Clay (Free): to use Claygent and Oakie to find and summarize 10-Ks, 10-Qs, and earnings calls
Before we begin
If you’re part of an enterprise sales team, there’s a good chance you’re under-leveraging one of the richest sources of account insight available: 10-Ks, 10-Qs, and earnings calls. The problem? It’s a manual, time-consuming process. At best, you might load a 10-K into GPT once in a while, but there’s no easy system to stay updated.
That’s why we built this Claybook: to show you how to automate financial insights using Clay + Oakie.ai (a platform for custom financial agents inside Clay).
First, let’s set the stage: If you’re selling into Enterprise accounts right now (Q2 2025), you would need all three of the following:
- The company’s 2024 10-K
- The company’s Q1 2025 10-Q
- Insights from their latest earnings call
One document alone isn’t enough.
The 10-K covers last year but misses current updates.
The 10-Q covers this quarter but isn’t as detailed as the 10-K.
And earnings calls give you future-looking insights that neither document can capture.
Tracking all three — across every account on different fiscal calendars — quickly becomes impossible to manage manually.
That’s where Oakie.ai inside Clay changes the game. Oakie.ai lets you build custom agents. In this case, Israel Zalmanov (co-founder) built a financial agent that works directly inside Clay. With it, you can:
- Upload a list of accounts
- Add Oakie.ai as an enrichment
- Define the key financial questions you care about
- Instantly pull answers from the latest 10-K or 10-Q (with earnings call transcripts coming soon)
And we’re not stopping there.
By adding scheduled runs inside Clay, you can set your table to update automatically—daily, weekly, or monthly. The system will pull the latest filings, run your custom financial analysis, and deliver fresh insights into your CRM, Slack channel, or wherever your sales team works.
With this setup, you’ll create a fully automated pipeline of backward-and forward-looking financial intelligence for every target account—without lifting a finger after setup.
Steps
Copy this template
First, copy this template in Clay.
If you’re already a user, you’ll be directed to your workspace. If not, you’ll be prompted to create a free Clay account.
The interactive demos on the right will walk you through each step of this Claybook.
Step 2:
Customize prompts and run table
Good news: This table is so dialed in that all you need to do is drop the name of a publicly-traded enterprise company (e.g. Atlassian) in the first column and the rest will work its magic, automatically. But since every business and category is different, take this time to analyze the AI prompts (both Claygent and Oakie) in case you need to customize them to your needs.
For example, Claygent, Clay’s AI web research agent, summarizes earning call transcripts—if there’s something specific you want to add to the summary, adjust the prompt accordingly. And Oakie.ai analyzes growth objectives and operational challenges—if there’s something specific you want to find, adjust the prompt now.
Copy the template
Unlock 10-K, 10-Q, and earnings call intelligence in seconds, without lifting a finger.
Simply copy this template, follow the steps above, and let Clay work its magic.
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