MARKET RESEARCH
Weekly Trend-Board Snapshot to Stakeholders
Each week, reads the current state of the Coda earnings theme trend board, has an LLM summarize the top movements and any newly added competitor data.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly snapshot schedule fires
- ActionRead current trend board and recent changesCoda
- ActionSummarize themes and top moversOpenAI
- LogicSuppress send if no material change
- OutputEmail digest and post Teams highlightsGmail
What it does
Closes the loop between the trend board and the people who don't open it. Once a week it reads the live Coda theme board, summarizes what changed — strongest themes, biggest week-over-week movers, freshly ingested calls — and delivers a polished digest by email and Microsoft Teams so stakeholders stay current without logging in.
When to use it
Use it when your trend board is populated by the other tracker workflows but executives and adjacent teams want a passive, regular readout. Ideal as the reporting layer on top of a continuously updated board.
How it works
- 1A weekly schedule triggers the snapshot.
- 2The flow reads current theme rows and recent changes from the Coda trend board.
- 3OpenAI summarizes the dominant themes, top movers, and newly added competitor data into an executive-ready digest.
- 4A logic step suppresses the send if no material change occurred that week, to avoid empty emails.
- 5The flow emails the digest to the stakeholder list and posts a condensed highlights card to the Teams channel.
Set it up
What you configure once, before turning it on.
- 1Connect CodaDocs, packs, automations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 4Connect Microsoft TeamsChannels, chats, files.
- 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 this workflow in your colony.
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