MARKET RESEARCH
Weekly Materiality-Ranked Filing Digest by Email
Each Friday, aggregates the week's regulatory filings across the coverage universe, ranks them by materiality.
How it runs
The automated pipeline, trigger to output.
- TriggerFriday weekly schedule fires
- ActionBrave Search collects week's filingsBrave Search
- LogicDedupe and roll up per issuer
- ActionOpenAI ranks materiality and writes takeawaysOpenAI
- OutputEmail grouped digest via GmailGmail
What it does
It compiles a once-weekly digest of every regulatory filing surfaced across the coverage universe during the week, has an LLM rank them by materiality and group them by issuer, and emails a formatted roundup. Each entry carries a materiality score, a one-sentence takeaway, and a source link, so analysts get a single scannable summary instead of a stream of interruptions.
When to use it
Use it as the low-noise counterpart to real-time alerts: for names where intraday paging would be overkill but a weekly review is exactly right. It suits PMs and analysts who prefer to batch their filing review into one Friday read.
How it works
- 1A weekly schedule fires Friday afternoon.
- 2Brave Search collects the week's filings across the coverage list.
- 3A logic step deduplicates and rolls up filings per issuer.
- 4OpenAI scores materiality, writes a one-line takeaway per filing, and orders the digest.
- 5Gmail sends the grouped, ranked digest to the analyst distribution list.
Set it up
What you configure once, before turning it on.
- 1Connect Brave SearchWeb, news, image, video search.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.