MARKET RESEARCH
Earnings Transcript Harvester to Coda Tracking Brief
On a schedule, crawls competitor earnings-call transcripts, extracts strategy shifts and product mentions, and writes a structured row into a Coda tracking doc with citations.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionCrawl IR transcript pagesFirecrawl
- ActionExtract signals to structured JSONOpenAI
- LogicSkip competitors with no new transcript
- OutputAppend cited row to tracking briefCoda
What it does
Keeps a living competitive-intelligence brief in Coda by mining the latest competitor earnings-call transcripts. Each run pulls the freshest transcripts, isolates statements about strategy changes, pricing moves, and named products, and appends a clean, cited row to your tracking table.
When to use it
Run it during earnings season (or weekly) when you track 3-10 public competitors and want a single source of truth instead of reading 40-page transcripts by hand. Ideal for product marketing, strategy, and competitive-intel teams who need durable, searchable records.
How it works
- 1A weekly schedule fires the run.
- 2Firecrawl crawls each competitor's investor-relations transcript page and returns clean text.
- 3OpenAI extracts strategy shifts, product mentions, and guidance into a structured JSON object with verbatim quotes.
- 4A logic step drops any competitor where no new transcript was found since the last run.
- 5Coda appends one row per competitor (company, quarter, signals, quotes, source URL) to the tracking brief.
Set it up
What you configure once, before turning it on.
- 1Connect FirecrawlCrawl, scrape, structured extract.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect CodaDocs, packs, automations.
- 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.