Automation library · Data collection

Track SEC Form D filings and send issuer

Started by a clock, and works across Google Sheets. 16 steps, 1 branch, 2 loops or waits: a working afternoon to understand properly.

Medium

Download free
16 stepsMedium: a working afternoon
1Branch: places the flow splits
2Loops or waits
1Service it connects to

The flow

Starts it 1Logic 11Service 4

The steps in the order they run, from what starts it.

  1. 1Schedule TriggerSchedule triggerStarts it
  2. 2Fetch SEC Form D FeedHttp RequestService
  3. 3Parse XML FeedXmlLogic
  4. 4Transform Feed EntriesCodeLogic
  5. 5Filter Previously Processed FilingsRemove DuplicatesLogic
  6. 6Add New Filing to Tracking SheetGoogle SheetsService
  7. 7Filter Unprocessed Form D FilingsIfLogic
  8. 8Process Filings BatchSplit In BatchesLogic
  9. 9Retrieve Form D DocumentHttp RequestService
  10. 10Parse JSON and Extract SEC DocumentCodeLogic
  11. 11Parse Issuer DetailsCodeLogic
  12. 12Extract Key PersonnelCodeLogic
  13. 13Extract Offering Financial DetailsCodeLogic
  14. 14Consolidate Filing DataCodeLogic
  15. 15Update Filing Status in SheetGoogle SheetsService
  16. 16Rate Limit DelayWaitLogic

How it's built

Starts on
A clock
Steps
16, with 1 branch, 2 loops or waits
Size
Medium: a working afternoon
Connects to
Google Sheets
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Google Sheets account. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 16 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 16 steps before you point it at anything that matters.