Write research notes from a company filing

Give it a company filing, as a link to a Google Doc or as pasted text, along with the company's name, and run it whenever you want a first pass on the document. For each topic you choose, such as segment performance, stated risks or the outlook management gives, the AI writes notes on what the filing says: its statements in its own words, the figures it gives with the period each covers, what it does not say, and two things worth checking.

The notes are added to a Google Doc of your choice under a heading carrying the company's name and the date, so the document becomes a running record across quarters and nothing already in it is overwritten. They are not investment advice and say so: no recommendation, rating or price target, only what the filing itself states. Each block says how much of the filing was read out of how much, marked 'cut short' when a long report was not read to the end, and a topic not covered in the part read is listed as not covered rather than invented. If the AI gives no notes for a topic, the block names it and the run is marked as failed.

You need Google Docs and OpenAI connected, and the company's name, the filing and the link of your notes document filled in. Filings usually come as PDFs or web pages: copy the text into a Google Doc and give it that link, or paste the sections you want straight in.

Set companyName to blank.Set companyName to blank.

Set filingSource to blank.Set filingSource to blank.

Set notesDocumentLink to blank.Set notesDocumentLink to blank.

Set topics to:Set topics to:Segment performance Stated risks Management commentary and outlook

Set maxFilingCharacters to 200000.Set maxFilingCharacters to 200000.

Get the last item of notesDocumentLink split by /d/ and save it as notesLinkTail.Get the last item of notesDocumentLink split by /d/ and save it as notesLinkTail.

Get the first item of notesLinkTail split by / and save it as notesDocumentId.Get the first item of notesLinkTail split by / and save it as notesDocumentId.

If notesDocumentId is emptyIf notesDocumentId is empty

Yes

Stop and report a problem: No document id could be read out of the link in the 'notesDocumentLink' step. It should look like https://docs.google.com/document/d/1AbCdEf/edit.Stop and report a problem: No document id could be read out of the link in the 'notesDocumentLink' step. It should look like https://docs.google.com/document/d/1AbCdEf/edit.

No

No steps

Set filingText to blank.Set filingText to blank.

Set sourceLabel to blank.Set sourceLabel to blank.

If filingSource starts with httpIf filingSource starts with http

Yes

If filingSource doesn't contain /d/If filingSource doesn't contain /d/

Yes

Stop and report a problem: The 'filingSource' step holds a link, but not a link to a Google Doc, and the workflow cannot open PDFs or web pages. Open the filing, select all, copy, paste it into a new Google Doc and put that Doc's link (it looks like https://docs.google.com/document/d/1AbCdEf/edit) into 'filingSource', or paste the sections you need straight into the step.Stop and report a problem: The 'filingSource' step holds a link, but not a link to a Google Doc, and the workflow cannot open PDFs or web pages. Open the filing, select all, copy, paste it into a new Google Doc and put that Doc's link (it looks like https://docs.google.com/document/d/1AbCdEf/edit) into 'filingSource', or paste the sections you need straight into the step.

No

No steps

Get the last item of filingSource split by /d/ and save it as filingLinkTail.Get the last item of filingSource split by /d/ and save it as filingLinkTail.

Get the first item of filingLinkTail split by / and save it as filingDocumentId.Get the first item of filingLinkTail split by / and save it as filingDocumentId.

If filingDocumentId is emptyIf filingDocumentId is empty

Yes

Stop and report a problem: No document id could be read out of the link in the 'filingSource' step. It should look like https://docs.google.com/document/d/1AbCdEf/edit.Stop and report a problem: No document id could be read out of the link in the 'filingSource' step. It should look like https://docs.google.com/document/d/1AbCdEf/edit.

No

No steps

Change sourceLabel to filingSource.Change sourceLabel to filingSource.

If a step below fails, save the error as readErrorIf a step below fails, save the error as readError

Try

Google DocsRead filingDocumentId. Save it as filingDocument.Read filingDocumentId. Save it as filingDocument.

Trim filingDocument.text and save it as filingText.Trim filingDocument.text and save it as filingText.

On error

Show in the output: Could not read the filing document: readError as text.Show in the output: Could not read the filing document: readError as text.

No

Change sourceLabel to text pasted into the 'filingSource' step.Change sourceLabel to text pasted into the 'filingSource' step.

Trim filingSource and save it as filingText.Trim filingSource and save it as filingText.

If filingText is emptyIf filingText is empty

Yes

Stop and report a problem: There was no filing text to read, so no notes were written. Check that the 'filingSource' step holds the filing, and that the connected Google account can open it if it is a link.Stop and report a problem: There was no filing text to read, so no notes were written. Check that the 'filingSource' step holds the filing, and that the connected Google account can open it if it is a link.

No

No steps

Shorten filingText to maxFilingCharacters characters and save it as filingExtract.Shorten filingText to maxFilingCharacters characters and save it as filingExtract.

Count the characters in filingText and save it as filingLength.Count the characters in filingText and save it as filingLength.

Count the characters in filingExtract and save it as readLength.Count the characters in filingExtract and save it as readLength.

Format filingLength as a number with thousands separators with 0 decimal places and save it as filingCount.Format filingLength as a number with thousands separators with 0 decimal places and save it as filingCount.

Format readLength as a number with thousands separators with 0 decimal places and save it as readCount.Format readLength as a number with thousands separators with 0 decimal places and save it as readCount.

Build the text Read all @filingCount characters of the filing. and save it as readLine.Build the text Read all @filingCount characters of the filing. and save it as readLine.

If readLength is less than filingLengthIf readLength is less than filingLength

Yes

Build the text Read @readCount of @filingCount characters of the filing (cut short: the rest was not read; paste the sections you need, such as Risk Factors or Management's D... and save it as readLine.Build the text Read @readCount of @filingCount characters of the filing (cut short: the rest was not read; paste the sections you need, such as Risk Factors or Management's D... and save it as readLine.

No

No steps

Split topics by a new line and save it as topicList.Split topics by a new line and save it as topicList.

Set sections to an empty list.Set sections to an empty list.

Set topicsWithoutNotes to an empty list.Set topicsWithoutNotes to an empty list.

Set topicsNotCovered to an empty list.Set topicsNotCovered to an empty list.

Set topicsWithNotes to an empty list.Set topicsWithNotes to an empty list.

Set aiProblem to blank.Set aiProblem to blank.

For each topicLine in topicList:For each topicLine in topicList:

Trim topicLine and save it as topic.Trim topicLine and save it as topic.

If topic is emptyIf topic is empty

Yes

Skip to the next item.Skip to the next item.

No

No steps

Set notes to blank.Set notes to blank.

Set covered to blank.Set covered to blank.

If a step below fails, save the error as notesErrorIf a step below fails, save the error as notesError

Try

Run an AI agent: Company: companyName Topic: topic Filing extract: filingExtract and save it as topicReading.Run an AI agent: Company: companyName Topic: topic Filing extract: filingExtract and save it as topicReading.

Change covered to topicReading.output.covered.Change covered to topicReading.output.covered.

Trim topicReading.output.notes and save it as notes.Trim topicReading.output.notes and save it as notes.

On error

Change aiProblem to notesError.message.Change aiProblem to notesError.message.

If covered is noIf covered is no

Yes

Add topic to the end of topicsNotCovered and save it as topicsNotCovered.Add topic to the end of topicsNotCovered and save it as topicsNotCovered.

Skip to the next item.Skip to the next item.

No

No steps

If covered is not yes or notes is emptyIf covered is not yes or notes is empty

Yes

Add topic to the end of topicsWithoutNotes and save it as topicsWithoutNotes.Add topic to the end of topicsWithoutNotes and save it as topicsWithoutNotes.

Skip to the next item.Skip to the next item.

No

No steps

Add topicAdd topic notes to the end of sections and save it as sections.

Add topic to the end of topicsWithNotes and save it as topicsWithNotes.Add topic to the end of topicsWithNotes and save it as topicsWithNotes.

Join topicsNotCovered with , and save it as notCoveredList.Join topicsNotCovered with , and save it as notCoveredList.

Join topicsWithoutNotes with , and save it as withoutNotesList.Join topicsWithoutNotes with , and save it as withoutNotesList.

If sections is emptyIf sections is empty

Yes

If topicsWithoutNotes isn't emptyIf topicsWithoutNotes isn't empty

Yes

Stop and report a problem: No notes came back for withoutNotesList, so nothing was added to the notes document. Check that the OpenAI connection is working, then run it again. aiProblem.Stop and report a problem: No notes came back for withoutNotesList, so nothing was added to the notes document. Check that the OpenAI connection is working, then run it again. aiProblem.

No

No steps

Stop and report a problem: None of the topics (notCoveredList) is covered in the part of the filing that was read, so nothing was added to the notes document. readLine Check the topics in the 'topics' step, or give it the part of the filing that covers them.Stop and report a problem: None of the topics (notCoveredList) is covered in the part of the filing that was read, so nothing was added to the notes document. readLine Check the topics in the 'topics' step, or give it the part of the filing that covers them.

No

No steps

Join sections with a blank line and save it as notesText.Join sections with a blank line and save it as notesText.

Set notCoveredLine to blank.Set notCoveredLine to blank.

If topicsNotCovered isn't emptyIf topicsNotCovered isn't empty

Yes

Change notCoveredLine to Change notCoveredLine to Not covered in the part of the filing that was read: notCoveredList.

No

No steps

Set failedLine to blank.Set failedLine to blank.

If topicsWithoutNotes isn't emptyIf topicsWithoutNotes isn't empty

Yes

Build the text No notes came back for: @withoutNotesList (the AI step did not answer; run it again with just these in 'topics') and save it as failedLine.Build the text No notes came back for: @withoutNotesList (the AI step did not answer; run it again with just these in 'topics') and save it as failedLine.

No

No steps

Google DocsAdd the heading '@companyName - filing research notes - today's date' to notesDocumentId.Add the heading '@companyName - filing research notes - today's date' to notesDocumentId.

Google DocsAdd text to notesDocumentId.Add text to notesDocumentId.notesText Source: sourceLabel readLine@notCoveredLine@failedLine These notes describe what the filing says. They are not investment advice - there is no recommendation, rating, price target or view on the company in them - and every figure should be checked against the fili...

Join topicsWithNotes with , and save it as withNotesList.Join topicsWithNotes with , and save it as withNotesList.

If topicsWithoutNotes isn't emptyIf topicsWithoutNotes isn't empty

Yes

Stop and report a problem: Notes on withNotesList were added to the notes document, but no notes came back for withoutNotesList. Run it again with just those in the 'topics' step. aiProblem.Stop and report a problem: Notes on withNotesList were added to the notes document, but no notes came back for withoutNotesList. Run it again with just those in the 'topics' step. aiProblem.

No

No steps

Set notCoveredNote to blank.Set notCoveredNote to blank.

If topicsNotCovered isn't emptyIf topicsNotCovered isn't empty

Yes

Build the text Not covered in the part that was read: @notCoveredList. and save it as notCoveredNote.Build the text Not covered in the part that was read: @notCoveredList. and save it as notCoveredNote.

No

No steps

Finish the run: Added notes on withNotesList to the notes document. readLine@notCoveredNote.Finish the run: Added notes on withNotesList to the notes document. readLine@notCoveredNote.