Turn a public company's SEC filing into a short strategy brief

Enter a company name and the AI researches its latest SEC filing and turns it into a short, useful brief.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig(("user enters company name")):::human s0["research latest sec filing"]:::svc s1["extract financial highlights"]:::task s2["match initiatives to vendor"]:::task s3[("create brief in google docs")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"strategy brief document created"/]:::out pay{{"fast prospect research before meetings"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepAn outside serviceA personA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsAI Chatbots & AssistantsImage & Media ProcessingReporting & AnalyticsResearch & Market IntelligenceFinance & Accounting
Connects
PerplexityGoogle DocsGoogle Drive

The problem it solves

You need to understand a prospect's financials and priorities before a meeting, but SEC filings are long and dense. Reading them by hand and connecting the dots to your own offerings takes time you don't have.

Who it fits

Sales engineers, analysts, and business development teams who need quick briefs on public companies.

How it works

  1. You enter a company name, URL, or stock ticker along with a vendor to match against
  2. AI researches the company's latest 10-K or 10-Q filing in depth
  3. It pulls out the financial highlights and top strategic initiatives
  4. The initiatives are matched to relevant solutions from your chosen vendor
  5. A clean brief is created as a Google Doc
What you get

Briefs ready before your next sales call

You get a short, focused brief on a public company's latest filing, matched to what you sell.

What you get

A Google Doc brief covering a company's financials, key initiatives, and matching vendor solutions.

What you need

A Perplexity-enabled API account and a Google Drive account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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