MARKET RESEARCH
Guidance metrics warehouse sync
When a new transcript URL hits a webhook, extracts every numeric guidance metric into a normalized schema and upserts it into Snowflake.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook receives new transcript URLHTTP webhook
- ActionScrape transcript with FirecrawlFirecrawl
- ActionExtract guidance metrics to normalized schemaOpenAI
- LogicValidate units/ranges, drop malformed rows
- OutputUpsert rows into Snowflake guidance tableSnowflake
What it does
Turns unstructured earnings calls into queryable rows. Whenever your transcript-collection system posts a new URL to the webhook, the flow scrapes the call, extracts every numeric guidance metric (figure, unit, period, segment, midpoint) into a fixed schema, and upserts it into Snowflake keyed by competitor and quarter. Over time you get a clean guidance time series that BI tools can chart without anyone re-reading transcripts.
When to use it
Use it when guidance tracking needs to live in your warehouse and feed dashboards, not just a chat message. It's the data-engineering backbone behind the quarter-over-quarter comparison views.
How it works
- 1A webhook fires with a new transcript URL and competitor/quarter metadata.
- 2Firecrawl scrapes the transcript into clean text.
- 3OpenAI extracts guidance metrics into the normalized JSON schema.
- 4A logic step validates units and ranges, dropping malformed rows.
- 5Valid rows upsert into the Snowflake guidance table, replacing any prior load for that competitor-quarter key.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect FirecrawlCrawl, scrape, structured extract.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect SnowflakeWarehouses, queries, shares.
- 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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