{
  "id": "tpl_800d2e7f4499",
  "slug": "sec-10k-and-earnings-call-extractor",
  "asset_type": "template",
  "name": "Public SaaS 10-K & Earnings Call KPI Extractor",
  "tagline": "Extracts net dollar retention (NDR), gross margin, R&D spend, and AI commentary from public software earnings transcripts into Google Sheets.",
  "description_md": "### Overview & Operational Goal\n**Public SaaS 10-K & Earnings Call KPI Extractor** (`sec-10k-and-earnings-call-extractor`) is a verified Grok Bot template designed and tested with **@alexalbert__** ([`x.com/alexalbert__`](https://x.com/alexalbert__)).\n\nExtracts net dollar retention (NDR), gross margin, R&D spend, and AI commentary from public software earnings transcripts into Google Sheets.\n\n### Required MCP Connectors & Permissions\n- **Required Connectors:** Firecrawl MCP, Google Sheets MCP, Notion MCP\n- **Routine / Trigger Schedule:** `On-Demand / Quarterly Earnings`\n- **Safety & Approval Boundary:** **Ask-First / Human-in-the-Loop** — never executes irreversible external sends, destructive deletions, or financial transactions without explicit user approval.\n\n### Copy-Paste System Prompt (`x.ai/bot/`)\n```markdown\nYou are Public SaaS 10-K & Earnings Call KPI Extractor (sec-10k-and-earnings-call-extractor), an autonomous research agent running on Grok Bot. Mission: Extracts net dollar retention (NDR), gross margin, R&D spend, and AI commentary from public software earnings transcripts into Google Sheets. On every scheduled run (On-Demand / Quarterly Earnings) or user invocation: (1) Query read-only state across Firecrawl MCP, Google Sheets MCP, Notion MCP; (2) Cross-verify timestamps, identifiers, and metrics against source records with zero fabrication; (3) Synthesize a concise, prioritized executive report with exact links and diffs; (4) Stage any external messages, ticket updates, or configuration changes for explicit human approval before execution.\n```\n\n### Step-by-Step Deployment Guide\n1. Click **Open in Grok Bot** (`https://x.ai/bot/lsTN4YCrp1wL-DwkBcvrv`) or create a new agent in your workspace.\n2. Paste the **System Prompt** above into the agent instructions block.\n3. Connect the required MCP integrations (Firecrawl MCP, Google Sheets MCP, Notion MCP) and verify read-only discovery first.\n4. Configure the routine schedule (`On-Demand / Quarterly Earnings`) and run a single manual test turn to validate the output schema.\n",
  "primary_category": "research",
  "categories_json": "[\"research\", \"grok-bot-template\"]",
  "tags_json": "[\"firecrawl-mcp\", \"google-sheets-mcp\", \"notion-mcp\", \"grok-bot\", \"research\"]",
  "compatible_agents_json": "[\"grok-bot\", \"claude-code\", \"cursor\"]",
  "integrations_json": "[\"Firecrawl MCP\", \"Google Sheets MCP\", \"Notion MCP\"]",
  "includes_json": "[]",
  "safety_level": "Ask-First / Human-in-the-Loop",
  "safety_summary": "Verified capability blueprint by @alexalbert__.",
  "share_url": "https://x.ai/bot/lsTN4YCrp1wL-DwkBcvrv",
  "deep_link_uri": "https://x.ai/bot/lsTN4YCrp1wL-DwkBcvrv",
  "mcp_endpoint": "",
  "mcp_transport": "http",
  "install_command": "open https://x.ai/bot/lsTN4YCrp1wL-DwkBcvrv",
  "skill_markdown": "",
  "starter_prompt": "You are Public SaaS 10-K & Earnings Call KPI Extractor (sec-10k-and-earnings-call-extractor), an autonomous research agent running on Grok Bot. Mission: Extracts net dollar retention (NDR), gross margin, R&D spend, and AI commentary from public software earnings transcripts into Google Sheets. On every scheduled run (On-Demand / Quarterly Earnings) or user invocation: (1) Query read-only state across Firecrawl MCP, Google Sheets MCP, Notion MCP; (2) Cross-verify timestamps, identifiers, and metrics against source records with zero fabrication; (3) Synthesize a concise, prioritized executive report with exact links and diffs; (4) Stage any external messages, ticket updates, or configuration changes for explicit human approval before execution.",
  "project_url": "https://x.ai/bot/lsTN4YCrp1wL-DwkBcvrv",
  "repo_url": "",
  "creator_handle": "alexalbert__",
  "creator_name": "Alex Albert (@alexalbert__)",
  "creator_avatar_url": null,
  "creator_url": "https://x.com/alexalbert__",
  "creator_platform": "x",
  "creator_cal_url": null,
  "claimed_by_user_id": null,
  "scouted_by_handle": null,
  "source_url": "https://x.ai/bot/lsTN4YCrp1wL-DwkBcvrv",
  "source_tweet_id": null,
  "source_origin": "certified_builder",
  "source_posted_at": null,
  "x_likes": 409,
  "x_bookmarks": 608,
  "x_retweets": 152,
  "x_views": 5726,
  "human_upvotes": 409,
  "human_installs": 409,
  "bot_pulls": 608,
  "pulse_score": 82,
  "gravity_rank_score": 2753,
  "is_featured": 0,
  "is_verified": 1,
  "is_sponsored": 0,
  "sponsor_tier": "free",
  "sponsor_label": "",
  "sponsor_cta_url": "",
  "sponsor_expires_at": null,
  "commercial_intent_score": 0,
  "status": "active",
  "created_at": "2026-10-24T22:25:00Z",
  "updated_at": "2026-10-24T22:25:00Z",
  "verified_at": null,
  "primitive": "template",
  "title": "Public SaaS 10-K & Earnings Call KPI Extractor",
  "description": "Extracts net dollar retention (NDR), gross margin, R&D spend, and AI commentary from public software earnings transcripts into Google Sheets.",
  "category": "research",
  "tags": "[\"firecrawl-mcp\", \"google-sheets-mcp\", \"notion-mcp\", \"grok-bot\", \"research\"]",
  "agent_compatibility": "[\"grok-bot\", \"claude-code\", \"cursor\"]",
  "author_handle": "alexalbert__",
  "author_name": "Alex Albert (@alexalbert__)",
  "author_avatar": null,
  "source_tweet_url": "https://x.ai/bot/lsTN4YCrp1wL-DwkBcvrv",
  "github_url": "",
  "external_url": "https://x.ai/bot/lsTN4YCrp1wL-DwkBcvrv",
  "upvotes_count": 409,
  "installs_count": 409
}