MARKET RESEARCH
CEO-Directed Earnings Research Agent to Confluence
From a chat request naming a competitor, an agent researches the latest earnings call, validates each strategic claim against the verbatim transcript.
How it runs
The automated pipeline, trigger to output.
- TriggerChat request naming competitor + question
- ActionFind latest transcript via PerplexityPerplexity
- ActionScrape full transcript for grounding (Firecrawl)Firecrawl
- LogicVerify each claim has a verbatim quote; drop unsupported
- OutputPublish sourced brief to ConfluenceConfluence
What it does
Lets an operator ask the CEO agent, in plain language, to research a competitor's latest earnings call. The agent finds the transcript, drafts strategic findings, then self-checks every claim against the verbatim text before publishing, discarding any takeaway it cannot anchor to a real quote. The vetted, sourced brief is published as a Confluence page for the whole org.
When to use it
Use it for ad-hoc, conversational research where the question is specific ("What did our top rival signal about pricing this quarter?") and you want an agent that reasons, verifies, and writes to your knowledge base rather than a fixed pipeline.
How it works
- 1A chat message names the competitor and the question.
- 2The agent uses Perplexity to find the latest earnings-call transcript.
- 3Firecrawl scrapes the full transcript text for grounding.
- 4The agent drafts strategy findings, then re-checks each against the transcript, dropping unsupported claims.
- 5A logic gate requires every surviving claim to carry a verbatim quote.
- 6The verified brief is published to Confluence with source links.
Set it up
What you configure once, before turning it on.
- 1Connect PerplexitySearch-grounded answers with citations.
- 2Connect FirecrawlCrawl, scrape, structured extract.
- 3Connect ConfluenceSpaces, pages, blueprints.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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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