You do not need to code to build an AI research workflow. Not Python, not an API, not a single line.
The thing separating a non-coder from a real research operating system was never engineering. It is a repeatable system. Most people open a chat window, ask one question, read one answer, and close the tab. No sources, no structure, no memory of last time. That is a search bar, not a workflow.
Here are the four parts, all no-code:
1. A standing source list: the filings, earnings calls, and comps you trust, in one place you point AI at every time. 2. A repeatable prompt: write the instructions once, save them, paste the same prompt every filing, demand one output format. 3. A citation rule: every figure gets a source, a page, and a date, or you cut it. Label each as positive, negative, or unclear. 4. A filing system: one place for what AI returns, sorted so you can find it later.
Who does what: AI extracts, organizes, and drafts. You decide what it is worth and whether anything changes. None of this required code. It required discipline.
Save this one and build your version this week.
Educational content only. Not investment advice, and not a recommendation to buy, sell, or hold any security. Wall Street Prompt. Always verify against the primary source.