MARKET RESEARCH
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.
How it runs
The automated pipeline, trigger to output.
- TriggerPost-earnings quarterly schedule fires
- ActionCollect latest transcript per competitorFirecrawl
- ActionPull prior-quarter theme baseline from CodaCoda
- ActionCompare and reason over theme shiftsOpenAI
- LogicFlag themes crossing movement threshold
- OutputWrite narrative brief to Coda and ping SlackCoda
What it does
Goes beyond per-company summaries to find the sector-level story: it reads every tracked competitor's newest transcript, reconciles them against last quarter's theme records in Coda, and reasons about the deltas. The output is a narrative analyst brief naming the themes gaining momentum, those being dropped, and any genuinely new talking points the field introduced this quarter.
When to use it
Use it when leadership wants the "so what" across the competitive set, not a stack of individual summaries — strategy and corporate-development teams preparing a board or earnings-season readout.
How it works
- 1A scheduled trigger kicks off after the quarter's calls have reported.
- 2Firecrawl collects the latest transcript for each tracked competitor.
- 3The agent pulls prior-quarter theme rows from Coda as a baseline.
- 4OpenAI reasoning compares current themes to the baseline and identifies rising, fading, and emerging themes with evidence.
- 5A logic step flags themes that crossed a movement threshold for emphasis.
- 6The agent writes the synthesized cross-competitor brief back to a Coda doc and notifies Slack.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.