MARKET RESEARCH
Monthly Narrative-Shift Executive Brief
Monthly, aggregates the term-level signals collected over the period into a category-narrative report — which framings are rising or fading — and emails a one-page exec brief.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule starts run
- ActionRead accumulated term signals from CodaCoda
- ActionCluster terms into narrative themes, score directionOpenAI
- ActionBrave and Exa confirm each theme's momentumBrave Search
- LogicKeep only corroborated themes
- ActionWrite one-page exec brief with watchlistOpenAI
- OutputEmail brief to leadership via GmailGmail
What it does
Instead of single terms, this rolls a month of terminology signals up to the narrative level: which overarching framings and category stories are gaining ground, which are fading, and what that implies for how the market is being defined. It validates the trends with fresh Brave and Exa searches and emails a concise one-page brief to leadership.
When to use it
Use it for the monthly leadership or board update when you need a defensible read on where the category conversation is heading — not a word list, but a narrative interpretation with evidence.
How it works
- 1A monthly schedule starts the run.
- 2The accumulated term signals for the period are read from the Coda tracker.
- 3OpenAI clusters terms into competing narrative themes and scores rise versus decline.
- 4Brave Search and Exa pull current evidence to confirm each theme's direction.
- 5A logic step keeps only themes with corroborated momentum.
- 6OpenAI writes the one-page executive brief with implications and a watchlist.
- 7The brief is emailed to the leadership distribution list via Gmail.
Set it up
What you configure once, before turning it on.
- 1Connect CodaDocs, packs, automations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect Brave SearchWeb, news, image, video search.
- 4Connect ExaNeural search across the web.
- 5Connect GmailRead, draft, send, label.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.