MARKET RESEARCH
Auto-discover new earnings transcripts and push competitor signals to Salesforce
Uses Perplexity to find competitors that just reported earnings, scrapes each transcript with Firecrawl, extracts threat-relevant signals.
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule starts discovery run
- ActionFind competitors that just reportedPerplexity
- ActionScrape each discovered transcriptFirecrawl
- ActionExtract sales-relevant signals with threat levelOpenAI
- LogicKeep medium-and-above threat signals
- OutputLog signals on Salesforce competitor accountSalesforce
What it does
Removes the manual step of knowing when rivals report. It asks Perplexity which tracked competitors released earnings in the last few days, finds the transcript for each, extracts signals that matter to your sales motion (competitive wins, displacement claims, target verticals), and attaches them to the right competitor account in Salesforce.
When to use it
Use it when your competitive intel needs to live where reps work — on the account record — and when you don't want to hand-maintain an earnings calendar. Best for sales-enablement and competitive-ops teams.
How it works
- 1A schedule triggers the discovery run.
- 2Perplexity returns which tracked competitors reported recently and where their transcripts are published.
- 3Firecrawl scrapes each discovered transcript.
- 4OpenAI extracts sales-relevant competitive signals with a threat level.
- 5A filter keeps only medium-and-above threat signals.
- 6Each signal is written as an activity or note on the matching Salesforce competitor account, ready for reps.
Set it up
What you configure once, before turning it on.
- 1Connect PerplexitySearch-grounded answers with citations.
- 2Connect FirecrawlCrawl, scrape, structured extract.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect SalesforceAccounts, opportunities, cases.
- 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
Enrich Inbound Accounts with BigQuery Firmographics and Score Fit
When a new account row lands in Airtable, joins it against BigQuery public business datasets to attach firmographic attributes.
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.
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.
Hiring Surge Detector with Slack Alert
Detects when a target account's open-role count jumps above its recent baseline and posts a ranked Slack alert to the GTM channel so reps can act on a company that is clearly…
Tech-Stack Shift Inference from Job Descriptions
Reads new job descriptions for target accounts, uses an LLM to extract named technologies and infer stack changes.
Weekly Hiring-Intel Briefing for GTM
An agent reviews the week's accumulated hiring signals across all target accounts, writes a narrative briefing that infers each account's likely initiatives.
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.