Review SEC 8-K & 8-K/A Filings in Google Sheets with Apify

Review SEC 8-K and 8-K/A filings in Google Sheets—powered by Apify

This n8n workflow helps you maintain a live review register of official SEC 8-K and SEC 8-K/A filings in Google Sheets. It keeps company names, event item classifications, amendment evidence, and original document links together—without needing an AI service.

What this workflow does

• Runs with Apify: One bounded Apify run supplies source records, coverage, and billing evidence.
• Validates the dataset before delivery: The workflow checks the complete dataset before writing to Google Sheets.
• Updates stably using source keys: Stable source keys update existing rows on repeat runs, while unobserved earlier rows remain—so your Sheet acts as a current review register, not an exhaustive historical archive.
• Explains source window vs sample: “COMPLETE” reflects the declared source window; “CAPPED” is treated as a labeled sample.
• Handles failures and empties correctly: Source failures stop delivery. Verified empty results create no data rows.
• Tracks filings and amendments precisely: Each accession and registrant CIK identifies one filing. Amendments are separate 8-K/A filings, with source-supported links when available.
• Uses official event categories: Event categories describe official item codes (not recommendations). Ticker cells remain empty when empty.
• Does not misinterpret disappearance: A rolling-window disappearance never means a filing was withdrawn.

Use cases

• Fund/IR teams monitoring new 8-K releases and 8-K/A amendments in a single spreadsheet.
• Company researchers keeping an auditable review log with amendment evidence and document links.
• SaaS operators automating periodic SEC filing reviews without AI dependencies.

Technical details

• n8n workflow steps/nodes: if, set, code, wait, sticky note, and HTTP Request nodes.
• Apify: Uses your own Apify account and a Header Auth credential on all five HTTP nodes.
• Google Sheets: Connect via OAuth2, create the supplied tab, and import the exact CSV header from the provided sheet-header.csv.