MARKET RESEARCH
Material 8-K Filing Alert with Plain-English Summary
Polls for new 8-K filings from your tracked tickers, classifies the material event.
How it runs
The automated pipeline, trigger to output.
- TriggerIntraday schedule polls every 30 minutes
- ActionExa finds new 8-K filings for tracked tickersExa
- ActionPerplexity classifies triggering item and impactPerplexity
- LogicBranch on materiality allowlist; drop low-signal filings
- OutputPost material-event alert to Teams channelMicrosoft Teams
- ActionLog event to Coda filings registerCoda
What it does
Watches for newly filed 8-K current reports from the companies you track, identifies which item was triggered (executive departure, M&A, guidance revision, debt event, auditor change), and sends a concise plain-English alert. Routine or boilerplate 8-Ks are suppressed so you only hear about the ones that move a thesis.
When to use it
Use it when you need to react to disclosed material events the same day rather than discovering them in a quarterly review. Ideal for a small research team covering dozens of names where reading every filing isn't realistic.
How it works
- 1A schedule polls every 30 minutes during market hours.
- 2Exa searches the latest filings index for new 8-Ks on your tracked tickers.
- 3Perplexity reads each filing and classifies the triggering item and likely impact.
- 4A logic branch checks the classification against a materiality allowlist; low-signal items stop here.
- 5Material events get a formatted alert posted to a Microsoft Teams channel.
- 6The same event is logged to a Coda filings register for an auditable trail.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect Microsoft TeamsChannels, chats, files.
- 4Connect CodaDocs, packs, automations.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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