date: Tuesday 1 December
Time: 11am ET | 4pm GMT
Agenda: 15-minute walkthrough, 5-minute Q&A

Also in the series: How to analyze and benchmark covenants · How to build a credit view

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