SUMMARIZATION
Board-prep earnings brief with agent-led peer research
An agent scrapes your own earnings transcript, reconciles guidance vs actuals, then researches peer reactions and analyst commentary to assemble a board-prep brief stored…
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled run after the call closes
- ActionScrape company transcriptFirecrawl
- LogicAgent reconciles guidance vs actuals
- ActionResearch peer results and analyst takesPerplexity
- ActionDraft board-prep brief in ConfluenceConfluence
- OutputEmail brief to finance leadOutlook
What it does
Goes beyond a single transcript. An agent reconciles your company's guidance against reported actuals, then independently researches how peers and analysts reacted, weaving both into a board-prep brief that frames the quarter in competitive context for the finance lead and the board.
When to use it
Use ahead of a board meeting or investor update, when the finance lead needs not just internal numbers but the surrounding market narrative — analyst takes, peer comparisons, and likely board questions — in one document.
How it works
- 1A scheduled trigger fires after the company's own call closes.
- 2Firecrawl scrapes the company transcript to clean text.
- 3The agent extracts guidance vs actuals and identifies the gaps worth explaining.
- 4The agent runs Perplexity research on peer results and analyst commentary for the same quarter.
- 5The agent drafts a board-prep brief with a variance section, competitive context, and anticipated questions.
- 6The brief is saved to Confluence and emailed to the finance lead via Outlook.
Set it up
What you configure once, before turning it on.
- 1Connect FirecrawlCrawl, scrape, structured extract.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect ConfluenceSpaces, pages, blueprints.
- 4Connect OutlookMail, calendar, contacts.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.