MARKET RESEARCH
Earnings-Call Competitor Strategy-Shift Brief
On a schedule, finds and pulls a named competitor's latest earnings-call transcript, extracts strategic shifts with verbatim quotes, and delivers a structured brief to Notion.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule fires after earnings window
- ActionFind latest transcript URL via PerplexityPerplexity
- ActionScrape transcript to clean text with FirecrawlFirecrawl
- ActionExtract strategy shifts + verbatim quotes (OpenAI)OpenAI
- LogicSkip if no material shift detected
- OutputWrite quote-backed brief to NotionNotion
What it does
Turns a competitor's quarterly earnings call into a one-page strategy-shift brief. It locates the latest transcript, has an LLM pull out the moves that matter (pricing, product bets, market entry/exit, capex, layoffs), and pairs every claim with an exact quote so analysts trust the read. The finished brief lands in Notion, ready to forward.
When to use it
Use it each quarter to track two to five named rivals without a junior analyst manually reading 90-minute transcripts. Ideal for competitive-intelligence, corp-dev, and product-strategy teams who need defensible, quote-backed takeaways rather than vibes.
How it works
- 1A schedule fires shortly after the typical earnings-season window.
- 2Perplexity finds the URL of the competitor's most recent earnings-call transcript.
- 3Firecrawl scrapes the transcript page into clean text.
- 4OpenAI extracts strategy shifts versus the prior quarter, each tagged with a verbatim quote and speaker.
- 5A logic step drops the brief if no material shift was detected (avoids noise).
- 6The brief is written to a new Notion page under the competitor's tracker database.
Set it up
What you configure once, before turning it on.
- 1Connect PerplexitySearch-grounded answers with citations.
- 2Connect FirecrawlCrawl, scrape, structured extract.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect NotionPages, databases, comments.
- 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 this workflow in your colony.
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