MARKET RESEARCH
Earnings Quote Bank with Linked Source Pages
Extracts verbatim executive quotes by strategy theme from a competitor's earnings transcript and files them into a searchable Notion quote bank.
How it runs
The automated pipeline, trigger to output.
- TriggerPost-earnings schedule
- ActionScrape transcript textFirecrawl
- ActionExtract verbatim quotes by themeOpenAI
- LogicReject non-verbatim matches
- OutputFile quotes in Notion quote bankNotion
What it does
It mines a competitor's earnings transcript for verbatim, attributable executive quotes, tags each by strategy theme (pricing, AI, expansion, retention, margins), and files them into a Notion quote bank with speaker, quarter, and a deep link back to the source transcript line.
When to use it
Use it when you need defensible primary-source quotes for battlecards, board decks, or analyst briefings and want them searchable by theme rather than buried in PDFs.
How it works
- 1A schedule runs after each earnings release for watched competitors.
- 2Firecrawl scrapes the transcript page to clean text with structure preserved.
- 3OpenAI extracts exact quotes with speaker, role, and a strategy-theme tag, discarding paraphrase.
- 4A logic step rejects any quote the model could not match verbatim to the source text.
- 5Each verified quote is created as a Notion database item with theme, speaker, quarter, and source link.
Set it up
What you configure once, before turning it on.
- 1Connect FirecrawlCrawl, scrape, structured extract.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 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.