MARKET RESEARCH
Cross-Competitor Quarterly Positioning Brief
Reads the whole quarter of competitor signals from the Coda tracker, synthesizes a cross-competitor positioning brief with an analyst agent, and emails it to leadership.
How it runs
The automated pipeline, trigger to output.
- TriggerEnd-of-season quarterly schedule
- ActionRead all quarter signal rowsCoda
- ActionSynthesize cross-competitor briefOpenAI
- LogicHold if coverage below threshold
- OutputEmail brief to leadershipGmail
What it does
At the end of each earnings season it reads every competitor's signals for the quarter from the Coda tracker, synthesizes patterns across the field (where rivals are converging, who is diverging, emerging threats), and emails a concise positioning brief with recommended responses to leadership.
When to use it
Use it when individual rows aren't enough and the team needs a synthesized read of the competitive landscape each quarter. Best for strategy leads preparing leadership or board updates.
How it works
- 1A quarterly schedule fires after the season's transcripts are ingested.
- 2The flow reads all competitor signal rows for the current quarter from the Coda tracker.
- 3A Paperclip analyst agent clusters signals into cross-competitor themes and drafts a brief with implications and recommended moves.
- 4A logic step holds the brief for review if signal coverage is below a completeness threshold.
- 5The finished brief is emailed to the leadership distribution list.
Set it up
What you configure once, before turning it on.
- 1Connect CodaDocs, packs, automations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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.