MARKET RESEARCH
Earnings Call Transcript Brief for Your Watchlist
Each morning, pulls newly published earnings call transcripts for the companies on your watchlist, summarizes guidance changes and analyst Q&A signals.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily pre-market schedule fires
- ActionExa finds new transcripts for watchlist tickersExa
- LogicFilter out transcripts already logged
- ActionPerplexity extracts guidance, beats/misses, key Q&APerplexity
- ActionAppend dated brief row to Coda watchlist tableCoda
- OutputPost links to new briefs in SlackSlack
What it does
Monitors a watchlist of public companies and, when a new earnings call transcript appears, produces a structured brief: revenue and EPS versus expectations, forward guidance changes, capital-return updates, and the three sharpest analyst questions with management's answers. The brief lands in a Coda table so the whole desk reads the same digest.
When to use it
Run it during earnings season when you cover a basket of names and can't sit through every call. It turns a 60-minute transcript into a 90-second read and keeps a searchable archive of what management actually said.
How it works
- 1A daily schedule fires before market open.
- 2Exa searches for newly indexed earnings call transcripts matching your watchlist tickers and a recent date window.
- 3A filter drops anything already logged so you never get a duplicate brief.
- 4Perplexity reads each transcript and extracts the guidance, beats/misses, and key Q&A exchanges into a fixed schema.
- 5The brief is appended as a dated row in a Coda watchlist table.
- 6A Slack message links the new entries so coverage analysts see them immediately.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect CodaDocs, packs, automations.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.