Read 8-K filings from public accounts

Each week, reads new 8-K filings at your public accounts, has AI summarize leadership changes, acquisitions, restructuring and new agreements in plain words, and alerts the owner with what it could mean for you.

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  • 5 steps, weekly check
  • PredictLeadsPartner discounts passed to you, no markup
  • From $4.00 per 100 account checks
Sample run illustrative data6 steps
  1. Starts every Friday, for each public account. Free.
  2. A company's SEC filings. Charged per match from your wallet, lowest price first. Misses are free.
  3. If yes, it goes on to "Summarize for a salesperson". If no, it stops for that person. Free. Checks never cost anything.
  4. AIMEE classifies, extracts or writes using your instruction. Uses what is in your plan.
  5. Saves what was found onto the record. Uses what is in your plan.
  6. AIMEE tells the right person, with the context they need. Uses what is in your plan.
Done: sent.A heads-up for your team, with the context.Run it on mine
The payoff

What this unlocks

Each week, reads new 8-K filings at your public accounts, has AI summarize leadership changes, acquisitions, restructuring and new agreements in plain words, and alerts the owner with what it could mean for you.

Public companies must disclose major events within days, and a plain summary gives your team the inside story without reading legal text.

  1. Trigger
  2. DABrandWell data
  3. BWRules
  4. AIAIMEE

A heads-up for your team, with the context.

  • The news, funding and changes that make an account worth a call today.

  • It runs on its own, every Friday, for each public account.

API and MCP

Builders can integrate.

Integrate workflows like this into your own app, agentic workflows, or internal tools via API or MCP. Benefit from discounted data partnership relationships with no additional markup to you.

It's like OpenRouter, but for revenue-focused workflows you can build visually and deploy programmatically.

How it works

Step by step, in plain words

It starts every Friday, for each public account, or run it now.

  1. 1
    DARead new 8-K filings

    Read new 8-K filings

    A company's SEC filings.

    Returns results.
  2. 2
    IfData is set

    Any new filings?

    If yes, it goes on to "Summarize for a salesperson". If no, it stops for that person.

    Who moves on and who stops here.
  3. 3
    BWAI step: classify, extract or write

    Summarize for a salesperson

    AIMEE classifies, extracts or writes using your instruction.

    An answer, label or score for each record.
  4. 4
    BWSet record fields

    Save the summary

    Saves what was found onto the record.

    The record updated and tagged.
  5. 5
    AINotify someone in AIMEE

    Alert the owner

    AIMEE tells the right person, with the context they need.

    A heads-up for your team, with the context.

From $4.00 per 100 account checks

Nothing is sent outside your team, so nothing waits for approval.

Benefits

Why teams run it

  • Hours back every week

    All 5 steps run on their own, every Friday, for each public account, so no one has to remember.

  • Safe to leave running

    Nothing is sent to anyone, so it can run in the background without a review.

  • Lowest price first

    Our own data runs first, then partners from the lowest price at the rates we negotiated, with no markup. Misses are free.

  • Start it any way

    Run it on one person, a list, an audience or from your own agent, and get the results in place.

Make it yours

Start here, then make it yours

Partner data at our cost. No markup on any partner price.

  • Change any step Swap, add or remove any of its 5 steps on your canvas, or ask AIMEE to do it.
  • Plug in your own tools Use any partner's data at our cost, with no markup on any partner price.
  • Build apps and internal tools Turn the same nodes into revenue-focused apps and tools your team runs in one click.
  • Give every teammate's agent its tasks Assign tasks to each team member's agent. Only BrandWell does this.
  • And more Schedule it, call it from Claude or ChatGPT, or share your version and earn 20% recurring on all referrals.
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6 nodes in this workflow

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Questions, answered

How far does the $50 of included usage go?

Every plan includes $50 of usage each month. Spent only on work emails that LeadFuze finds, that is roughly 10,000 enriched leads a month. Misses are free.

Why is there no free trial?

Every plan runs on paid third-party data partners: intent signals, contact records and visitor identification. Your plan includes that data allowance, and we pay for it from day one. So instead of a trial, everything is month-to-month and you can cancel any time in-app.

What happens when the $50 runs out?

Runs pause at your limit, so nothing overspends. Top up from $10, or turn on auto top-up.

Do you mark up data partners?

No. You get the discounted rates we negotiated with each partner, with no markup on top. BrandWell data always runs first and costs less than any partner.

Can I run it on a list or from my own tools?

Yes. Run it on one person, a CSV or Google Sheet, an audience, or from Claude, ChatGPT and Zapier.

Run it on your market today.

Then share your version: 20% recurring on all referrals, and it's listed in the workflow library.

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