Integrations / Business Intelligence
Connect SEC EDGAR to WhatsApp: filing documents by chat
Flann is an AI agent your business talks to on WhatsApp. Connect SEC EDGAR once, then ask Flann to look things up in it or get work done in it, by text or voice note. Weekly numbers, monthly comparisons, the odd question late at night. Flann reads SEC EDGAR whenever you ask and keeps the answers short enough for a phone screen. When you want a deeper view, ask a follow-up in the same chat.
9 actions in SEC EDGAR. All of them only look things up, so nothing in SEC EDGAR is ever changed. You connect with your API key.
What you can ask Flann to do in SEC EDGAR
Send any of these on WhatsApp, in your own words. Flann finds the right SEC EDGAR action and fills in the details from the conversation.
“Look up the filing document in SEC EDGAR.”
“Find a filing index in SEC EDGAR.”
“Find company concepts in SEC EDGAR.”
What Flann can work with in SEC EDGAR
SEC EDGAR gives Flann 9 actions across 5 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Filing documents | look up | 2 |
| Concepts | look upsearch | 2 |
There are three ways to get filing documents work done in SEC EDGAR. Side by side:
| Compare | SEC EDGAR on its ownEvery step is yours | A rules toolRuns the steps you wired up | With FlannThe work comes to your chat |
|---|---|---|---|
| How you ask | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about filing documents | Filters and searches you run yourself | Only the look-ups someone built | 9 look-ups, answered straight away |
| SEC EDGAR records | All of them, one screen at a time | Only the ones you wire up | 5 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your SEC EDGAR API key, once |
YesPartlyNo
Step by step: SEC EDGAR jobs you can hand to Flann
Each step below names the SEC EDGAR action Flann actually runs.
Get answers about your filing documents
- You message Flann on WhatsApp: “What is the latest on our filing documents in SEC EDGAR?”
- Flann runs
List SEC Filing DocumentsandGet SEC Filing Documentin SEC EDGAR and shows you what it found. - Nothing in SEC EDGAR is changed: these are look-ups, so they run straight away.
Check your concepts from WhatsApp
- You message Flann on WhatsApp: “Show me where our concepts in SEC EDGAR stand.”
- Flann runs
Search SEC Company ConceptsandGet SEC Company Conceptin SEC EDGAR and shows you what it found. - Nothing in SEC EDGAR is changed: these are look-ups, so they run straight away.
Get answers about your filings
- You message Flann on WhatsApp: “What is the latest on our filings in SEC EDGAR?”
- Flann runs
List SEC Company Filingsin SEC EDGAR and shows you what it found. - Nothing in SEC EDGAR is changed: these are look-ups, so they run straight away.
Repetitive SEC EDGAR work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Building the monthly report
Today
Your accountant, partner or investor wants a monthly summary. You copy figures out of SEC EDGAR into a document and format them, and it is always later than you promised.
With Flann
“Draft the monthly summary for my business partner from SEC EDGAR.”
The month’s key figures come out of SEC EDGAR, set against the previous month and the same month last year, with a short sentence on each change. You read the draft in the chat and ask for edits.
What you stop doing: Copying figures into a document every month is no longer your job.
Cleaning up duplicate records
Today
The same customer appears in SEC EDGAR three times with slightly different spellings. Reports count them separately, and nobody gets round to merging them.
With Flann
“Find duplicate customers in SEC EDGAR and show me what you’d merge.”
Records in SEC EDGAR that share a phone number, an email or a close spelling are grouped as likely duplicates.
What you stop doing: Merging duplicate records one by one is no longer on you.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to SEC EDGAR
- Search for SEC EDGAR in Flann’s Connectors.
- Paste your SEC EDGAR API key into the secure form Flann opens. You will find the key in your SEC EDGAR account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the SEC EDGAR action and fills in the details.
Look-ups run as soon as you ask and change nothing in SEC EDGAR. You can disconnect SEC EDGAR from Connectors at any time.
Ways to use SEC EDGAR with Flann
Ask, do not dig
Ask how this week compares to last. Flann pulls the numbers from SEC EDGAR and answers in plain words.
Check before you decide
Before a big call, ask Flann for the figure that matters. It looks it up in SEC EDGAR first.
A weekly summary on demand
Ask Flann for the week in brief. It reads SEC EDGAR and sends the few numbers worth knowing.
Everything Flann can do in SEC EDGAR
The full list of SEC EDGAR actions available to Flann once you connect it.
Looks up 9
- Get SEC Company Concept
- Get SEC Company Profile
- Get SEC Filing Document
- Get SEC XBRL Frame
- List SEC Company Filings
- List SEC Filing Documents
- Search SEC Company Concepts
- Search SEC Entities
- Search SEC Filing Index
Changes 0
None.
More Business Intelligence apps Flann works with
DovetailCommon questions
What can Flann do with filing documents in SEC EDGAR?
Flann can look up filing documents in SEC EDGAR, using 2 actions (Get SEC Filing Document, List SEC Filing Documents). All of them only look things up, so they run straight away.
What can Flann do with concepts in SEC EDGAR?
Flann can look up and search concepts in SEC EDGAR, using 2 actions (Get SEC Company Concept, Search SEC Company Concepts). All of them only look things up, so they run straight away.
How does Flann connect to SEC EDGAR?
Open Connectors in Flann, choose SEC EDGAR and paste your SEC EDGAR API key into a secure form. You will find the key in your SEC EDGAR account settings. Once it is connected, Flann can use 9 actions in SEC EDGAR.
Can I use SEC EDGAR from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in SEC EDGAR for you. You do not need to open SEC EDGAR.
Is SEC EDGAR included in my Flann plan?
Yes. Every Flann plan includes every app, SEC EDGAR included.