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.

Use this workflowHow it works

5 stepsWeekly check

The workflow diagram

Read 8-K filings from public accounts: workflow diagramThe 5 steps of this workflow, from its trigger to the final step.Every Friday, for each public account. Scores, schedules and toolsBWWHENTRIGGEREvery Friday, for eachpublic accountScores, schedules and toolsRead new 8-K filings. Paid per resultDATHENRead new 8-K filingsPaid per resultAny new filings?Any new filings?Summarize for a salesperson. Waits and logicBWTHENSummarize for asalespersonWaits and logicSave the summary. Audiences and recordsBWTHENSave the summaryAudiences and recordsAlert the owner. AIMEEAITHENAlert the ownerAIMEEThis path stops hereThis path stops hereYesNo
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

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.

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

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

How it works

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

  1. 1

    Read new 8-K filings

    Runs a BrandWell data lookup and brings the result back into the workflow.

  2. 2

    Any new filings?

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

  3. 3

    Summarize for a salesperson

    AIMEE classifies, extracts or writes using your instruction.

  4. 4

    Save the summary

    Saves what was found onto the record.

  5. 5

    Alert the owner

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

What you need

  • Workflow Wallet funds for paid lookups
  • AIMEE in your BrandWell plan
  • A list of target accounts

What it costs

Paid steps are charged per result from your Workflow Wallet, and you set the limit.

  • Assumes AIMEE is already enabled in your plan. Subscription fees are separate.
  • Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

$5.32 typical per 100 account checks, up to $5.32

Free sources run first when they can answer. You see a price before anything paid runs. Estimates use current customer prices.

Data partners

Free sources run first, then the rest in the order this workflow tries them.

  • Read new 8-K filings

    • PredictLeads

Related workflows