MARKET RESEARCH
New-Role Strategy Shift Analyzer
On each new competitor job posting, an agent reads the full description and classifies whether it signals a strategic shift (new market, new product line, new GTM motion).
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled poll for new postings
- ActionFetch and enrich job descriptionsExa
- LogicAgent classifies signal type and rationale
- LogicDrop routine backfills, keep strategic roles
- ActionLog labeled signals to CodaCoda
- OutputAlert strategy channel for high-signal rolesSlack
What it does
Not every job opening matters, but some quietly announce a strategy change before anyone says so out loud. This workflow inspects each newly discovered competitor role, has an agent reason about what the title and responsibilities imply, and surfaces only the postings that read as a genuine strategic move, such as a first international-expansion hire or a brand-new product-line lead.
When to use it
Use it when raw posting counts are too noisy and you want interpreted signal, not volume. Best for analysts who would rather review ten meaningful roles a week than skim hundreds.
How it works
- 1A scheduled poll discovers new postings since the last run.
- 2Exa retrieves and enriches the full job description and any linked context.
- 3An agent classifies each role into a signal type (market expansion, new product, GTM change, leadership churn, or routine backfill) with a short rationale.
- 4A logic step drops routine backfills and keeps only strategic signals.
- 5Each kept signal is written to a Coda intelligence log with its label and rationale.
- 6High-confidence strategic roles trigger a Slack alert to the strategy channel.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect CodaDocs, packs, automations.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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.

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