Write research notes from a company filing
Reads a company filing you supply and writes notes on what it says - segments, risks, management commentary - into a Google Doc.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
If
filingSourcestarts with “http”- 1Google DocsGet document textReads the filing text out of the Google Doc you link to, when you supply a link rather than pasted text.
- 1
- 2Google DocsInsert headingInserts a dated heading carrying the company's name into your notes document before the new notes go in.
- 3Google DocsAppend textAppends the notes for every topic, the source, how much of the filing was read out of how much, any topic not covered, and a line saying they are not advice.
How it works
What happens on each run, in plain English.
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.
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