MARKET RESEARCH
Earnings Competitor Discovery and Watchlist Builder
Researches a market segment to find public companies that report earnings, verifies each has accessible transcripts.
How it runs
The automated pipeline, trigger to output.
- TriggerManual run with market segment
- ActionResearch public competitorsPerplexity
- ActionVerify transcript availabilityBrave Search
- LogicDrop private or transcript-less candidates
- ActionNormalize names, tickers, tagsOpenAI
- OutputSeed deduplicated watchlistCoda
What it does
Given a market segment you name, it discovers public competitors, confirms each one actually publishes earnings-call transcripts, and seeds a clean, deduplicated watchlist into Coda. This is the setup step that feeds the recurring transcript miners.
When to use it
Run it once when you enter a new market or expand coverage, instead of hand-building a competitor list. Re-run it occasionally to catch newly public entrants in your space.
How it works
- 1You trigger the flow manually with a market segment description.
- 2Perplexity researches the segment and returns candidate public companies with tickers.
- 3Brave Search confirms each candidate has a findable, recent earnings transcript and captures the source domain.
- 4A logic step drops private companies and any without accessible transcripts.
- 5OpenAI normalizes names, tickers, and segment tags into a consistent schema.
- 6New, deduplicated competitors are written to the Coda watchlist table.
Set it up
What you configure once, before turning it on.
- 1Connect PerplexitySearch-grounded answers with citations.
- 2Connect Brave SearchWeb, news, image, video search.
- 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 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.