MARKET RESEARCH
Patent radar: on-demand agent deep-dive on a single filing into a full research card
On request, an agent investigates one specific patent or filing — pulling the full document, prior filings, and related news.
How it runs
The automated pipeline, trigger to output.
- TriggerChat request names a filing to investigate
- ActionPull full filing and company filing historyFirecrawl
- ActionGather related news and competing filingsExa
- LogicReason over evidence for risks and recommendations
- OutputWrite deep-dive research card to CodaCoda
What it does
Goes deep on one filing instead of scanning many. When you flag a specific patent or filing, an agent retrieves the full document, traces the company's related prior filings, gathers relevant market news, and reasons about the competitive implications — producing a thorough research card with explicit recommendations rather than a one-line score.
When to use it
When a surface scan flagged something important and you need a real analyst-grade workup: the full claims, how it fits the company's IP trajectory, who else is in the space, and what your team should do about it.
How it works
- 1A chat request names the filing or patent to investigate.
- 2The agent uses Firecrawl to pull the full filing document and the company's recent filing history.
- 3It uses Exa to gather related news, products, and competing filings for context.
- 4The agent reasons over everything to draft findings, risks, and recommended actions.
- 5The completed deep-dive research card is written to a Coda doc and returned in chat.
Set it up
What you configure once, before turning it on.
- 1Connect FirecrawlCrawl, scrape, structured extract.
- 2Connect ExaNeural search across the web.
- 3Connect CodaDocs, packs, automations.
- 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.
More Market Research workflows
Enrich Inbound Accounts with BigQuery Firmographics and Score Fit
When a new account row lands in Airtable, joins it against BigQuery public business datasets to attach firmographic attributes.
Blend BigQuery TAM with Live Competitor Signals into a Notion Brief
On demand, sizes a chosen segment from BigQuery public data, gathers current competitor signals via Brave Search, and synthesizes a one-page market brief into Notion.
Allocate Sales Territory TAM from BigQuery Geo Data to HubSpot
When triggered by a webhook, queries BigQuery public ZIP-level business data to compute TAM per sales territory.
Hiring Surge Detector with Slack Alert
Detects when a target account's open-role count jumps above its recent baseline and posts a ranked Slack alert to the GTM channel so reps can act on a company that is clearly…
Tech-Stack Shift Inference from Job Descriptions
Reads new job descriptions for target accounts, uses an LLM to extract named technologies and infer stack changes.
Weekly Hiring-Intel Briefing for GTM
An agent reviews the week's accumulated hiring signals across all target accounts, writes a narrative briefing that infers each account's likely initiatives.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.