MARKET RESEARCH
Filing radar: weekly competitive filing digest to Notion and email
Every Friday, rolls up the week's research cards into a ranked competitive digest, publishes it as a Notion page, and emails the summary to stakeholders.
How it runs
The automated pipeline, trigger to output.
- TriggerFriday schedule fires
- ActionRead past week's research cardsAirtable
- LogicGroup by company, rank by signal
- ActionWrite executive + per-company digestOpenAI
- ActionPublish digest as Notion pageNotion
- OutputEmail highlights to stakeholdersGmail
What it does
Turns a week of individual research cards into one readable narrative. It pulls every filing card logged in the last seven days, groups them by company, ranks by strategic signal, and synthesizes a digest that says what happened and what it means — then publishes to Notion and emails the highlights.
When to use it
When leadership wants a single weekly read on competitor patent and filing activity instead of a stream of individual notifications, and you need a durable archived page plus an inbox-friendly summary.
How it works
- 1A Friday schedule fires.
- 2The workflow reads the past week's research cards from Airtable.
- 3A logic step groups cards by company and sorts each group by signal score.
- 4OpenAI writes the digest: an executive summary plus per-company sections with the top filings.
- 5The digest is published as a new Notion page, and a condensed version is emailed to the stakeholder list via Gmail.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 4Connect GmailRead, draft, send, label.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.