MARKET RESEARCH
Agentic earnings analyst that turns strategy shifts into Linear research tasks
A research agent reads each competitor's latest transcript, decides whether a strategy shift threatens your roadmap.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule starts the agent
- ActionRetrieve transcripts via FirecrawlFirecrawl
- ActionGather analyst context via PerplexityPerplexity
- LogicAgent classifies threat / opportunity / noise
- OutputFile prioritized issues in LinearLinear
What it does
Goes beyond extraction to judgment. The agent reads the latest earnings transcript for each tracked competitor, reasons about whether the strategic shift creates a threat or opportunity for your own roadmap, and decides which findings deserve human follow-up. For those, it opens Linear issues with a written rationale, priority, and the supporting quote so a PM can act without re-reading the call.
When to use it
Use it when you want competitive intelligence to translate directly into your team's backlog, with an agent making the relevance call rather than a fixed keyword filter.
How it works
- 1A weekly schedule starts the agent.
- 2The agent uses Firecrawl to retrieve each competitor's newest transcript and Perplexity to fill gaps in analyst context.
- 3It reasons over the themes, comparing them to your roadmap context, and classifies each as threat, opportunity, or noise.
- 4For threats and opportunities, it drafts a Linear issue with priority, rationale, and citations.
- 5Issues are created in the competitive-intel Linear project, ready for triage.
Set it up
What you configure once, before turning it on.
- 1Connect FirecrawlCrawl, scrape, structured extract.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect LinearIssues, projects, cycles, triage.
- 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.