MARKET RESEARCH
Extract 10-Q Risk & Strategy Signals into a Competitor Board
When a tracked competitor files a new 10-Q, fetch the filing, extract the MD&A, risk-factor, and guidance changes.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled poll for new 10-Q filings by tracked ticker
- ActionFetch and clean filing HTMLFirecrawl
- LogicFilter: 10-Q only, skip already-recorded filings
- ActionExtract MD&A, risk-factor, and guidance deltas to JSONOpenAI
- OutputAppend structured signal row to Coda boardCoda
What it does
Watches the SEC filing feeds for your tracked competitors and, on each new 10-Q, pulls the document, isolates the sections that actually move strategy — Management Discussion & Analysis, updated risk factors, and any restated guidance — and writes one clean signal row per filing into a Coda table your team already reviews.
When to use it
Use it when you maintain a competitive-intelligence board in Coda and want quarterly filings summarized the same way every time, instead of an analyst hand-copying paragraphs. Best for teams tracking 5-30 public competitors where reading every full 10-Q is impractical.
How it works
- 1A scheduled check polls for new 10-Q filings matching your tracked tickers.
- 2Firecrawl fetches and cleans the filing HTML into readable text.
- 3A filter drops anything that isn't a 10-Q or is already in the board.
- 4OpenAI extracts MD&A themes, new/removed risk factors, and guidance deltas into a fixed JSON shape.
- 5The result is appended as a new row in the Coda competitor-strategy board, with section links back to the source.
Set it up
What you configure once, before turning it on.
- 1Connect FirecrawlCrawl, scrape, structured extract.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect CodaDocs, packs, automations.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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