MARKET RESEARCH
Quarterly competitor guidance-shift digest
After each competitor's earnings call, scrapes the transcript, extracts forward guidance, compares it against last quarter's stored guidance.
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule fires after competitor report date
- ActionScrape latest transcript with FirecrawlFirecrawl
- ActionExtract structured guidance line itemsOpenAI
- ActionRead prior-quarter guidance from CodaCoda
- LogicDiff current vs prior, flag direction of each shift
- ActionWrite current guidance back to Coda baselineCoda
- OutputPost guidance-shift digest to SlackSlack
What it does
Tracks how your named competitors change their forward guidance from one earnings call to the next. When a new transcript lands, it pulls out every guidance statement (revenue, margin, units, FY outlook), diffs it against the prior quarter you already captured, and tells your team in Slack exactly what moved and which direction.
When to use it
Run it the morning after a competitor reports. It replaces the manual chore of reading two transcripts side by side and hand-building a "what changed" table for the strategy or finance team.
How it works
- 1A schedule fires the day after a tracked competitor's report date.
- 2Firecrawl scrapes the latest transcript page into clean text.
- 3OpenAI extracts structured guidance line items (metric, value, period, tone).
- 4The flow reads the prior quarter's guidance for that competitor from Coda.
- 5A logic step diffs current vs. prior and flags raised, lowered, reaffirmed, or withdrawn items.
- 6The new guidance is written back to Coda so it becomes next quarter's baseline.
- 7A formatted shift summary is posted to the strategy Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect FirecrawlCrawl, scrape, structured extract.
- 2Connect OpenAIModels, embeddings, files.
- 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 this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.