Tracking capital calls across portfolios can be time-consuming, and missing a high-impact transaction can be risky. With CloudQix, you can automate the process: pull cash flow activity from Arch Labs, enrich it in Addepar, and get instant notifications in Microsoft Teams when a transaction exceeds your defined risk threshold. This workflow helps your team focus on what matters, without manually reviewing every transaction.
How the Arch Labs-Addepar-Microsoft Teams Automation Works
This workflow is designed to identify the capital calls that matter most, without overwhelming your team with low-impact activity.
1. Cash Flow Activity Pull from Arch Labs
The automation begins by retrieving recent cash flow activities directly from Arch Labs. This ensures your workflow starts with all the relevant activities that could affect your portfolio.
2. Capital Call Filtering
Next, the workflow filters the activity list to identify only capital calls. By narrowing the focus early, the automation prioritizes high-impact financial events.
3. Capital Call Looping
Each capital call is processed individually. This allows the workflow to handle multiple transactions accurately and prepare them for evaluation in Addepar.
4. Capital Call Detail Lookup in Addepar
For each capital call, the workflow requests additional information from Addepar, including:
- Total capital call value
- Associated portfolio
- Portfolio value data
This data is used to calculate an impact ratio for the transaction.
5. Data Mapping and Impact Calculation
A map transform step consolidates all relevant capital call information into a single structured message. Here, the workflow calculates an impact ratio, determining how significant the capital call is relative to the portfolio’s total value.
6. Impact Threshold Evaluation
The workflow then checks whether the calculated impact ratio meets or exceeds a predefined threshold. This threshold reflects what your team considers a high-risk or high-impact capital call.
7. Microsoft Teams Notification
If the capital call exceeds the threshold, a detailed notification is sent to Microsoft Teams. The message includes all key details and impact context, allowing your team to assess and respond quickly. If the capital call does not meet the threshold, the workflow ends without sending an alert.
Why Connect Arch Labs, Addepar, and Microsoft Teams with CloudQix?
This automation gives teams immediate visibility into high-impact financial activity without constant manual review.
With this workflow, you can:
- Pull cash flow activity directly from Arch Labs
- Filter for capital calls automatically
- Enrich data with Addepar for portfolio-level impact
- Notify teams instantly via Microsoft Teams
- Reduce risk by surfacing only critical transactions
Connect Arch Labs, Addepar, and Microsoft Teams with CloudQix
You can deploy this same automation and more directly inside CloudQix. CloudQix enables teams to connect multiple systems and automate complex workflows using prebuilt connectors. Teams can build and deploy automations in hours instead of weeks without writing custom code.
Create your free CloudQix account today and start turning financial activity into more actionable insight!
