{ "name": "Track SEC Form D filings and send issuer and investor data to Google Sheets", "nodes": [ { "id": "47cd563b-454a-452c-be87-d687b7430594", "name": "Schedule Trigger", "type": "n8n-nodes-base.scheduleTrigger", "position": [ -1744, 256 ] }, { "id": "d709c9a0-5711-469a-844d-9590a13342e3", "name": "Extract Key Personnel", "type": "n8n-nodes-base.code", "position": [ -832, 752 ] }, { "id": "c18e8863-7e28-422a-a36b-b13a4f9480bf", "name": "Extract Offering Financial Details", "type": "n8n-nodes-base.code", "position": [ -608, 752 ] }, { "id": "83a62bab-d2a5-4caf-912f-17ae4b43d584", "name": "Parse JSON and Extract SEC Document", "type": "n8n-nodes-base.code", "position": [ -1280, 752 ] }, { "id": "232301b1-ecab-40fe-b535-c544233c5e76", "name": "Fetch SEC Form D Feed", "type": "n8n-nodes-base.httpRequest", "position": [ -1520, 256 ] }, { "id": "bc802f11-052b-42f4-8d66-1c043948aa75", "name": "Parse XML Feed", "type": "n8n-nodes-base.xml", "position": [ -1296, 256 ] }, { "id": "c940154e-1f71-4691-8db3-ceefc6b84597", "name": "Transform Feed Entries", "type": "n8n-nodes-base.code", "position": [ -1072, 256 ] }, { "id": "de02ee8d-7fa0-4e7a-86e2-1e0c572f8296", "name": "Filter Previously Processed Filings", "type": "n8n-nodes-base.removeDuplicates", "position": [ -848, 256 ] }, { "id": "d4dda878-4eee-4678-92c9-8effebf76bc7", "name": "Add New Filing to Tracking Sheet", "type": "n8n-nodes-base.googleSheets", "position": [ -624, 256 ] }, { "id": "cf3aa200-c9ca-4013-bfca-104e1e210fc5", "name": "Filter Unprocessed Form D Filings", "type": "n8n-nodes-base.if", "position": [ -400, 256 ] }, { "id": "33de9328-23c9-4bf4-9ad4-f8395c47088d", "name": "Process Filings Batch", "type": "n8n-nodes-base.splitInBatches", "position": [ -1760, 608 ] }, { "id": "088a9f5e-f571-4938-bb37-f7c5e5076194", "name": "Retrieve Form D Document", "type": "n8n-nodes-base.httpRequest", "position": [ -1504, 752 ] }, { "id": "58faa687-8356-448b-b92d-eb6c5ef776a2", "name": "Parse Issuer Details", "type": "n8n-nodes-base.code", "position": [ -1056, 752 ] }, { "id": "ee9cfb77-73b7-4ca5-bc66-742f27cd9248", "name": "Consolidate Filing Data", "type": "n8n-nodes-base.code", "position": [ -384, 752 ] }, { "id": "c21ec4dd-89c7-4305-b9b9-78fb4812aec1", "name": "Rate Limit Delay", "type": "n8n-nodes-base.wait", "position": [ -1232, 1152 ] }, { "id": "0df9ab57-ca28-4109-a862-8a1b7e936e83", "name": "Update Filing Status in Sheet", "type": "n8n-nodes-base.googleSheets", "position": [ -1456, 1072 ] }, { "id": "004a0490-1d70-4df7-b158-3b5357e1bbfc", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ -2480, 496 ], "parameters": { "width": 560, "height": 592, "content": "šŸ“Š SEC Form D Filing Tracker\n\nThis workflow automatically monitors SEC EDGAR for new Form D filings \n(private securities offerings) and extracts key data to Google Sheets.\n\nšŸŽÆ WHO'S IT FOR\nVCs, PE firms" } }, { "id": "383a80df-e75b-4bbe-a06e-436da0a78942", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ -1808, 32 ], "parameters": { "width": 368, "height": 192, "content": "šŸ“„ STEP 1: Collect New Filings\n\nFetches the SEC EDGAR atom feed for Form D filings\nand parses the XML response into structured data.\n\nEach entry contains the filing title, CIK number,\nform type, and li" } }, { "id": "5b992091-a18c-401d-be03-22aafd83452d", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ -896, 16 ], "parameters": { "width": 336, "height": 224, "content": "šŸ” STEP 2: Filter & Track\n\nTransforms feed entries into clean data objects,\nremoves duplicates based on filing URL, and adds\nnew filings to Google Sheets with empty status.\n\nThis creates a queue for de" } }, { "id": "580b3675-be3f-4d62-a17a-deecb0af4ec3", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ -1520, 480 ], "parameters": { "width": 384, "height": 224, "content": "āš” STEP 3: Batch Processing\n\nFilters for unprocessed Form D filings (status = empty)\nand processes them in batches to avoid overwhelming\nthe SEC servers.\n\nOnly processes actual Form D and Form D/A (ame" } }, { "id": "5232eea7-84fc-4d14-be2e-00a17812a015", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ -848, 480 ], "parameters": { "width": 448, "height": 224, "content": "šŸ”¬ STEP 4: Extract Filing Details\n\nDownloads the full Form D document and parses\nthe XML content to extract:\n\n- Company name, address, CIK, industry\n- Key executives and their roles\n- Offering amount, " } }, { "id": "25093afa-98e1-42f9-993e-8c17ffb8eac9", "name": "Sticky Note5", "type": "n8n-nodes-base.stickyNote", "position": [ -1072, 992 ], "parameters": { "width": 416, "height": 192, "content": "āœ… STEP 5: Update & Rate Limit\n\nConsolidates all extracted data into a summary format,\nupdates the Google Sheet row with complete information,\nand marks status as \"processed\".\n\nThe Wait node adds a del" } } ], "connections": { "Parse 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}, "Retrieve Form D Document": { "main": [ [ { "node": "Parse JSON and Extract SEC Document", "type": "main", "index": 0 } ] ] }, "Update Filing Status in Sheet": { "main": [ [ { "node": "Rate Limit Delay", "type": "main", "index": 0 } ] ] }, "Add New Filing to Tracking Sheet": { "main": [ [ { "node": "Filter Unprocessed Form D Filings", "type": "main", "index": 0 } ] ] }, "Filter Unprocessed Form D Filings": { "main": [ [ { "node": "Process Filings Batch", "type": "main", "index": 0 } ] ] }, "Extract Offering Financial Details": { "main": [ [ { "node": "Consolidate Filing Data", "type": "main", "index": 0 } ] ] }, "Filter Previously Processed Filings": { "main": [ [ { "node": "Add New Filing to Tracking Sheet", "type": "main", "index": 0 } ] ] }, "Parse JSON and Extract SEC Document": { "main": [ [ { "node": "Parse Issuer Details", "type": "main", "index": 0 } ] ] } } }