MARKET RESEARCH
On-Demand Competitor Earnings Deep-Dive Agent
Ask the CEO agent about a competitor and it gathers their latest 10-Q and earnings call, researches market context.
How it runs
The automated pipeline, trigger to output.
- TriggerChat request naming competitor and quarter
- ActionIdentify filing, call, and market-context sourcesPerplexity
- ActionRetrieve filing and transcript textFirecrawl
- ActionReason over material to build strategy-implications briefOpenAI
- OutputWrite linked brief to Coda boardCoda
What it does
Gives your team a chat-triggered analyst: name a competitor and the quarter, and the agent assembles their latest 10-Q and earnings-call material, layers in current market context, and produces a strategy-implications brief — what changed, why it matters to you, and the watch-items for next quarter — saved to your competitor board.
When to use it
Use it for ad-hoc deep dives ahead of a planning meeting, a board prep, or a competitive bid, when you want one thorough write-up on a specific rival rather than an always-on feed. It complements the scheduled trackers by going deep on demand.
How it works
- 1A chat message to the CEO agent names the target competitor and quarter.
- 2The agent uses Perplexity to identify the relevant filing and call sources and recent market commentary.
- 3Firecrawl retrieves the underlying filing and transcript text.
- 4The agent reasons over the material with OpenAI to build a strategy-implications brief.
- 5The finished brief is written to the Coda competitor-strategy board as a linked entry.
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 CodaDocs, packs, automations.
- 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.
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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.