MARKET RESEARCH
Multi-Competitor Earnings Positioning Matrix
On a schedule, pulls the latest earnings transcripts for a list of competitors, extracts each one's stance on shared strategic themes.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled run across competitor set
- ActionFind each transcript URL via PerplexityPerplexity
- ActionScrape transcripts with FirecrawlFirecrawl
- ActionMap stances on shared themes + quotes (OpenAI)OpenAI
- LogicNormalize stances into comparable labels
- OutputUpsert rows into Airtable matrixAirtable
What it does
Builds a side-by-side positioning matrix across a whole competitive set in one run. For each tracked competitor it pulls the latest earnings transcript and extracts where they stand on shared themes you define (AI investment, pricing power, international expansion, margin discipline), each cell backed by a quote. The result is a structured Airtable grid you can sort, filter, and chart.
When to use it
Use it when you cover a category, not a single rival, and need to see who is leaning into what at a glance. Perfect for strategy decks, board prep, and spotting when the whole field pivots the same direction.
How it works
- 1A schedule fires after the season's calls have posted.
- 2The workflow loops the competitor list, using Perplexity to locate each latest transcript URL.
- 3Firecrawl scrapes each transcript to text.
- 4OpenAI maps every competitor onto the shared theme axes, attaching a verbatim quote per cell.
- 5A logic step normalizes stances into comparable labels (leaning in / steady / pulling back).
- 6Each competitor's row, with quotes, is upserted into the Airtable positioning matrix.
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 AirtableBases, tables, views, automations.
- 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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