Agentic workflow

Monitor SEC filings for finance teams using agentic workflows

Help finance teams monitor SEC filings, surface material changes, and notify stakeholders with reviewed summaries.

Challenge

For finance teams, market and filing intelligence is only useful when important changes are caught early and explained clearly. Manual monitoring leaves teams exposed to missed filings, inconsistent summaries, and slow escalation.

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Workflow preview

Challenge

Where work slows down

TextMine workflow

How TextMine helps

TextMine can monitor relevant SEC filings on a schedule, enrich the filing context, generate a reviewed summary, and notify finance stakeholders with the findings and supporting links.

Execution time

5-9 min

Estimated time saved

4-8 hrs per run

Estimated from the workflow pattern, including intake, review, routing, output generation, and downstream handoff.

Workflow design

Steps and key blocks

Each workflow page maps the business process to reusable TextMine actions, reviewers, and connected systems.

Workflow pattern

Run on a schedule or from a manual trigger for selected companies, forms, or watchlists.
Fetch SEC filings and enrich the workflow with relevant public-source context.
Generate a reviewed report that summarizes changes, risks, and source evidence.
Email stakeholders or submit outputs to connected reporting and work-management systems.

Key blocks

Scheduled run, Set values, Search EDGAR filings
Fetch SEC filings, Enrich values, Custom report
Send email, Submit to integration, Create task or reminder

See it live

See this workflow in TextMine

Book a demo to map this workflow to your documents, systems, and controls.

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