MARKET RESEARCH
Quarter-over-Quarter Earnings Theme Shift Alerts
Compares this quarter's extracted earnings themes against last quarter's for each tracked competitor and posts a Slack digest of newly emphasized, dropped, or sentiment-flipped…
How it runs
The automated pipeline, trigger to output.
- TriggerNew transcript-processed event for a company
- ActionScrape the new transcriptFirecrawl
- ActionExtract current-quarter themes + sentimentOpenAI
- ActionLoad prior-quarter themes baselineCoda
- LogicDiff for added / dropped / flipped themes
- OutputPost shift digest to SlackSlack
What it does
Turns the raw theme grid into a change-detection feed. After a competitor's new transcript is processed, it diffs the current theme set against the prior quarter and surfaces what changed: themes that newly appeared, themes management stopped mentioning, and themes whose tone flipped from positive to defensive. The result is a Slack digest your team reads in two minutes instead of re-reading transcripts.
When to use it
When you already maintain a theme grid and care less about the absolute snapshot than about the deltas — early signals that a rival is pivoting strategy, getting cautious on guidance, or leaning harder into a category.
How it works
- 1A new transcript-processed event triggers the flow for one company.
- 2Firecrawl scrapes the freshly published transcript.
- 3OpenAI extracts the current-quarter themes with sentiment.
- 4The flow loads the prior-quarter themes for the same company from Coda.
- 5A diff step classifies each theme as added, dropped, unchanged, or sentiment-flipped.
- 6If any meaningful shift is found, a Slack digest is posted to the competitive-intel channel; the new themes are written back to Coda as the next baseline.
Set it up
What you configure once, before turning it on.
- 1Connect FirecrawlCrawl, scrape, structured extract.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect CodaDocs, packs, automations.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.
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