MARKET RESEARCH
New-Term Positioning Brief Generator
When a new term clears a momentum threshold, generates a positioning brief explaining whether and how your messaging should adopt or counter it, delivered to Coda.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook: term crossed momentum thresholdHTTP webhook
- ActionBrave Search gathers mainstream contextBrave Search
- ActionExa finds originating and thought-leader sourcesExa
- ActionSynthesize meaning, provenance, framingOpenAI
- LogicClassify stance: adopt, co-opt, ignore, counter
- OutputAppend positioning brief to CodaCoda
What it does
Watches for a single emerging term to cross a momentum threshold, then deep-researches that term with Brave and Exa and produces a positioning brief: what the term means, who's pushing it, whether it helps or threatens your narrative, and a recommended messaging move. The brief lands in Coda for the marketing lead to action.
When to use it
Use it the moment a new piece of category jargon starts trending and leadership asks 'do we lean into this or push back?' It turns a vague signal into a decision-ready recommendation.
How it works
- 1A webhook from your terminology tracker fires with a term that passed its momentum threshold.
- 2Brave Search gathers mainstream and news context for the term.
- 3Exa runs neural search to find the originating sources and thought-leader usage.
- 4OpenAI synthesizes meaning, provenance, and the competitive framing.
- 5A logic step classifies the recommended stance: adopt, co-opt, ignore, or counter.
- 6OpenAI drafts the full positioning brief with concrete messaging suggestions.
- 7The brief is appended to a Coda doc for the marketing team.
Set it up
What you configure once, before turning it on.
- 1Connect Brave SearchWeb, news, image, video search.
- 2Connect ExaNeural search across the web.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect CodaDocs, packs, automations.
- 5Connect HTTP webhookTrigger any URL on agent actions.
- 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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