MARKET RESEARCH
On-Demand Competitor Earnings Brief
An analyst names a competitor and quarter on request; an agent finds the transcript, extracts the themes, contrasts them with peer-set context.
How it runs
The automated pipeline, trigger to output.
- TriggerChat request names a competitor and quarter
- ActionLocate the requested transcriptExa
- ActionScrape transcript textFirecrawl
- LogicDecide whether peer context is needed and search again
- OutputPublish the written research briefNotion
What it does
It produces a full earnings research brief on demand for any one competitor. You ask for a specific company and quarter; the agent retrieves that call's transcript, extracts and interprets the themes, pulls in relevant peer-set context, and writes a narrative brief with a verdict on what changed and why it matters.
When to use it
Use it for ad-hoc deep dives — prepping for a board update, reacting to a specific rival's call, or answering a one-off "what did they actually say?" without standing up a recurring pipeline.
How it works
The agent is triggered by a chat request naming the competitor and period. It uses Exa to locate the right transcript and Firecrawl to scrape it, then reasons over the text to extract themes, tone, and standout statements. It decides whether it needs additional peer context and runs follow-up Exa searches as needed. Finally it composes a structured brief — summary, key themes, notable quotes, and an analyst takeaway — and publishes it to a Notion research page for sharing.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect FirecrawlCrawl, scrape, structured extract.
- 3Connect NotionPages, databases, comments.
- 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.