MARKET RESEARCH
On-demand earnings deep-dive from a transcript URL to a Coda brief
Send a transcript URL to a webhook and get back a structured Coda brief that extracts the company's strategic themes, capital priorities, and notable quotes in one pass.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook receives transcript URLHTTP webhook
- ActionScrape transcript with FirecrawlFirecrawl
- ActionExtract strategy schema with OpenAIOpenAI
- LogicValidate it is a real transcript
- OutputWrite brief row to Coda and return linkCoda
What it does
Gives analysts a one-shot button for any single earnings call. You POST a transcript URL to the webhook; the workflow scrapes it, extracts a consistent strategy schema (themes, capital allocation priorities, guidance changes, standout quotes), and writes a formatted brief row into Coda. It is the ad-hoc companion to the scheduled trackers, for when one specific call matters right now.
When to use it
Use it during a live call or right after, when you need a clean structured read of one transcript on demand without waiting for the weekly batch or adding the company to a permanent list.
How it works
- 1A webhook receives a POST with the transcript URL and company name.
- 2Firecrawl scrapes the URL into clean markdown.
- 3OpenAI extracts the fixed strategy schema: themes, capital priorities, guidance shifts, and pull-quotes.
- 4A logic step validates the page was a real transcript and returns an error to the caller if not.
- 5A structured brief row is written to the Coda research table and the row link is returned in the webhook response.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect FirecrawlCrawl, scrape, structured extract.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect CodaDocs, packs, automations.
- 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.