MARKET RESEARCH

Track quarter-over-quarter guidance shifts from earnings calls in Notion

Scrapes a competitor's latest transcript, pulls forward-looking guidance statements, compares them against the prior quarter stored in Notion.

CategoryMarket Research
Enginesim
Difficultyadvanced
Triggerschedule
Steps6
Setup~25 min

How it runs

The automated pipeline, trigger to output.

  • TriggerSchedule fires on competitor earnings date
  • ActionScrape latest transcriptFirecrawl
  • ActionRead prior-quarter guidance recordNotionNotion
  • ActionExtract guidance and judge delta vs prior quarterOpenAI
  • LogicSet trend direction and flag reversals
  • OutputCreate dated guidance entry in NotionNotionNotion

What it does

Focuses on forward guidance specifically. It extracts what a competitor said about its outlook this quarter, compares it to what they said last quarter, and records whether guidance was raised, lowered, or reaffirmed — building a quarter-over-quarter trend line in Notion.

When to use it

Use it when you track competitor momentum and want to spot inflection points: a rival quietly walking back growth targets, or doubling down on a segment. Strategy and finance teams use the trend history to inform their own planning.

How it works

  1. 1A schedule triggers after the competitor's earnings date.
  2. 2Firecrawl scrapes the transcript.
  3. 3The prior-quarter guidance record is read from the Notion database for comparison context.
  4. 4OpenAI extracts this quarter's guidance statements and judges the delta versus prior quarter, returning a direction flag and rationale.
  5. 5A logic step sets the trend marker and flags any reversal worth attention.
  6. 6A new dated entry is created in the Notion guidance tracker with the delta, direction, and supporting quotes.

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 NotionPages, databases, comments.
  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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