Back to marketplace
Research company financial data from 10-ks with Exa
CREATED BY
36 Templates
9.8k Views
LAST UPDATED
November 8, 2025SOLUTION
Operations
DESCRIPTION
Get a high-level financial overview of a company. This agent will, when given the name of a company, use Exa to locate that company's 10-k, as well as find key financial metrics (e.g. revenue, total number of employees, M&A, etc.). It'll also write that information to a Google Sheet.
If you don't have a Google Sheet, you can run this agent once and it'll create a sheet for you.
If you want data from future runs to go to into the same sheet, update the instructions by pasting in the Google Sheet's URL (under the section called "Step 3A," where it says "[GOOGLE SHEET URL GOES HERE]")
TOOLS
HOW DO YOU SET THIS UP?
1.
Authenticate with Google Sheets
This is necessary to create/update Google Sheets.
2.
Paste destination Google Sheets URL into instructions
If you don't have a Google Sheet, you can run this agent once and it'll create a sheet for you. If you want data from future runs to go to into the same sheet, update the instructions by pasting in the URL (under the section called "Step 3A," where it says "[GOOGLE SHEET URL GOES HERE]")
Hand-picked by the Gumloop team
