MARKET RESEARCH
Quarterly Innovation Brief from Patent Activity
Once a quarter, an agent reads the accumulated patent ledger and competitor filings, clusters them into technology themes.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule
- ActionPull last quarter of filings from ledgerAirtable
- LogicCluster filings into technology themes
- LogicSkip if quarter has too few filings
- OutputPublish innovation brief to NotionNotion
What it does
Turns a quarter of raw patent filings into a readable strategic brief: which competitors are filing, in which technology areas, and what the emerging directions look like — written as prose your executives will actually read.
When to use it
Use at the end of each quarter when leadership wants a synthesized view of competitor R&D direction rather than a spreadsheet of filings. Pairs with the weekly watch that feeds the underlying data.
How it works
- 1A quarterly schedule triggers the brief generation.
- 2An agent pulls the last quarter of filings from the Airtable patent ledger.
- 3It clusters filings into technology themes and identifies which competitors are concentrating effort where.
- 4The agent drafts a structured brief: headline trends, per-competitor activity, notable filings, and watch-list items.
- 5A logic step checks that at least a minimum number of filings exist before publishing, skipping empty quarters.
- 6The finished brief is published as a new Notion page in the leadership workspace.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect NotionPages, databases, comments.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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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