MARKET RESEARCH
Emerging Competitor Discovery
On a schedule, searches the web with Exa and Perplexity for newly launched or funded companies in your category, vets each candidate against your existing tracked list.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule starts category discovery sweep
- ActionExa + Perplexity search for new launches and fundingExa
- LogicDedupe candidates against tracked list; agent scores relevanceCoda
- ActionQueue qualifying new competitors as Coda review rowsCoda
- OutputNotify team in Slack that candidates are readySlack
What it does
Finds the competitors you don't know about yet. It scans for new product launches, funding announcements, and Show HN / Product Hunt-style debuts in your category, filters out the ones you already track, and hands you a vetted shortlist of emerging players to start watching.
When to use it
Use it when your market moves fast and new entrants appear constantly. It keeps your competitive tracking list from going stale and feeds new URLs into your pricing and changelog watchers.
How it works
- 1A weekly schedule starts a discovery sweep for your category keywords.
- 2Exa runs semantic web searches for recent launches and funding in the space; Perplexity adds a researched summary and the company's homepage and pricing URLs.
- 3A logic step deduplicates candidates against the companies already tracked in Coda and drops obvious non-competitors.
- 4An agent scores each remaining candidate on relevance and overlap with your product, with a short rationale.
- 5Qualifying new competitors are queued as review rows in Coda with their URLs prefilled.
- 6A Slack message notifies the team that new candidates are ready for triage.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect CodaDocs, packs, automations.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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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