How I use ChatGPT to research 10-K reports, with Thibaut Souyris
The B2B Sales Podcast4 Juli 2023

How I use ChatGPT to research 10-K reports, with Thibaut Souyris

In this episode, Thibaut reveals a game-changing approach to researching 10-K reports and other corporate documents using ChatGPT and the AskYourPDF plugin. Learn how to efficiently extract key initiatives and data from lengthy reports, and craft effective sales messages that resonate with your prospects.

Main Topics Covered:
  • Introduction to the episode.
  • Installing the AskYourPDF plugin on ChatGPT.
  • Navigating through settings to enable beta features.
  • Accessing the plugin store and installing Ask Your PDF.
  • Utilizing ChatGPT to summarize 10-K reports.How to ask ChatGPT to extract key points from a 10-K report using the AskYourPDF plugin.
  • Zooming in on a key topic within the summary.How to get more specific information from the 10-K report about topics like cybersecurity.
  • Finding a specific trigger within the report.
  • Locating detailed sections within the report using keywords and extracting information.
  • Building your sales message.
  • Crafting a tailored sales email using the information extracted from the 10-K report.
  • The importance of being on the pro plan to access plugins.
  • Example case: Using ChatGPT to prospect Amazon as a representative of SoSafe, a German company focused on online behavior training.

Resources:

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