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.
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule fires on competitor earnings date
- ActionScrape latest transcriptFirecrawl
- ActionRead prior-quarter guidance recordNotion
- ActionExtract guidance and judge delta vs prior quarterOpenAI
- LogicSet trend direction and flag reversals
- OutputCreate dated guidance entry in NotionNotion
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
- 1A schedule triggers after the competitor's earnings date.
- 2Firecrawl scrapes the transcript.
- 3The prior-quarter guidance record is read from the Notion database for comparison context.
- 4OpenAI extracts this quarter's guidance statements and judges the delta versus prior quarter, returning a direction flag and rationale.
- 5A logic step sets the trend marker and flags any reversal worth attention.
- 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.
- 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.

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