Overview
Automatically scans fresh SEC filings for crypto-related investments by US companies, uses AI to flag only the most interesting digital asset investments, and delivers a daily human-readable summary email (plus optional vector DB storage for historical lookback and deeper analysis).
Use this workflow if you want to track material crypto / digital asset activity by public companies without manually reading dozens of 8-K, 10-K, and 10-Q filings every day.
The workflow:
- Runs on a schedule (e.g. every weekday).
- Queries the SEC EDGAR search API for filings that mention crypto / digital assets.
- Pulls the underlying exhibit documents and runs them through an LLM.
- Keeps only filings where the model judges the crypto activity to be “of interest” (large transactions or clear plans/authorizations).
- Sends a clean email report summarising those filings.
- Optionally stores AI-generated analyses and embeddings in a Postgres/PGVector database for later search and retrieval.
This is ideal for researchers, analysts, funds, or monitoring tools who need an automated “crypto activity radar” for SEC-registered companies.
Workflow JSON
You can download the workflow JSON template here.
Search for Crypto Investment Filing URLs
Retrieve Filing Document URLs
Identify Filings of Interest and Embed in Vector Store
Gather company profiles, news, coin summaries, insider trades and relevant filings and pass to AI model for final analysis and report generation