Best Ways to Read Financial Reports from PDF Links

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Hi guys, what would be the best way to read a pdf link. I have extracted the link to the pdf download I just need the easier way to read a financial report and get an insight from it. I've seen you can use PDF.co API but i do not have the explorer plan. I could also use Zapier I imagine. any tips or help would be very much appreciated. :)

3 comments

Channeled
APP
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For analyzing financial reports, you can use our Oakie AI integration to extract insights from 10-Ks and 10-Qs of public companies. The process involves: 1. Finding the company's stock ticker 2. Using Oakie AI enrichment with the ticker 3. Specifying filing type and date range 4. Asking specific questions about the company Alternatively, we have a template specifically for extracting data from 10-K reports that automates the process. You can also use Zapier to generate research summaries and send them to Google Docs, Notion, or other platforms where you prefer to work.
Sources: Zapier x Clay integration | Clay.com Enrich from Financial Filings - Clay University Just-in-Time Information (Automating Meeting Prep) [CRM Enrichment] - Clay University Claybooks: Extract data from hundreds of 10-K reports in minutes | Clay.com Enrich from Financial Filings - Clay University
Bo (.
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Hey, The easiest way to handle that in Clay is by using Claygent. Just pass the PDF link into a Claygent column and use a prompt like: “Read this PDF and summarize the key financial insights.” Claygent will fetch the file, read its content, and return a clean summary—no need for external tools like PDF.co or Zapier. Let me know if you want help setting that up!
Bailey S.
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Thanks, yeah I was using claygent with 4o, changed to argon and worked perfect!