MARKET RESEARCH
Earnings Theme Shift Detector
Compares a competitor's newest earnings themes against their prior-quarter themes stored in Snowflake, and reports only the narrative shifts — newly emphasized, dropped…
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled run after a reporting date
- ActionFind and scrape the new transcriptFirecrawl
- ActionExtract current-quarter themesOpenAI
- ActionFetch prior-quarter themes from warehouseSnowflake
- LogicDiff current vs. prior; keep only real shifts
- OutputWrite narrative-shift briefNotion
What it does
It focuses on change. For each competitor that reports, it extracts the current call's themes and diffs them against that company's last-quarter themes pulled from your warehouse, surfacing what is genuinely new, what disappeared, and what got reframed — then writes the delta to a Notion brief.
When to use it
Use it when the absolute list of themes is less useful than the movement between quarters: spotting that a rival quietly stopped talking about a product line, or newly leaned into a market you also serve.
How it works
A schedule runs after each reporting date. Exa finds the new transcript and Firecrawl scrapes it. OpenAI extracts the current themes, and a query pulls the same company's prior-quarter themes from Snowflake. A logic step computes the diff — added, removed, and shifted-sentiment themes — and discards companies with no meaningful change. The narrative-shift summary is published to a Notion brief, one section per competitor, highlighting only what moved.
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 SnowflakeWarehouses, queries, shares.
- 5Connect NotionPages, databases, comments.
- 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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Cross-Competitor Theme-Shift Analyst
An agent that gathers the latest earnings transcripts across all tracked competitors, compares this quarter's themes against the prior quarter stored in Coda.
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.