MARKET RESEARCH
Agent-Built Competitive Earnings Brief
On request, an agent searches for a competitor's most recent earnings transcript, reads it, cross-references prior calls.
How it runs
The automated pipeline, trigger to output.
- TriggerOperator requests a competitor brief
- ActionSearch for transcripts and sourcesExa
- ActionFetch full transcript textFirecrawl
- ActionAgent synthesizes narrative brief
- OutputPublish brief to NotionNotion
What it does
Produces a written competitive brief for a single competitor on demand. An agent finds the latest transcript, reads it in full, recalls what the company said on previous calls, and synthesizes a narrative covering strategy direction, product bets, financial guidance, and notable tone shifts, then publishes it as a Notion page.
When to use it
Use it ahead of a strategy review or board prep when you need a thoughtful, reasoned writeup rather than a row of extracted fields. Best when the analysis requires judgment and connecting statements across multiple quarters.
How it works
- 1An operator triggers the workflow with a competitor name.
- 2Exa searches for and locates the most recent earnings-call transcript and prior-quarter sources.
- 3Firecrawl pulls clean full text for each located transcript.
- 4The agent reads the transcripts, cross-references quarters, and drafts a structured narrative brief with cited evidence.
- 5Notion receives the finished brief as a new page in your competitive-intel workspace.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect FirecrawlCrawl, scrape, structured extract.
- 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.