How to build an IC Memo Agent
This agent retrieves relevant information from SharePoint investment memos, uses advanced AI to answer user questions, and emails a clear, referenced summary to the end user.
Challenge
Analysts struggle to quickly synthesize, answer, and communicate insights from complex investment memos stored in SharePoint.
Industry
Finance
Department
Research
Integrations
Anthropic
Gmail
SharePoint
This agent streamlines investment committee workflows by connecting user questions with the right information and communication channels. When a user—verified by end user connection check—submits a question, the agent searches a specified SharePoint folder for relevant investment memos, extracts the most pertinent content, and passes it to an Anthropic LLM (Claude Sonnet 4) for expert analysis and answer generation. The answer, along with references to the source documents, is then formatted and sent to a second LLM (OpenAI GPT-5), which crafts a succinct, professional email summarizing the question and answer. Finally, the agent automatically sends this email to the end user using a pre-configured Gmail connection, ensuring timely and well-documented communication.
