SEC filings to HubSpot and Slack sales intelligence workflow

Every weekday at 7:30am ET, run an SEC filings sales-intelligence sweep for my configured list of target accounts and turn each new filing into a HubSpot task plus a grouped Slack digest.

Inputs the user provides at setup:

1) A list of target accounts as ticker symbols or CIK numbers. 2) The HubSpot account where the company records live. 3) The Slack channel to post to (default #sales-intel).

Steps for each run:

1. For each target account, call SEC EDGAR Get Company Submissions to fetch its recent filings list. CIKs must be zero-padded to 10 digits before the call.

2. Filter to filings newer than the last successful run with form types in {8-K, 10-K, 10-Q}. Skip routine filings explicitly: Form 4 (insider compensation), S-8 (employee benefit plans), and similar non-substantive forms. Dedupe by accession number against a persistent store of already-processed accession numbers so the same filing never creates two tasks across reruns or overlap windows.

3. For each surviving filing, fetch the primary document and have the agent extract the sales-relevant signals: acquisitions, divestitures, leadership changes (CEO/CFO/CRO/CTO), new product launches, new geography or market expansion, large capital raises, and material risk disclosures.

4. Use HubSpot Search Companies to locate the matching company record. Try ticker first, then domain, then company name. If no confident match is found, do not create a note or task; include the filing in the Slack digest tagged 'no CRM match'.

5. On the matched HubSpot company, call Create Note with a 3 to 5 bullet signal summary plus the filing link, and Create Task with a one-line suggested outreach angle, owner set to the existing company owner, priority HIGH, and a due date two business days out.

6. After all accounts are processed, send one grouped message via Slack Send a Message to the configured channel. The message lists each affected company once with: company name, filing type, a one-line 'why it matters', and a link to the HubSpot company record. Group by company so a company that filed both an 8-K and a 10-Q on the same day appears in a single block.

Edge cases: if a filing extracts no sales-relevant signal, skip the note and task and omit it from Slack. If SEC EDGAR returns no new filings for any account, do not post an empty Slack message; log the no-op and exit. Always send a descriptive User-Agent header on EDGAR calls (the integration handles this, but the agent should not strip it).

Additional information

What does this prompt do?

Reads new 8-K, 10-K, and 10-Q filings every weekday morning for the tickers and accounts you watch, and skips routine items like Form 4 and S-8.
Pulls out sales-relevant signals from each filing: acquisitions, leadership changes, product or geography expansion, capital raises, and material risk disclosures.
Drops a note plus a follow-up task on the matching HubSpot company with the signal summary, the filing link, and a suggested outreach angle.
Posts a single grouped Slack digest with one line per company, the filing type, why it matters, and a link to the HubSpot record.

What do I need to use this?

A list of target accounts as ticker symbols or CIK numbers.
A HubSpot account with company records and permission to create notes and tasks.
A Slack workspace and the channel you want the digest posted in (default is #sales-intel).

How can I customize it?

Change the run time or cadence. Default is 7:30am ET, Monday through Friday.
Edit which filing types count as signal, or extend the skip list beyond Form 4 and S-8.
Swap the destination Slack channel, or have it DM the account owner for each company instead of posting once to a channel.

Frequently asked questions

Which SEC filings does this watch?

8-K (material events), 10-K (annual report), and 10-Q (quarterly report) by default. Routine items like Form 4 insider compensation and S-8 employee benefit plans are filtered out, and you can change either list.

How does it know which HubSpot company to attach the signal to?

It searches HubSpot by ticker, domain, and company name. If no clear match is found, the filing still appears in the Slack digest tagged as no CRM match so nothing slips through.

Will the same filing ever create two tasks?

No. Every SEC filing has a unique accession number, and the workflow remembers which ones it has already processed so reruns and overlapping windows are safe.

Can I track private companies this way?

No. SEC EDGAR only covers public U.S. issuers and foreign filers registered with the SEC. Private companies do not file 8-Ks, 10-Ks, or 10-Qs.

What happens if a filing has nothing useful for sales?

If the agent reads the document and finds no sales-relevant signal, it skips the note and task entirely and leaves it out of the digest, so reps only see filings worth acting on.