MARKET RESEARCH
Weekly Sector Peer Read-Through Digest
Each week, gathers the earnings disclosures and filings across a defined peer group, identifies shared themes and divergences.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires after market close
- ActionExa pulls the week's transcripts and filings for peersExa
- ActionPerplexity summarizes each peer into a common frameworkPerplexity
- LogicAgent extracts themes, divergences, and read-throughs
- ActionPublish digest to Confluence sector pageConfluence
- OutputPost digest summary and link to SlackSlack
What it does
Takes a defined peer group and, on a weekly cadence, collects the week's earnings calls and filings across the cohort. It synthesizes cross-company themes — demand trends, pricing, margin commentary, capex direction — and calls out where peers agree or diverge, plus the read-through implications for names that haven't reported yet.
When to use it
Run it when you cover a sector as a system rather than isolated tickers, and you care how one company's print informs the rest. Good for thematic desks that build the weekly sector narrative from primary disclosures.
How it works
- 1A weekly schedule fires after the trading week closes.
- 2Exa pulls the week's earnings transcripts and filings for every name in the peer group.
- 3Perplexity summarizes each company's key disclosures into a common framework.
- 4An agent reasons across the cohort to extract shared themes, divergences, and read-through implications.
- 5The digest is published to a Confluence sector page.
- 6A summary with the page link is posted to the team Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect ConfluenceSpaces, pages, blueprints.
- 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 this workflow in your colony.
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