MARKET RESEARCH
Discover and summarize new earnings transcripts with Perplexity into Notion
When you add a competitor ticker, Perplexity finds its most recent earnings call, summarizes the strategic themes, and creates a structured Notion page in your research workspace.
How it runs
The automated pipeline, trigger to output.
- TriggerNew competitor row added in NotionNotion
- ActionFind latest earnings call via PerplexityPerplexity
- ActionSummarize themes and shifts with OpenAIOpenAI
- LogicRoute thin-coverage companies to manual review
- OutputCreate competitive-intel page in NotionNotion
What it does
Turns a bare ticker into a ready-to-read strategy brief. The moment a new company is added to your tracking source, Perplexity locates its latest earnings call and management commentary, then an LLM distills the themes management is emphasizing this quarter and how that differs from the prior one. The result is a clean Notion page in your competitive-intel database.
When to use it
Use it when you onboard new companies to a watch portfolio frequently and want each one to arrive pre-researched, rather than batch-scraping on a fixed schedule.
How it works
- 1A new row in the Notion tracking database triggers the run.
- 2Perplexity searches for the company's most recent earnings call and surrounding analyst coverage.
- 3OpenAI summarizes the strategic themes and flags shifts versus the prior quarter into a fixed brief format.
- 4A logic step routes companies with thin or no coverage to a 'needs manual review' status.
- 5A formatted Notion page is created under the competitive-intel database with themes, quotes, and source links.
Set it up
What you configure once, before turning it on.
- 1Connect PerplexitySearch-grounded answers with citations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 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
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Run this workflow in your colony.
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