Weekly Slack digest of new statutory company filings

By General Input

Track a watchlist of companies in a spreadsheet and get one Slack message every Monday with the new public filings from the past week.

Integrations

  • OpenCorporates
  • Google Sheets
  • Slack

Type

Deterministic Code

Categories

  • Operations
  • Finance

Every Monday at 7am, build me a digest of new statutory filings for the companies on our watchlist.

Start by reading the watchlist from Google Sheets using Get Values. The watchlist tab has one row per company, and each row already holds an exact jurisdiction code (for example gb or us_de), the company number, and the company name I want shown in the digest. Because the sheet stores the jurisdiction code and company number directly, there is no name matching or company search step required: OpenCorporates identifies a company by that pair, not by a single id.

For each row in the watchlist, call OpenCorporates List Company Filings using that row's jurisdiction code and company number. Keep only the filings whose filing date falls within the last 7 days, counting back from the day the workflow runs, and discard everything older.

Group the surviving filings by company. For each company that has at least one new filing, show the company name followed by its filings, and for every filing show the filing date, the filing type and the filing title. Sort each company's filings newest first.

Post the whole digest as a single Slack message to our monitoring channel using Send a Message. It should be one message covering every company, not one message per company.

Then append each new filing as its own row to a history tab in the same Google Sheets spreadsheet using Append Values, so we can see what changed over time. Each history row should record the run date, company name, jurisdiction code, company number, filing date, filing type and filing title.

Two anti-noise rules matter here. Companies with no filings in the last 7 days must be left out of the Slack message entirely, rather than listed with a 'no updates' line. And if no company on the watchlist has a new filing that week, skip posting altogether rather than sending an empty digest.

If a jurisdiction code and company number pair cannot be found in OpenCorporates, skip that row and carry on with the rest of the watchlist rather than failing the whole run.

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