MARKET RESEARCH
Roll Up Cross-Competitor Earnings Themes Each Quarter
At quarter close, aggregate every competitor signal collected that quarter, cluster recurring strategic themes across the cohort.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarter-close schedule
- ActionRead the quarter's collected signal rowsAirtable
- ActionCluster strategic themes and count competitor coverageOpenAI
- LogicRank themes by prevalence and momentum vs prior quarter
- OutputPublish ranked theme rollup to Airtable boardAirtable
What it does
Looks across all the per-competitor signals captured during a quarter and answers the higher-order question: what themes are the whole cohort converging on? It clusters strategy language across filings and calls — pricing moves, AI investment, cost discipline, market expansion — ranks them by how many competitors mention them, and publishes a cross-competitor theme rollup.
When to use it
Use it at the end of each earnings season to brief leadership on industry-wide direction rather than single-company news. It turns a quarter of individual signals into a one-page view of where the market is heading.
How it works
- 1A quarter-close schedule triggers the rollup.
- 2The workflow reads the quarter's collected signal rows from the source board.
- 3OpenAI clusters the language into recurring strategic themes and counts competitor coverage per theme.
- 4A logic step ranks themes by prevalence and momentum versus the prior quarter.
- 5The ranked rollup is published to an Airtable board, with each theme linked to its supporting competitor signals.
Set it up
What you configure once, before turning it on.
- 1Connect OpenAIModels, embeddings, files.
- 2Connect AirtableBases, tables, views, automations.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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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.
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