MARKET RESEARCH
Earnings Theme Mention-Frequency Trend Tracker
Extracts and counts theme mentions across the tracked competitor set each quarter, appends the counts to BigQuery.
How it runs
The automated pipeline, trigger to output.
- TriggerPer-cycle schedule fires
- ActionRead competitor set + sourcesAirtable
- ActionScrape all transcriptsFirecrawl
- ActionTag themes + emphasis per companyOpenAI
- ActionAppend quarter mention countsBigQuery
- LogicFlag themes spiking vs trailing average
- OutputPost spiking themes to SlackSlack
What it does
Treats earnings themes as a time series. Each quarter it extracts themes for every tracked competitor, counts how many companies mentioned each theme and how heavily, and appends those metrics to a BigQuery table. It then compares the latest quarter against the trailing four-quarter average to flag themes that are heating up across the sector — the leading indicator of an emerging industry narrative.
When to use it
When you want quantitative, trendable signal rather than a snapshot — e.g., tracking whether "AI monetization" mentions are accelerating across your category over several quarters.
How it works
- 1A schedule fires once per earnings cycle.
- 2The flow reads the tracked competitor set and transcript sources from Airtable.
- 3Firecrawl scrapes each transcript.
- 4OpenAI tags themes and per-theme emphasis for each company.
- 5The flow aggregates cross-competitor mention counts and appends the quarter's row to BigQuery.
- 6A trend step compares against the trailing average; spiking themes are pushed to a Slack channel for review.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect FirecrawlCrawl, scrape, structured extract.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect BigQueryDatasets, queries, schemas.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, 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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