MARKET RESEARCH
Regulatory Filing Change Watcher with Materiality Brief to Slack
Scans Brave Search for new or amended regulatory filings on a watchlist of tickers, scores each change for materiality, and posts a ranked analyst brief to Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday pre-market schedule fires
- ActionBrave Search for new filings per tickerBrave Search
- LogicDrop URLs already seen in prior runs
- ActionOpenAI scores materiality vs prior filingOpenAI
- LogicKeep filings above materiality threshold
- OutputPost ranked analyst brief to SlackSlack
What it does
It runs a recurring sweep across a watchlist of companies, finds freshly published or amended regulatory filings via Brave Search, and asks an LLM to judge how materially each change differs from the prior disclosure. Filings that clear a materiality threshold are summarized into a tight analyst brief and posted to a Slack channel; immaterial noise is dropped.
When to use it
Use it when an equity or credit research desk needs same-day awareness of 10-K/10-Q/8-K and equivalent filings without a human babysitting EDGAR-style feeds. It is built for analysts who only want to read the filings that actually move a thesis.
How it works
- 1A schedule fires every weekday morning before market open.
- 2For each ticker on the watchlist, Brave Search queries the issuer name plus filing keywords to surface new disclosure URLs.
- 3A logic step filters out URLs already seen in prior runs so only net-new or amended documents proceed.
- 4OpenAI reads each filing excerpt, compares it against the stored prior version, and assigns a 0-100 materiality score with a one-line rationale.
- 5A logic branch keeps only filings scoring above the threshold.
- 6Slack receives a ranked brief: ticker, filing type, materiality score, and the key change.
Set it up
What you configure once, before turning it on.
- 1Connect Brave SearchWeb, news, image, video search.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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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