How to Run a Workflow

Learn how to configure and execute an earnings call analysis workflow using standard background runs or the interactive chat interface.

June 8, 2026 By Aishwarrya Tamilselvan

This guide demonstrates how to configure and execute an Earnings Call Analysis workflow. Completing this task enables you to quickly process, tag, and analyze financial transcripts for selected companies, saving valuable time during earnings seasons.

This process is designed for financial analysts, equity researchers, and investors. It is particularly useful during quarterly reporting periods when rapidly digesting new corporate earnings data is essential to the research workflow.

Navigate to the CalQuity dashboard.

Step #2: Click Workflows in the left-hand vertical navigation sidebar. — Click **Workflows** in the left-hand vertical navigation sidebar.

Method 1: Running a Standard Workflow

Step #3: Locate the Earnings Call Analysis template and click Run. — Locate the **Earnings Call Analysis** template and click **Run**.

You must specify the target company and time period to accurately configure the workflow query.

When configuring the analysis, you will need to define the following parameters:

Parameter	Purpose
Company Ticker	Identifies the specific publicly traded company to analyze (e.g., SAPPHIRE).
Quarter	Sets the fiscal quarter for the earnings report (e.g., Q4).
Financial Year	Determines the fiscal year corresponding to the chosen quarter (e.g., FY2026-27).

Step #4: Click the Company Ticker input field in the modal window. — Click the **Company Ticker** input field in the modal window.

Step #5: Search the dropdown menu and select your target company. — Search the dropdown menu and select your target company.

Step #6: Select the relevant fiscal Quarter. — Select the relevant fiscal **Quarter**.

Step #7: Choose the corresponding Financial Year from the dropdown menu. — Choose the corresponding **Financial Year** from the dropdown menu.

Step #8: Click Run workflow to initiate the analysis process. — Click **Run workflow** to initiate the analysis process.

Method 2: Using the Compass Chat Interface

Instead of running a background workflow, you can interact directly with the analysis parameters via the Compass chat query builder.

Step #9: From the workflows grid, select the Use in chat option on the Earnings Call Analysis template. — From the workflows grid, select the **Use in chat** option on the Earnings Call Analysis template.

Step #10: Use the query input bar at the bottom of the screen to define your Ticker, Quarter, and Financial Year before sending your chat prompt. — Use the query input bar at the bottom of the screen to define your **Ticker**, **Quarter**, and **Financial Year** before sending your chat prompt.

Term	Definition
Ticker	A unique abbreviation or symbol representing a specific publicly traded company on a stock exchange.
Earnings Call	A teleconference or webcast where a public company's management discusses the financial results of a recent reporting period.
Fiscal Quarter	A three-month period on a corporate financial calendar used as a standard increment for reporting earnings.