MARKET RESEARCH
New Earnings-Call Theme Digest to Slack
When a tracked competitor posts a new earnings-call transcript, summarizes the top three strategic themes and any guidance changes.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook: new transcript detected for tracked competitorHTTP webhook
- ActionFetch full transcript textFirecrawl
- ActionExtract top themes, sentiment, guidance changeOpenAI
- LogicRoute guidance-change calls to high-priority format
- OutputPost digest to competitive-intel Slack channelSlack
What it does
Watches for newly published earnings-call transcripts from your tracked competitors and turns each one into a tight Slack digest: the three dominant themes, a one-line sentiment read, and any explicit guidance change. Your team gets the gist the same day the call drops, without waiting for the next quarterly roundup.
When to use it
Use it when you need fast, push-style awareness the moment a rival reports — for analysts and product-marketing teams who would otherwise scramble to read the call before a standup. Pairs well with the quarterly trend-board workflow for the durable record.
How it works
- 1A webhook fires when your transcript watcher detects a new call for a tracked competitor.
- 2Firecrawl pulls the full transcript text from the supplied URL.
- 3OpenAI extracts the top three themes, overall sentiment, and any guidance revision into a compact summary.
- 4A logic step routes calls with a guidance change to a high-priority alert format and routine calls to a standard digest.
- 5The flow posts the formatted digest to the competitive-intel Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect FirecrawlCrawl, scrape, structured extract.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect HTTP webhookTrigger any URL on agent actions.
- 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.