Wokelo
Agentic Builder ™

Drag. Drop. Deploy Intelligence

Differentiate beyond general-purpose LLMs with bespoke analysis that showcase your unique methodologies, not generic AI responses.

How it works

Codify What Makes You Great

Design and automate custom research workflows that layer your firm's proprietary frameworks into every output.

Canvas Your Flow

Canvas Your Flow

Build agentic workflows with drag-and-drop builder: select AI model, set frameworks, customize prompts.

Connect Data Sources

Connect Data Sources

Ingest data from included premium subscriptions, web feeds, your own datasets, or direct file uploads.

Generate Outputs

Generate Outputs

Make inline edits or iterate using our built-in editor. Export as Docs, PDFs, Excel sheets, or PPT decks.

Features

Key Capabilities

Everything you need to codify and scale your firm's proprietary methodologies.
Visual Workflow Builder Wokelo visual workflow builder interface with drag-and-drop modules to configure and standardize firm-specific research workflows as automated agents for codifying and scaling proprietary methodologies

Visual Workflow Builder

Drag‑and‑drop modules to configure workflows as standardized agents.

Source Assured Wokelo output view with highlighted insights and linked source references showing how each data point is rooted in reliable, cited source material for verifiable analysis

Source Assured

Each data point is rooted in reliable, cited source material.

Bring Your Files Wokelo secure file upload interface with vault-style uploader and imported internal documents to integrate proprietary materials alongside external signals for comprehensive research

Bring Your Files

Upload documents to include proprietary materials alongside external signals.

Client-Ready Exports Wokelo export options menu showing PowerPoint, Word, PDF, and Excel formats with editable texts, charts, and tables for sharing client-ready deliverables that remain fully editable

Client-Ready Exports

PowerPoint / Word / PDF / Excel; texts, charts and tables stay editable.

Q&A and Inline Editor Wokelo AI assistant chat interface with inline editing capabilities and uploaded files to ask follow-up questions, make quick edits, or regenerate sections for faster iteration

Q&A and Inline Editor

Ask follow-up questions, make quick edits, or regenerate entire sections.

Bulge-Bracket M&A Advisory Firm Turns 200+ Deals of Expertise into Repeatable Workflows

Our edge came from a unique diligence methodology refined over 200+ transactions. But it lived in PPT templates and partners' heads. Agentic Builder let us codify our frameworks into repeatable workflows which our analysts can execute consistently without diluting quality.
3x

increase in deal evaluation capacity

~2 weeks

saved per deal on standardized analysis

Ready to codify your workflows?

See how the Agentic Workflow Builder transforms your firm's playbooks into intelligent, automated AI agents.
Agentic Builder™ – Custom AI Research Agents | Wokelo