Daily HubSpot target account SEC filings sales signal workflow

Every weekday at 7am ET, turn overnight SEC filings on my HubSpot target accounts into ready-to-act sales signals. Use a cron trigger scheduled Monday through Friday at 7am America/New_York.

Inputs the user provides at setup: 1) the HubSpot account where the target companies live, 2) the HubSpot company property that flags a target account (e.g. a boolean like is_target_account or a list-membership property), 3) the HubSpot company property that stores the stock ticker (e.g. ticker_symbol), 4) the Slack workspace and the channel for the daily roll-up (default #sales-intel).

Steps for each run:

1. Call HubSpot Search Companies, filtered to accounts where the target-account property is true AND the ticker property is non-empty. Page through all results. Capture each company's id, name, account owner id, and ticker.

2. For each ticker, call Financial Research Get SEC Filings filtered to form types 8-K, 10-K, and 10-Q and to a date range covering the last 24 hours (use the previous run's end time when available so weekend filings get picked up Monday). 8-Ks are the priority because they announce material events: M&A, leadership changes, restructuring, guidance updates, large contracts. Dedupe by accession number so the same filing never produces a second note across reruns.

3. For every company that had a new filing, read the filing and write a plain-English summary of the material event (what happened, what changed, why it matters to a buyer). Then draft two or three personalized outreach angles tied to what we sell. The agent should have access to a short description of our product so the angles are specific, not generic.

4. On the matched HubSpot company record, call Create Note with the summary plus the outreach angles plus the EDGAR link to the filing. Then call Create Task assigned to the existing account owner, due today by end of day, priority HIGH, subject like "Reach out: <Company> <filing type> on <date>", body containing the same outreach angles and the EDGAR link. Associate both the note and the task with the HubSpot company id.

5. After every account has been processed, send one roll-up message via Slack Send a Message to the configured channel. The message lists every account that got a new note today, grouped one block per company, with the company name, the filing type and date, and a one-line headline of the material event. Link each entry to the HubSpot company record.

Edge cases and guardrails: skip companies with no new filings silently to keep the daily output focused. If a filing reads as routine and contains no sales-relevant signal, omit it from the note, task, and digest. If no target accounts had any new filings, do not post an empty Slack message, just log the no-op and exit. If a HubSpot company has no owner, fall back to a configured default owner for the task. Never reprocess a filing seen on a previous run.

Additional information

What does this prompt do?

Reads your HubSpot target account list every weekday morning and checks each company with a stock ticker for a new SEC filing from the last 24 hours.
Focuses on the filings that actually move deals: 8-K material events like M&A, leadership changes, restructuring, and guidance updates, plus annual 10-K and quarterly 10-Q reports.
Drops a note on the HubSpot company record summarizing the event in plain English, with two or three personalized outreach angles tied to what you sell, then opens a same-day task for the account owner with a link to the filing.
Posts one roll-up message in your sales Slack channel listing every account that got a new note today, with a one-line headline per filing, so the team has a single place to scan.

What do I need to use this?

A HubSpot account with a target account flag on your companies and a ticker stored on the company record.
A Slack workspace and the channel you want the daily roll-up posted in.
No SEC account needed. Filings come from our built-in Financial Research source.

How can I customize it?

Change the run time or cadence. Default is 7am ET, Monday through Friday.
Decide which filing types count. Default is 8-K, 10-K, and 10-Q, with 8-K treated as the priority.
Swap the Slack channel, or have the workflow also notify each account owner directly in Slack about the filings on their accounts.
Edit how the outreach angles get framed so they match your product and current campaign.

Frequently asked questions

How does the workflow know which accounts to watch?

It reads them straight from HubSpot. Any company flagged as a target account that also has a stock ticker on the record gets checked. Update your target list in HubSpot and the workflow follows it the next morning.

What if a target account is private or has no ticker?

It gets skipped silently. Only public companies file with the SEC, so the workflow needs a ticker on the HubSpot company record to look anything up.

Will my reps see noise on quiet days?

No. If nothing was filed overnight on your target accounts, the workflow stays quiet. No empty Slack message, no busywork tasks.

Why 8-Ks first?

8-Ks announce the events that change a sales conversation: acquisitions, leadership changes, restructuring, guidance updates, and major contracts. They are the highest-signal filing for outbound.

Can I change which Slack channel it posts to?

Yes. Pick any channel during setup, and you can move it later. You can also have it post to more than one channel or DM the account owner directly.