Welcome back.

In version 1.5 of Clay Hacker, you’ll discover:

1. Why automate 10-K analysis?

2. Automating 10-K analysis in 5 steps.

3. Getting started with our pre-built 10-K company table.

4. Finding prospects & generating relevant emails with 10-K info.

5. More resources for automating 10-K analysis.

6. Preview for next week.

Last week, I mentioned using Claygent to find information on your prospective accounts, including details about their 10-K report, such as:

• Can you find this public company’s 10-K report?

• Can you analyze their 10-K report for X, Y, and Z?

We can use information from their 10-K report to prioritize hundreds or thousands of accounts and find the best prospective accounts.

Then, we can use it in our outreach to focus on top company challenges, risks, and critical initiatives our solution solves.

Using 10-K information for prospecting isn’t new, but it was manual before, time-consuming, and impossible to do at scale for top-of-funnel activity or as a sales leader planning territories.

With Clay, we can automate the research across hundreds or thousands of accounts at scale and include the outputs in our emails.

For example: “Saw you’re /Role focused on /10-KChallenges.”

If you haven’t signed up for a Clay account yet, you can do so for free here.

Why automate 10-K analysis?

Why do we want to look at 10-Ks?

Companies publicly disclose their challenges, risks, and other information that can help us understand the goals of the VITOs (Very Important Topic Officers).

Why do we want to automate it?

Traditionally, reading or scanning through 10-Ks was a manual process. Sales reps will say they will do it if asked, but they don’t have enough time to do it across many accounts. Now, we can analyze it instantly for anything we want.

What can we do with this information?

We can use this data to score accounts and laser-target the best companies most likely to buy. We can also use generative AI to write messaging about the challenges and goals in their 10-K.

For example: “Write one sentence in 30 words or less about their /10kChallenges. Ask if they’ve thought about how AI can help?”

So, in minutes, we can go from a generic list of hundreds or thousands of companies to a ranked list of companies based on data you’ve found in their 10-K that makes them an excellent fit for your solution.

Then, I will find the best prospects at these companies and, in another few minutes, pre-write hundreds or thousands of emails referencing this 10-K data.

Ranking hundreds or thousands of accounts by 10-K analysis data, finding the top prospects at each company, and writing relevant emails would’ve taken months or never been completed without Clay and AI.

Automating 10-K Analysis in 5 Steps

To automate 10-K analysis with Clay, you can add a column in your Company table, choose Claygent, and prompt Claygent to:

1. Find the 10-K URL.

“Your task is to find the most recent 10-K PDF URL for /CompanyName ."

2. Summarize the 10-K report.

“Summarize the following 10k report: /10kReportURL”

“Focus on X, Y, and Z”

“Limit the response to 10 sentences.”

3. From here, we can prompt the full 10-K report or the summary for specific challenges, risks, top initiatives, and other information.

“Identify and summarize risks in /10kReportURL related to security.”

“Identify the top 3 company goals for 2025 in /10kReportSummary.”

“Write a sentence in 30 words or less about the top challenge for /Company in /10kReportSummary.”

4. You can now add this sentence, or snippet, to the emails we write in Clay.

“Write a short email, in 3 sentences or less, about the /10kTopChallenge and how our solution solves these challenges. Our solution is X that helps Y roles solve Z.”

“Look for X in /10kReportSummary. If X is found, provide a one-sentence summary.”

5. Play around with these prompts to get the correct output.

You can also provide an example of what you want the output to look like. For more flexibility, you can break out the snippets and make them shorter.

“The output should follow this example:”

Get Started With our Pre-Built 10-K Company Table

Here’s a pre-built 10-K table you can copy to your workspace.

How to use it: Click the link above and select the blue button in the top right corner that says Copy table to your workspace as seen below:

Once you’ve copied the table to your workspace, you can add a list of company names to the company name column.

Clay will automatically find the following information from a list of hundreds or thousands of company names:

1. Company URL

2. Industry

3. Description

4. Type (public or private)

5. Location

6. # of employees

7. # of countries they do business in

8. Most recent product announcement (summarized in one sentence).

9. 10-K report link (if they are public)

10. Company analysis (from 10-K report)

11. Key initiatives (summarized from the 10-K report)

12. Key risks (summarized from the 10-K report)

You can add columns to this Company table to gather more data and relevant information about your accounts instantly at scale.

Finding Prospects & Generating Relevant Emails with 10-K Info

Select Actions at the top right from here and Find people at these companies…

You can now search for prospects at these companies and leverage the information you have pulled in at the Company level.

For example, when writing your prompt to create a cold email, you can instruct ChatGPT or Claude to reference the “/company’s /keyrisks”.

You can then instruct ChatGPT or Claude to observe that person’s LinkedIn Summary, which you would create a column for in your People Table.

End the prompt by instructing ChatGPT to introduce how your solution solves /keyrsisks and ask if they are open to learning more.

ChatGPT will instantly output a personalized email for every prospect based on unique information about their company’s risks, their role, and your solution.

Note: Try using Claude to generate emails instead of ChatGPT.

More Clay 10-K Resources

If you want more information on this topic, check out this guide from Clay Automation: Find & Analyze 10k Reports.

Here’s another pre-built 10-K table from someone else for reference: 10k Analysis Table

Preview For Next Week

Watch out for Clay Hacker every Friday. In the meantime, follow us on Twitter and Linkedin.

Email is the primary communication for business, so it reigns supreme for outreach.

We can also use Clay with tools like HeyReach to automate outreach on LinkedIn. HeyReach is similar to an email sequence, except something like this:

Day 1: Look at prospects’ profile

Day 2: Send connection requests

Day 4 (if accepted): Like post

Day 4 (if not accepted): Look at prospects’ profiles again

Day 5 (if accepted): Send a pre-written, personalized message

This is easy to set up in parallel with email sending, and we’ll cover it next week.

Thank you for reading,
CH