MARKET RESEARCH
Guidance and Financial Signal Extractor to Snowflake
On a schedule, parses competitor earnings transcripts for forward guidance, KPI callouts, and growth language, then loads the structured metrics into Snowflake for trend analysis.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule fires
- ActionFetch latest transcriptsFirecrawl
- ActionExtract guidance and KPI fieldsOpenAI
- LogicValidate required keys before load
- OutputInsert rows into SnowflakeSnowflake
What it does
Converts the qualitative guidance language buried in earnings calls into structured rows you can query and chart. It captures forward guidance statements, named KPIs, growth and margin commentary, and management's confidence framing, then lands them in a Snowflake table keyed by competitor and quarter.
When to use it
Use it when you want to model competitor trajectories quantitatively over many quarters, feeding dashboards or analyst models. Built for FP&A, corporate strategy, and data teams who already live in the warehouse.
How it works
- 1A quarterly schedule kicks off the run.
- 2Firecrawl retrieves the latest transcript for each tracked competitor.
- 3OpenAI extracts guidance statements, named metrics, directional language, and confidence cues into typed fields.
- 4A logic step validates the extracted fields and rejects rows missing a competitor or quarter key.
- 5Snowflake receives the validated rows via an insert into the earnings-signals table.
Set it up
What you configure once, before turning it on.
- 1Connect FirecrawlCrawl, scrape, structured extract.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SnowflakeWarehouses, queries, shares.
- 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 this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.