MARKET RESEARCH
Management tone sentiment tracker
On a manual run for any ticker, finds and scrapes the latest earnings call transcript, scores management's tone across confidence, caution, and growth language.
How it runs
The automated pipeline, trigger to output.
- TriggerOperator runs with company name + quarter
- ActionFind transcript URL via Exa searchExa
- ActionScrape transcript text with FirecrawlFirecrawl
- ActionScore management tone dimensionsOpenAI
- OutputAppend scored row to Coda trend tableCoda
What it does
Quantifies the qualitative. For a single competitor you specify, it locates the most recent earnings call transcript, then uses an LLM to score how management actually talks: confidence, hedging, demand commentary, and cost-pressure language. The numeric scores append to a running Coda table so you can watch tone drift across quarters even when the headline numbers look flat.
When to use it
Use it ad hoc when you want a read on a specific competitor before a board meeting, or to build a multi-quarter tone baseline for a watchlist name without parsing transcripts by hand.
How it works
- 1An operator triggers the run with a company name and quarter.
- 2Exa searches for the official transcript URL for that quarter.
- 3Firecrawl scrapes the transcript into clean text.
- 4OpenAI scores tone dimensions (0-100) and writes a one-line rationale per dimension.
- 5The scored row, with the source link, appends to the Coda sentiment trend table for that competitor.
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 CodaDocs, packs, 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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