MARKET RESEARCH
Earnings Strategy-Shift Detector with Slack Alert
Compares a competitor's new earnings transcript against last quarter's stored signals and posts a Slack alert only when a material strategy shift is detected.
How it runs
The automated pipeline, trigger to output.
- TriggerNew-quarter webhook from ingest jobHTTP webhook
- ActionExtract signals from new transcriptOpenAI
- ActionRead prior quarter signalsCoda
- LogicClassify shift as material vs routineOpenAI
- LogicStop if routine
- OutputPost strategy-shift alertSlack
What it does
When a fresh transcript is detected, it diffs the newly extracted signals against the prior quarter's signals stored in your Coda tracker, and fires a Slack alert only when something material changed (new market entry, pricing reversal, guidance cut, leadership-stated pivot). Quiet quarters produce no noise.
When to use it
Use it when you don't want a row every quarter but a heads-up the moment a rival meaningfully changes direction. Ideal for competitive-response teams who only want to act on real moves.
How it works
- 1A webhook fires when your transcript-ingest job records a new quarter.
- 2OpenAI extracts the structured signal set from the new transcript text.
- 3The flow reads the previous quarter's signals for that competitor from the Coda tracker.
- 4OpenAI compares the two periods and classifies the change as material or routine, with a one-line rationale.
- 5A logic gate stops the flow when the change is routine.
- 6A formatted strategy-shift alert is posted to the competitive-intel Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect CodaDocs, packs, automations.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.
More Market Research workflows
Weekly Materiality-Ranked Filing Digest by Email
Each Friday, aggregates the week's regulatory filings across the coverage universe, ranks them by materiality.
Earnings Keyword-Spike Alert into Linear
Scans new earnings-call transcripts for a set of strategic keywords you care about, and when a competitor's mention frequency spikes above its historical baseline.
Allocate Sales Territory TAM from BigQuery Geo Data to HubSpot
When triggered by a webhook, queries BigQuery public ZIP-level business data to compute TAM per sales territory.
Discover Adjacent Segments from BigQuery and Rank Expansion Bets
On a schedule, scans BigQuery public industry data for fast-growing NAICS sectors adjacent to your core segments, scores them as expansion bets.
Blend BigQuery TAM with Live Competitor Signals into a Notion Brief
On demand, sizes a chosen segment from BigQuery public data, gathers current competitor signals via Brave Search, and synthesizes a one-page market brief into Notion.
Cross-Competitor Theme-Shift Analyst
An agent that gathers the latest earnings transcripts across all tracked competitors, compares this quarter's themes against the prior quarter stored in Coda.
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.