Now that we've covered enriching images and screenshots, it's time for one more AI enrichment lesson, this one focusing on financial filings. This is one of my favorite integrations, and it couldn't be simpler to use.

🎯 Why You'd Enrich from Financial Filings

Let's say you're reaching out to operations leaders at a public company. Instead of guessing what their pain points are, you can ask Oakie AI to pull recent insights from their 10-K or 10-Q—like mentions of cost-saving initiatives or upcoming tech investments.

That gives you real material to tailor your message and start a meaningful conversation. You only need a few key data points from a 10-K or 10-Q to ground a conversation around what leadership actually cares about.

📝 Step-by-Step Process with Oakie AI

Here's how you would use Clay and the Oakie AI enrichment to gather insights from any public company's financial statements:

1. Start with your list of public companies
2. Use the waterfall enrichment to get company domain names (pulls from Clearbit, Google, and other sources)
3. Find each company's stock ticker using Claygent:
   • Go to Enrich and select Claygent
   • Use the Meta prompter with this prompt: "Help me find the stock ticker for this company from this domain"
   • Input the domain and run the enrichment

Once you have the stock ticker, you can use the Oakie AI enrichment to analyze the financial documents:

1. Set up the Oakie AI enrichment
2. Input the stock ticker
3. Specify the date range and filing type (10-K or 10-Q)
4. Enter your questions about the company
5. Run the enrichment

💪 Making the Data Actionable

The initial output will be comprehensive but lengthy. To make it more actionable:

1. Use AI to summarize the findings
2. Use the Meta prompter to write your prompt
3. Ask it to "Extract three key insights about challenges this company is facing"
4. Map the key points to separate columns once you get the results

Now you have three clear, focused insights about the company that you can use in executive meetings or outbound messaging.

🔄 Oakie AI vs. Claygent: When to Use Each

A common question we get is: Can you just use Claygent to accomplish the same thing as Oakie AI?

The answer is yes—but with some tradeoffs.

If you need just a few high-confidence insights from a company's 10-K or 10-Q, and you're working with public companies, Oakie AI is usually the better option. It's more reliable, faster, and doesn't require finding the 10-K yourself.

But if you want to ask multiple questions, pull data in a specific format, or get more control over how the output is structured, Claygent gives you that flexibility—as long as you're okay with a little extra setup and the risk of not finding the 10-K every time with Claygent.

🎆 Conclusion

To recap:

• Use Oakie AI for accuracy and simplicity
• Use Claygent for depth and customization

Pick the tool that fits the workflow you're building.

🔜 What's Next

That completes our coverage of the Enrich step in the FETC framework. In the next lesson, we'll move onto the third piece of FETC ("fetch"): Transform.