MARKET RESEARCH
Earnings-Call Theme Tracker into a Coda Trend Board
On each quarterly earnings cycle, scrapes tracked competitors' earnings-call transcripts, extracts recurring strategic themes with an LLM.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly earnings-season schedule fires
- ActionScrape each tracked competitor's transcriptFirecrawl
- ActionClassify transcript into theme taxonomyOpenAI
- LogicSkip competitors with unchanged transcript URL
- OutputAppend theme rows to Coda trend boardCoda
What it does
Keeps a living trend board of the strategic themes your tracked competitors raise on their earnings calls. Every quarter it pulls fresh transcripts, distills the language into a fixed taxonomy of themes (AI investment, margin defense, pricing power, headcount, etc.), and lands the results as rows in a Coda table you can sort, filter, and chart.
When to use it
Use it when you track a defined set of public competitors and want a repeatable, quarter-over-quarter read on their stated priorities without re-reading 40-page transcripts by hand. Ideal for competitive-intelligence and corporate-strategy teams that brief leadership each earnings season.
How it works
- 1A quarterly schedule fires at the start of earnings season.
- 2Firecrawl scrapes the latest transcript page for each competitor in your tracked list.
- 3An OpenAI step classifies each transcript against your theme taxonomy and returns theme, sentiment, and a supporting quote per competitor.
- 4A logic step skips competitors whose transcript URL is unchanged since last run to avoid duplicate rows.
- 5The flow appends one row per competitor-theme to the Coda trend board, tagged with the fiscal quarter.
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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