MARKET RESEARCH
Real-Time Alert When a Tracked Competitor Files a New Patent
On an inbound patent-feed webhook, checks whether the assignee matches a watched competitor and, if so, sends an immediate alert with a plain-English summary of the filing.
How it runs
The automated pipeline, trigger to output.
- TriggerPatent feed webhook (new filing)HTTP webhook
- LogicMatch assignee + tech-area classification
- ActionOpenAI summarize claims in plain EnglishOpenAI
- OutputPost instant alert to MS TeamsMicrosoft Teams
What it does
Listens for new patent publications via a webhook from your IP data feed, decides whether the assignee is one of your tracked competitors, and fires an instant alert only for matches so the channel stays signal-heavy.
When to use it
When a single competitor patent can change a roadmap decision and waiting for a weekly digest is too slow. Ideal for strategy leads who want push, not poll.
How it works
- 1An incoming webhook delivers a newly published filing (assignee, title, claims, classification codes).
- 2A logic step checks the assignee against your competitor watchlist and the classification codes against your watched tech area; non-matches are dropped.
- 3OpenAI writes a two-sentence plain-English summary of what the patent claims and why it matters.
- 4The alert, with summary and a link to the filing, is posted to Microsoft Teams.
Set it up
What you configure once, before turning it on.
- 1Connect OpenAIModels, embeddings, files.
- 2Connect Microsoft TeamsChannels, chats, files.
- 3Connect HTTP webhookTrigger any URL on agent actions.
- 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.
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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.

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