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.

CategoryMarket Research
Enginesim
Difficultyadvanced
Triggerschedule
Steps6
Setup~25 min

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 GmailGmailGmail

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

  1. 1A monthly schedule starts the scan.
  2. 2Exa searches recent filings in the emerging tech area.
  3. 3Firecrawl scrapes filing pages to extract assignees and abstracts.
  4. 4OpenAI clusters assignees, filters out organizations already on your watchlist, and ranks the unknown filers by filing momentum and relevance.
  5. 5A logic step keeps only filers above a momentum threshold.
  6. 6A recommended-additions report is emailed to the research lead via Gmail.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect ExaNeural search across the web.
  2. 2
    Connect FirecrawlCrawl, scrape, structured extract.
  3. 3
    Connect OpenAIModels, embeddings, files.
  4. 4
    Connect GmailRead, draft, send, label.
  5. 5
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  6. 6
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  7. 7
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

Run this workflow in your colony.

14-day trial. No DevOps. No Sales call. Provisioned in under a minute.