Dashboard
All 5500 filings processed by the pipeline.
| Plan Name | EIN | Extracted | Score | Campaign | Campaign Location |
|---|---|---|---|---|---|
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5500 Pipeline
Queue new plans, view pending watchlist, and see what's already downloaded.
Add a plan to the scraper watchlist
Step 1 — Download
Pull Form 5500 PDFs from EFAST2.
Step 2 — Extract
Parse and audit downloaded filings.
Logs
Sync log files to Drive.
Pending watchlist
| Field | Query | Added | Action |
|---|---|---|---|
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Downloaded 5500 filings
| Plan Name | EIN | Sponsor | Extracted |
|---|---|---|---|
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Email Campaign
Tune the four system prompts, then launch campaigns for plans without outreach.
System Prompts
Edit and save — saved prompts become the default for the next run.
Insights Generator
Email 1 — Hook
Email 2 — Value
Email 3 — CTA
Plans awaiting campaigns
| Plan Name | EIN | Extracted | Score |
|---|---|---|---|
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