All docs
/
Enrich
/
Oakie.ai integration

Oakie.ai integration

Extract key insights from public company filings

Overview

Oakie.ai is an AI-powered platform that analyzes SEC filings and financial documents to provide competitive intelligence and market insights.

With this integration, you can extract key insights from public company filings directly in your Clay table.

Enriching data with Oakie.ai

  1. While in a Clay table, click Add enrichment and search for Oakie.ai.
  2. Under Integrations, select one of the Oakie.ai options.

Action AI Insights from Public Company Filings

Use AI to analyze and ask questions about companies' public financial filings (10-K, 10-Q).

Inputs

  • Company name / description / stock ticker
  • Question
  • Start date for filings
  • End date for filings
  • Filing type to search

Explore other docs

Gen AI

Guide: Using Clay plugin

Go-to-market plays you can run from a coding agent with the Clay plugin — source your market, score it for fit, and prioritize who gets worked first.

View article
Gen AI

Audiences for agents and the CLI

Read, segment, and manage your workspace's people, companies, and deals from the Clay CLI — and from the Clay agents that run it for you.

View article
Getting started

Clay MCP for Reps vs. Agent Plugin

Choose between MCP for Reps and the Clay Agent Plugin based on who will be using it and how much your ops team needs to approve in advance.

View article
Enrich

Enrichment in Workflows

Enrich an Audiences segment through a guided workflow that opens with its trigger and write-back step already configured.

View article
Export

Getting started with Sequencer

Sequencer runs cold email campaigns at scale from your Audiences data, handling sending infrastructure, copy, and deliverability in one place.

View article
Export

Connect your own email accounts

Connect email accounts you already own — Google Workspace, Microsoft 365, or any mailbox that supports SMTP — and use them as sending accounts for your campaigns.

View article
Export

Email warmup

What email warmup does, how it differs on purchased and self-connected accounts, and why you'll see unfamiliar emails while it runs.

View article

Other popular resources

Experts

Find a Clay Expert

Explore our network of Clay experts and agencies.

View experts
Community

Join our slack community

Find help in our slack community, and support channels.

Go to slack
Cohorts

Join a cohort, learn Clay fast!

The faster way to master Clay. Sign in if you're enrolled in a cohort (current or past) or apply!

Learn more about cohorts
Talents

Hire GTME Talent

Find and connect with GTM talent who've demonstrated expertise in building advanced workflows

Explore GTME talents