MARKET RESEARCH
Monthly Competitive Hiring Brief to Stakeholders
Once a month it consolidates the period's hiring signals across all tracked competitors into a written brief, saves it to Google Drive, and emails the summary to stakeholders.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule
- ActionFetch period's hiring-signal eventsAirtable
- LogicGroup and draft executive brief
- ActionSave brief to shared folderGoogle Drive
- OutputEmail summary to stakeholdersGmail
What it does
At month end it pulls the full set of hiring events logged across your competitor watchlist, has an agent write an executive brief on the period's notable shifts and patterns, saves the document to a shared Google Drive folder, and emails a summary with the link to your stakeholder list.
When to use it
Use this when leadership wants a periodic, readable synthesis rather than live alerts or raw rows. It pairs well with the real-time and velocity workflows: those capture signals continuously, and this one turns a month of them into a narrative executives will actually read.
How it works
- 1A monthly schedule triggers the run.
- 2Airtable returns all hiring-signal events recorded during the period.
- 3An agent groups events by competitor and theme and drafts an executive brief with the most consequential shifts called out first.
- 4The finished brief is written to a dated file in a shared Google Drive folder.
- 5A summary email with key takeaways and the document link is sent to stakeholders via Gmail.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect Google DriveDocs, sheets, slides, files.
- 3Connect GmailRead, draft, send, label.
- 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.
Run this workflow in your colony.
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