MARKET RESEARCH
On-Demand Company Disclosure Brief
Drop a ticker into a chat and an agent assembles a full disclosure brief from the latest 10-K, 10-Q, earnings call, and recent press.
How it runs
The automated pipeline, trigger to output.
- TriggerAnalyst sends a ticker in chat
- ActionExa locates latest 10-K, 10-Q, and transcriptExa
- ActionPerplexity gathers recent news and commentaryPerplexity
- LogicAgent reconciles figures and drafts structured brief
- OutputWrite one-pager to Coda and return the linkCoda
What it does
Given a single company ticker, an agent gathers the most recent annual and quarterly filings, the latest earnings call, and recent public news, then synthesizes a one-page brief: business summary, latest reported numbers, stated risks, guidance, and any open questions worth diligencing. Every claim carries a source link.
When to use it
Reach for it when a new name lands on your desk and you need a fast, defensible starting point before a deeper dive — pitch prep, a screen hit you want to vet, or a meeting in an hour.
How it works
- 1An analyst sends a ticker in the chat trigger.
- 2The agent uses Exa to locate the company's latest 10-K, 10-Q, and earnings transcript.
- 3It uses Perplexity to pull recent news and analyst commentary around the name.
- 4The agent reasons over the gathered material, reconciles conflicting figures, and drafts the structured brief with inline citations.
- 5It writes the finished one-pager to a Coda doc and returns the link in the chat.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect PerplexitySearch-grounded answers with citations.
- 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 it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.