MARKET RESEARCH
Monthly review-theme strategy memo by CEO agent
Once a month, an agent gathers themed review data for your app and competitors, reasons over the shifts, and drafts a strategy memo with recommendations.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule
- ActionGather month's reviews and cluster into themesApify
- ActionReason over theme shifts and form recommendationsOpenAI
- ActionDraft leadership strategy memoOpenAI
- OutputEmail memo and file copy to Google DriveGmail
What it does
Once a month an agent assembles the themed review picture — your app and competitors — and instead of just listing themes, it reasons over what changed: which complaints are growing, where a competitor is newly vulnerable, and what that implies for the roadmap. It drafts a leadership-ready strategy memo with prioritized recommendations, emails it, and files a copy to Google Drive.
When to use it
Use it for the monthly strategy cadence when you want analysis and a point of view, not just data — a memo a head of product could forward unedited.
How it works
- 1A monthly schedule starts the agent run.
- 2The agent pulls the month's reviews via Apify and clusters them into themes with trend deltas.
- 3It reasons over the themed data — weighing volume shifts, severity, and competitor movement — to form recommendations.
- 4It drafts a structured strategy memo with an executive summary and prioritized actions.
- 5The memo is emailed to leadership via Gmail and saved as a doc in Google Drive.
Set it up
What you configure once, before turning it on.
- 1Connect ApifyActors, scrapers, datasets.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 4Connect Google DriveDocs, sheets, slides, files.
- 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.
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