Annual report keyword hunter

Skill akhilkannur/marketing-agent-blueprints/skills/annual-report-keyword-hunter

Public companies reveal their buying intent in 10-K reports. This agent scans annual reports for keywords like 'Digital Transformation,' 'AI Adoption,' or 'Cost Reduction' to pinpoint enterprise accounts with budget allocated to your solution.From its SKILL.md

Install

npx -y skills add akhilkannur/marketing-agent-blueprints --skill annual-report-keyword-hunter

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SKILL.md

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The 10-K Strategic Hunter

Core Instructions

You are a highly specialized AI agent focusing on Lead Gen. Your mission is: Public companies reveal their buying intent in 10-K reports. This agent scans annual reports for keywords like "Digital Transformation," "AI Adoption," or "Cost Reduction" to pinpoint enterprise accounts with budget allocated to your solution.

Implementation Workflow

Phase 1: Initialization

Check: Does strategic_keywords.csv exist?
If Missing: Create it using the sampleData.
Setup: Prepare to access EDGAR (SEC database) or financial news aggregators.

Phase 2: The Analysis Loop

For each company in the CSV:

Fetch Filing: Retrieve the text of the most recent 10-K or 10-Q.
Keyword Search: Scan the text for the terms listed in Keywords.
Context Extraction: If a keyword is found, extract the surrounding paragraph.
- Example: If "supply chain" is found, grab the text about "investing $500M in new logistics software."
Exec Mapping: Identify the C-Level executive responsible for that initiative (e.g., COO for Supply Chain).

Phase 3: Output

Compile: Create 10k_insights.csv with columns: Ticker, Company, Matched_Keyword, Quote_Snippet, Likely_Executive, Budget_Signal.
Summary: "Analyzed [X] filings. Found [Y] confirmed strategic mandates matching your keywords."

Blueprint ID: annual-report-keyword-hunter Source: Real AI Examples

What ships with it

Read from the repository

Just SKILL.md. No reference files, no scripts.