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

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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

  • Avatar of Tomi F.
    Tomi F.
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    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

  • Avatar of Frank S.
    Frank S.
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    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? ^^

  • Avatar of Tomi F.
    Tomi F.
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    No problem! You should follow the steps in the video in your own workspace. Let me know if any issues come up.

  • Avatar of Frank S.
    Frank S.
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    I shall thanks man!

  • Avatar of Channeled
    Channeled
    APP
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    Hi Frank S.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:

  • Avatar of Channeled
    Channeled
    APP
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    Thank you so much for sharing your feedback Frank S.!

  • Avatar of Frank S.
    Frank S.
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    Hey Tomi F. do you have a prompt for finding the 10-k report? Mine is not working.

  • Avatar of Frank S.
    Frank S.
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    DW found it!

  • Avatar of Owen C.
    Owen C.
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    Hey Frank, thanks for reaching out! Glad you were able to find this! Let us know if you have any other questions :)

  • Avatar of Channeled
    Channeled
    APP
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    Hey there - just wanted to check in here to see if you needed anything else! Feel free to reply back here if you do.

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    Channeled
    APP
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    We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!

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    Channeled
    APP
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