MARKET RESEARCH
Quarter-over-Quarter Earnings Tone-Shift Tracker
On a schedule, compares a competitor's two most recent earnings transcripts, flags what management started or stopped emphasizing.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled post-earnings run
- ActionFind two latest transcript URLs (Perplexity)Perplexity
- ActionScrape both transcripts with FirecrawlFirecrawl
- ActionCompare QoQ tone + extract deltas with quotes (OpenAI)OpenAI
- LogicSuppress if deltas immaterial
- OutputEmail delta brief via GmailGmail
What it does
Detects what changed between a competitor's last two earnings calls. It pulls both transcripts, has an LLM compare them, and surfaces the deltas: topics management newly leaned into, themes they quietly dropped, and language that hardened or softened, each illustrated with quotes from both quarters so the shift is undeniable. The delta brief is emailed to stakeholders.
When to use it
Use it when the story is in the change, not the snapshot. Great for catching a rival pivoting away from a product line, going quiet on a struggling segment, or suddenly hammering a new narrative before it shows up in the numbers.
How it works
- 1A schedule fires after the new quarter's call posts.
- 2Perplexity locates the two most recent transcript URLs.
- 3Firecrawl scrapes both into clean text.
- 4OpenAI runs a quarter-over-quarter comparison, extracting started/stopped/intensified themes with paired quotes.
- 5A logic step suppresses the email when deltas are immaterial.
- 6Gmail sends the formatted delta brief to the distribution list.
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 GmailRead, draft, send, label.
- 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 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.

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