MARKET RESEARCH
Weekly Competitor Guidance-Shift Email Digest
Each week, scrapes new earnings transcripts from a competitor watchlist, ranks the material guidance changes, and emails a clean executive digest to leadership via Gmail.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule triggers digest build
- ActionFirecrawl scrapes new watchlist transcriptsFirecrawl
- LogicExit quietly if no new calls this week
- ActionOpenAI extracts and ranks guidance shiftsOpenAI
- ActionOpenAI drafts leadership-friendly digestOpenAI
- OutputSend formatted digest email via GmailGmail
What it does
Produces a once-a-week executive email summarizing which competitors changed their forward guidance and by how much. It scrapes the week's new transcripts, extracts and ranks the guidance shifts by materiality, and delivers a short, skimmable digest straight to leadership's inbox.
When to use it
When executives want passive awareness of competitor outlook changes without logging into a dashboard — a low-effort weekly pulse during and just after earnings season, delivered where they already work.
How it works
- 1A weekly schedule triggers the digest build.
- 2Firecrawl scrapes any new transcripts from the competitor watchlist.
- 3A logic step exits quietly if no new calls were posted that week, so the inbox stays clean.
- 4OpenAI extracts guidance changes and ranks them by materiality and surprise.
- 5OpenAI drafts a concise, leadership-friendly digest with the top movers up top.
- 6The digest is sent as a formatted email through Gmail to the leadership list.
Set it up
What you configure once, before turning it on.
- 1Connect FirecrawlCrawl, scrape, structured extract.
- 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.
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