MARKET RESEARCH
Filing radar: turn new SEC 8-K material events into a Coda strategy brief
Polls SEC EDGAR for new 8-K filings from your tracked public companies, classifies the material event, and appends a decision-ready brief row to a Coda doc.
How it runs
The automated pipeline, trigger to output.
- TriggerIntraday schedule polls EDGAR
- ActionFetch new 8-K exhibits per tracked companyFirecrawl
- LogicKeep only filings since last run
- ActionClassify event type and write 'why it matters'OpenAI
- OutputAppend strategy brief row to CodaCoda
What it does
Monitors SEC EDGAR for fresh 8-K filings from the public companies you track and converts each one into a short, classified strategy brief. It reads the filing exhibits, identifies whether the event is an acquisition, executive change, restructuring, or financing move, and logs it in a Coda table your team can triage.
When to use it
When you follow public competitors or partners and need same-day awareness of material corporate events — M&A, leadership shakeups, debt raises — rather than discovering them in a quarterly review.
How it works
- 1A schedule polls EDGAR several times a day.
- 2Firecrawl fetches each tracked company's recent-filings page and pulls new 8-K exhibit text.
- 3A logic step keeps only filings dated since the last run.
- 4OpenAI classifies the material-event type and writes a three-sentence 'why it matters' brief.
- 5Each brief is appended as a row to a Coda table tagged by company and event type.
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 it inside a business
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Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.