Every quarter you want to know which management teams got evasive, where guidance confidence slipped, and who quietly walked back a commitment - across your whole watchlist, not just the names you had time to read.
Pipeline
Scheduled trigger (quarter close)Custom universe - your watchlistAI node - score CEO evasion & guidance confidence on the transcriptScore node - rank by the shift vs last quarter
Output
A ranked table in Google Sheets with an evasion score, confidence delta, and flagged passages per name.
Filings
10-K red-flag auditor
Annual reports bury new risks in the language. You want a first pass that flags fresh legal, regulatory, or going-concern threats so you can read the ones that matter.
Pipeline
Trigger on new 10-K filingSource - sector or custom universeAI node - flag new or escalated risk-factor languageFilter - keep only names with new material flags
Output
An email digest listing each flagged company with the specific risk passages that changed.
Insiders
Corporate insider tracker
Cluster insider buying is a signal worth catching early - but only when it lines up with fundamentals you'd actually own.
Pipeline
Trigger on Form 4 filingsSource - all US stocksFilter - C-suite buys above a size thresholdScore - cross-reference P/E and revenue growth
Output
A daily Slack message with new insider-buy clusters that also pass your fundamental screen.
Relative strength
Benchmark beaters
You want the names in an index that are quietly outperforming the index itself over a chosen window - a clean momentum shortlist without the noise.
Pipeline
Scheduled trigger (weekly)Source - NASDAQ 100Compare → Benchmark - beats QQQ over the quarterScore - weight by margin of outperformance
Output
A weekly Sheet of outperformers ranked by how far they beat the benchmark.
Sentiment
Sentiment shift monitor
Tone changes before numbers do. You want to catch deteriorating or improving sentiment across your universe from the source documents themselves.
Pipeline
Scheduled trigger (daily)Source - sector indexAI node - score sentiment from latest filings & callsFilter - flag the biggest swings
Output
A daily email of the names whose document sentiment moved most, up or down.
Income
Dividend-safety screen
High yield is only attractive if the payout is durable. You want yield plus the balance-sheet and payout strength to back it up.
Pipeline
Scheduled trigger (monthly)Source - S&P 500Filter - yield, payout ratio, current ratioAnalyst Rating - keep Buy and above
Output
A monthly shortlist of well-covered dividend payers, written to Drive as Excel.
Industry
Industry deep-dive
You have a view on an industry - regional banks, semiconductors, MedTech - and want to go from the whole group down to the handful of names that actually fit your criteria, ranked against their real peers.
Pipeline
Source - industry universeFilter - industry-specific metricsCompare - rank against industry peersScore - your conviction weights
Output
A ranked shortlist of the strongest names inside the industry, refreshed on your schedule.
Monitoring
Portfolio alerts & monitoring
You hold a book and can't watch every name all day. You want to hear the moment something material happens - a new filing, a guidance change, a rating cut, or a metric crossing your line.
Pipeline
Scheduled trigger (daily)Custom universe - your holdingsAI / Filter - flag material changes & eventsEmail / Slack - alert on what moved
Output
A daily (or instant) alert to email or Slack listing only the holdings that need your attention.
FAQ
Before you build
Yes - many of these map directly to prebuilt templates in the library. Open one, then adapt the universe, thresholds, and prompts to your own edge.
Pick one and ship it today
Free to start. Your first pipeline can be running before lunch.