Template for Analyzing a Company's 10-K Report with Prompts

Is there a template where someone has built out all of the great prompts to gain insights into a companys 10-k? E.g. Find the 10k > biggest threats etc

10 comments

Tomi F.
·
·
Hello Frank! Our team has actually built a template to do exactly with Claygent! You can access it here: https://downloads.intercomcdn.com/i/o/w28k1kwz/1247680875/b17f304599bd80586dc18d430f20/CleanShot+2024-11-11+at+11_53_18.gif?expires=1731346200&signature=96d158c9e2f5ca1c22efaf9b9c899d6410588e3c1640c67e805676ffd11dc7d3&req=dSIjEc92nYlYXPMW1HO4zX1HPiUjCzXz9Q%2FF2ZIOrxrlwMlfxreR%2FhWDfpUA%0AQqNP%0A Note that the template takes the 10k url as input. if you don't have it, you can either make another Claygent prompt to search the web for it, for add this request at the top of this template's prompt
Frank S.
·
·
Thanks for getting back to me Tomi F. Is this the link I need for the template? Or should I follow and replicate the video? ^^
Tomi F.
·
·
No problem! You should follow the steps in the video in your own workspace. Let me know if any issues come up.
Frank S.
·
·
I shall thanks man!
Channeled
APP
·
·
Hi Frank S.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
APP
·
·
Thank you so much for sharing your feedback Frank S.!
Frank S.
·
·
Hey Tomi F. do you have a prompt for finding the 10-k report? Mine is not working.
Frank S.
·
·
DW found it!
Owen C.
·
·
Hey Frank, thanks for reaching out! Glad you were able to find this! Let us know if you have any other questions :)
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.

Template for Analyzing a Company's 10-K Report with Prompts | Clay