MARKET RESEARCH
Earnings-Call Theme Warehouse Loader for BigQuery
Scrapes a watchlist of earnings transcripts on a schedule, extracts structured theme-and-sentiment records.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled watchlist sweep per reporting period
- ActionScrape latest transcript for each companyFirecrawl
- LogicDrop empty or unchanged scrapes
- ActionExtract structured theme/sentiment/quote recordsOpenAI
- OutputAppend rows to BigQuery themes tableBigQuery
What it does
Builds the structured backbone for earnings-theme analysis. On a schedule it harvests transcripts for every company on your watchlist, converts each into normalized rows of theme, sentiment, emphasis weight, and a representative quote, then appends those rows to a BigQuery table keyed by company and quarter. The result is a queryable dataset rather than a pile of PDFs.
When to use it
Use it when your team wants to slice earnings themes with SQL or feed a BI dashboard — for example, charting how often the whole sector mentioned 'AI monetization' over eight quarters, or which competitor turned most cautious on guidance. Best for data and research teams that already live in the warehouse.
How it works
- 1A schedule triggers a full watchlist sweep each reporting period.
- 2Firecrawl scrapes every competitor's latest transcript.
- 3A filter drops empty or unchanged scrapes so only fresh calls advance.
- 4OpenAI returns a structured JSON array of theme records with sentiment and a supporting quote per transcript.
- 5The flow flattens those records into rows tagged with company, ticker, and quarter.
- 6The rows append to the BigQuery themes table, ready for SQL and dashboards.
Set it up
What you configure once, before turning it on.
- 1Connect FirecrawlCrawl, scrape, structured extract.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect BigQueryDatasets, queries, schemas.
- 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.