MARKET RESEARCH
Sector cross-competitor guidance rollup
On a quarterly schedule, gathers the latest transcripts for every competitor in a sector, extracts each one's guidance direction.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule over peer list
- ActionFind + scrape each competitor transcriptFirecrawl
- ActionExtract guidance direction + themes per callOpenAI
- LogicAggregate into raised/held/cut ranking, cluster themes
- ActionDraft comparison narrativeOpenAI
- OutputPublish sector rollup brief to NotionNotion
What it does
Builds the sector-wide picture in one pass. Instead of one competitor at a time, it loops your full peer set, scrapes each latest transcript, extracts the direction of every guidance change, and rolls the results into a single Notion brief: a raised-vs-cut leaderboard plus the macro themes (pricing, demand softness, AI capex) that management teams repeated across calls.
When to use it
Run it once a quarter after the sector has largely reported, when you need a board-ready "state of the competitive set" rather than a single-name note.
How it works
- 1A quarterly schedule starts the rollup over the configured peer list.
- 2For each competitor, Exa finds the latest transcript and Firecrawl scrapes it.
- 3OpenAI extracts guidance direction and pulls candidate themes per call.
- 4A logic step aggregates directions into a raised/held/cut ranking and clusters shared themes across competitors.
- 5OpenAI drafts the comparison narrative from the aggregated table.
- 6A formatted brief with the leaderboard and theme cluster is published as a Notion page.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 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.
More Market Research workflows
Enrich Inbound Accounts with BigQuery Firmographics and Score Fit
When a new account row lands in Airtable, joins it against BigQuery public business datasets to attach firmographic attributes.
Blend BigQuery TAM with Live Competitor Signals into a Notion Brief
On demand, sizes a chosen segment from BigQuery public data, gathers current competitor signals via Brave Search, and synthesizes a one-page market brief into Notion.
Allocate Sales Territory TAM from BigQuery Geo Data to HubSpot
When triggered by a webhook, queries BigQuery public ZIP-level business data to compute TAM per sales territory.
Hiring Surge Detector with Slack Alert
Detects when a target account's open-role count jumps above its recent baseline and posts a ranked Slack alert to the GTM channel so reps can act on a company that is clearly…
Tech-Stack Shift Inference from Job Descriptions
Reads new job descriptions for target accounts, uses an LLM to extract named technologies and infer stack changes.
Weekly Hiring-Intel Briefing for GTM
An agent reviews the week's accumulated hiring signals across all target accounts, writes a narrative briefing that infers each account's likely initiatives.
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.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.