MARKET RESEARCH
Scrape competitor earnings calls into a Coda strategy watch-list
On a schedule, scrapes each tracked competitor's latest earnings-call transcript, extracts the strategic theme shifts, and appends them as dated rows to a Coda watch-list table.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionRead tracked competitors from CodaCoda
- ActionScrape latest transcript with FirecrawlFirecrawl
- ActionExtract strategy-shift schema with OpenAIOpenAI
- LogicSkip companies with no new transcript
- OutputAppend rows to Coda watch-list tableCoda
What it does
Keeps a living watch-list of how your named competitors are repositioning. Each run pulls the newest earnings-call transcript for every company on your list, has an LLM isolate the strategy shifts (new bets, retreats, pricing moves, market reframing), and writes one structured row per company into a Coda table you can filter and review.
When to use it
Run it after earnings season opens, or weekly during it, when you track 5-20 public competitors and want their strategic posture in one comparable table instead of reading transcripts by hand.
How it works
- 1A weekly schedule fires the run.
- 2For each competitor in a Coda lookup table, Firecrawl scrapes the latest transcript page into clean markdown.
- 3OpenAI extracts a fixed schema: theme, direction (expanding/exiting/doubling-down), the verbatim quote, and a confidence note.
- 4A logic step drops companies with no fresh transcript since the last run so rows never duplicate.
- 5New extractions are appended to the Coda watch-list table, each tagged with company, quarter, and capture date.
Set it up
What you configure once, before turning it on.
- 1Connect FirecrawlCrawl, scrape, structured extract.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect CodaDocs, packs, automations.
- 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 this workflow in your colony.
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