Find and analyze data from 10-K reports
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This workflow will allow you to:

  1. Find a publicly-traded company's most recent 10-K pdf
  2. Analyze the 10-K report and extract a list of future priorities and operational risks

For detailed instructions on how to use this template, check out this Claybook

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Description

The Clay workflow 'Find company influencers by following, recent posts, and experience' is an invaluable tool for marketers and sales teams as it enables them to identify key players in their industry. By tracking influencers' activity and analyzing their following, sales and marketing teams can strategically reach out and engage with these influencers, potentially expanding their brand's visibility and reach. Additionally, this workflow streamlines the process of finding collaborators for content partnerships and promotional campaigns, ultimately driving more leads.

Instructions

Change prompts and formulas to your company's operations and campaign objectives

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Find and analyze data from 10-K reports

Duplicate

This workflow will allow you to:

  1. Find a publicly-traded company's most recent 10-K pdf
  2. Analyze the 10-K report and extract a list of future priorities and operational risks

For detailed instructions on how to use this template, check out this Claybook

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