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Chat-based workflow
automation for trading
Traders keep negotiating in chat. ipushpull turns what they agree into structured, approved actions that reach your OMS, ETRM or CTRM, with every step on record.
What is chat-based workflow automation for trading?
Chat-based workflow automation uses enterprise chat as the place where trading workflows start and get approved. A message, command or bot prompt in chat triggers the workflow. ipushpull extracts the fields, checks them against permissions and rules, routes them for approval and sends the result to the system of record.
ipushpull sits in front of your OMS, ETRM or CTRM and feeds it, so the systems of record stay as they are. It works across Bloomberg, Symphony, Microsoft Teams, WhatsApp, Slack, Telegram, WeChat and LSEG Messenger.
Koch Energy Services has booked more than 90,000 physical gas trades from chat with ipushpull, cutting trade-entry time by 85%. Read the Koch Energy Services case study.
Automate RFQs, quote distribution, approvals and trade capture from chat.
Standardise unstructured chat into structured workflows and data objects.
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Maintain surveillance-ready audit trails in regulated environments.
What goes wrong when chat is the workflow
Lost intent: the size, price and counterparty sit in a thread and nowhere else.
Retyping: someone keys the same trade into a spreadsheet, the booking system and an email.
Inconsistency: each desk, and each trader, handles RFQs differently.
Approvals off the record: sign-off happens in a side chat that compliance never sees.
How it works
1. A message, command or bot prompt in chat starts the workflow.
2. An AI agent extracts the fields: instrument, size, price, counterparty and time.
3. ipushpull checks them against entitlements, thresholds and business rules.
4. The right trader, salesperson or risk approver confirms or corrects.
5. ipushpull completes the next step: publishes a quote, updates Excel or books the trade.
6. Every event is logged for surveillance and compliance.
Typical trading workflows automated in chat
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-RFQ intake and triage
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-Quote generation and distribution
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-Pre-trade negotiation routing
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-Approval chains (risk, limits, sales sign-off)
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-Trade capture and booking handoff
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-Market colour summarisation and distribution
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-Post-trade updates to clients and internal teams
Outcomes for Trading Firms
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Speed & Reach
Faster RFQ response and negotiation cycles.
Reduced handoff time between agreement and action.
Wider client or dealer reach
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Accuracy
Fewer number of manual capture errors.
Consistent data structures across desks.
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Control & Compliance
Permissions enforced at each step.
Central policy rules for approvals and publishing.
Full audit trail of triggers, decisions, and outputs.
Financial markets use cases
RFQ workflow in chat
RFQ workflow in chat
Problem: RFQs are hard to track and never recorded
ipushpull workflow: RFQ messages trigger a structured workflow, routing to the correct trader and capturing required fields.
Result: Faster, standardised RFQ handling with audit to analyse later and improve the likelihood of finding the best trade.
Quote Validation and Approval
Quote Validation and Approval
Problem: Traders and sales teams share prices and price runs in chat, but approvals are often informal, fragmented, or handled outside core systems.
ipushpull workflow: Quotes triggered in chat route to approval rules; once approved, ipushpull publishes to the right channel.
Result: Governed approval workflows to chat-distributed pricing without slowing execution.
Negotiation to booking
Negotiation to booking
Problem: Agreement in chat is manually re-entered into booking systems.
ipushpull workflow: Extract terms in chat, validate, and pass structured data to booking.
Result: Reduced errors and time-to-book.
See the full workflow in trade capture and booking automation in trading markets.
Frequently asked questions
What is chat-based workflow automation for trading?
Using enterprise chat as the trigger and control surface for trading workflows so that unstructured messages become permissioned, structured actions with audit.
Which chat platforms are supported?
ipushpull works with Bloomberg, Symphony, Microsoft Teams, WhatsApp, Slack, Telegram, WeChat and LSEG Messenger, and processes messages from each through the same governed workflow.
Can workflows be automated without forcing users to change how they work?
Yes. Workflows are triggered from the chat channels teams already use, so adoption relies on existing behaviour rather than new tooling.
How are approvals and permissions enforced?
Rules can be configured by product, size, price bands, roles, or desk policies. Each step is validated before publishing or booking.
How does this connect to trade capture?
Trade capture and booking is a downstream workflow within this category. Chat messages trigger extraction and validation before passing structured trades to booking systems. For more information go to the trade capture & booking page.