Troubleshooting 10K Report Workflow for Detailed Summaries

·

Hey, so for the 10k report workflow, I am trying to extract certain points from the 10k report in the URL and want to get a detailed summary but I am getting very short responses and for some even if those points are mentioned in the report it is showing - Nothing found Table link: https://app.clay.com/workspaces/124751/tables/t_0sw41xrNtpAWTuGyiNg/views/gv_7SZybAtQQgAN How do I get a detailed summary?

2 comments

Channeled
APP
·
·
To get detailed summaries from 10-K reports, use our AI feature to refine the initial output: 1. Summarize with AI - Use the AI option (not Claygent) to condense detailed information 2. Use the Meta prompter to structure your request and ask AI to "Extract three key insights about challenges this company is facing" 3. Be specific in your prompts - Instead of asking for general summaries, request specific data points like financial statements, operational risks, or strategic initiatives The initial comprehensive output can be lengthy, so processing it through AI helps make it actionable. You can also map key points to separate columns once you get results. If you're still getting "Nothing found" responses, the issue may be with your prompt specificity or the URL accessibility.
Sources: Enrich from Financial Filings - Clay University Enrich with Perplexity - Clay University Use AI | Documentation | Clay University
Smit V.
·
·
Hi Dishaa, thank you for reaching out! I just checked your table and it seems you were able to make it work! Can you please confirm if you are still looking for help? Let me know and I'd be happy to take a look into it :)