MARKET RESEARCH
Backfill a New Competitor's Theme History
When you add a competitor to your tracked watchlist, scrapes their last four earnings-call transcripts, extracts themes from each.
How it runs
The automated pipeline, trigger to output.
- TriggerCompetitor added to watchlistCoda
- LogicResolve last four transcript URLs
- ActionScrape the four historical transcriptsFirecrawl
- ActionExtract themes per quarterOpenAI
- OutputBatch-write history rows to Coda boardCoda
What it does
Gives a freshly added competitor instant history on your trend board. The moment a new name is added to the watchlist, it retrieves their last four earnings-call transcripts, runs each through theme extraction, and writes one row per quarter into Coda — so the new competitor isn't a blank column until their next call.
When to use it
Use it whenever your tracked set changes: a new public rival emerges, a competitor IPOs, or you expand coverage into an adjacent segment. Saves an analyst from manually digging up and tagging a year of past calls.
How it works
- 1An event trigger fires when a competitor is added to the watchlist table.
- 2A logic step resolves the company's last four transcript URLs from its investor-relations page.
- 3Firecrawl scrapes each of the four transcripts.
- 4OpenAI extracts themes, sentiment, and quotes per quarter using the same taxonomy as the live tracker.
- 5The flow batch-writes the four quarters of theme rows into the Coda trend board, tagged by fiscal period.
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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