MARKET RESEARCH
Discover Unwatched Competitors Filing in an Emerging Tech Area
Monthly, scans patent filings in an emerging technology area and surfaces assignees that are NOT yet on your competitor watchlist, recommending additions to track.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule
- ActionExa search emerging-area filingsExa
- ActionFirecrawl extract assignees from filingsFirecrawl
- ActionOpenAI cluster + filter out known watchlistOpenAI
- LogicKeep filers above momentum threshold
- OutputEmail recommended additions via GmailGmail
What it does
Inverts the usual monitoring: instead of tracking known competitors, it scans an emerging tech area for filers you are not yet watching and proposes who to add to the watchlist before they become obvious threats.
When to use it
When you suspect new entrants or adjacent players are moving into a space and you want early warning. Best for horizon-scanning in fast-moving fields.
How it works
- 1A monthly schedule starts the scan.
- 2Exa searches recent filings in the emerging tech area.
- 3Firecrawl scrapes filing pages to extract assignees and abstracts.
- 4OpenAI clusters assignees, filters out organizations already on your watchlist, and ranks the unknown filers by filing momentum and relevance.
- 5A logic step keeps only filers above a momentum threshold.
- 6A recommended-additions report is emailed to the research lead via Gmail.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect FirecrawlCrawl, scrape, structured extract.
- 3Connect OpenAIModels, embeddings, files.
- 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.
