MARKET RESEARCH
Quarterly Competitor Earnings Theme Digest
After each quarter's earnings season, pull transcripts for your tracked competitor set, extract the recurring strategic themes.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule fires after earnings season
- ActionFind each competitor's latest transcript pageExa
- ActionScrape full transcript textFirecrawl
- ActionExtract themes, sentiment, and quotes per companyOpenAI
- LogicCluster shared themes vs. company-specific ones
- OutputPublish comparative digest pageNotion
What it does
Once a quarter it collects the latest earnings-call transcripts for every company on your competitor watchlist, runs theme extraction across all of them, and publishes a single comparative digest so you can see what your rivals are emphasizing this period versus last.
When to use it
Use it if you track a fixed peer group and want a repeatable, low-effort read on shifting narratives — pricing power, AI investment, margin pressure, guidance tone — without reading every call yourself.
How it works
A quarterly schedule fires after earnings season. For each ticker in the tracked set, Exa finds the transcript page and Firecrawl scrapes the full text. An OpenAI step extracts named themes, sentiment, and notable quotes per company, then a logic step clusters themes shared across two or more competitors versus company-specific ones. The result is written as a structured comparison page in Notion, one row per competitor with the cross-cutting themes called out at the top.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect FirecrawlCrawl, scrape, structured extract.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect NotionPages, databases, comments.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.