MARKET RESEARCH

Quarter-over-Quarter Guidance Tracker in Airtable

Each quarter, scrapes competitor earnings transcripts, extracts guidance figures into structured rows.

CategoryMarket Research
Enginesim
Difficultyintermediate
Triggerschedule
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerQuarterly schedule starts extraction run
  • ActionFirecrawl scrapes latest competitor transcriptsFirecrawl
  • ActionOpenAI extracts guidance into strict numeric schemaOpenAI
  • LogicDeduplicate against existing Airtable rows
  • OutputAppend timestamped guidance rows to AirtableAirtableAirtable

What it does

Builds and maintains a structured database of competitor guidance over time. Every quarter it scrapes the new transcripts, extracts each numeric guidance item into typed fields, and appends a dated row per company per metric — turning unstructured calls into a queryable time series you can chart and filter.

When to use it

When you want durable history rather than a one-off brief: tracking how a rival's revenue or margin guidance has drifted across many quarters, feeding a dashboard, or backing analysis with a clean dataset instead of a pile of PDFs.

How it works

  1. 1A quarterly schedule starts the extraction run.
  2. 2Firecrawl scrapes each competitor's latest transcript.
  3. 3OpenAI extracts guidance items into a strict schema (metric, period, low, high, basis, direction).
  4. 4A logic step deduplicates against existing rows so the same call is never recorded twice.
  5. 5New guidance rows are appended to the Airtable base, timestamped and linked to the source transcript URL.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect FirecrawlCrawl, scrape, structured extract.
  2. 2
    Connect OpenAIModels, embeddings, files.
  3. 3
    Connect AirtableBases, tables, views, automations.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

Run this workflow in your colony.

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