MARKET RESEARCH
On-Demand Patent Deep-Dive for a Single Competitor
Triggered manually with a competitor name and tech area, the CEO agent researches that competitor's recent patent activity and writes a structured deep-dive brief into Notion.
How it runs
The automated pipeline, trigger to output.
- TriggerManual run with competitor + tech area
- ActionExa gather competitor's filingsExa
- ActionFirecrawl pull full abstracts + claimsFirecrawl
- ActionOpenAI cluster themes + assess trajectoryOpenAI
- OutputWrite deep-dive brief to NotionNotion
What it does
A manually launched, agent-driven investigation: you supply one competitor and a technology area, and the CEO agent autonomously gathers their recent filings, identifies thematic clusters and white-space, and produces a narrative deep-dive brief.
When to use it
Ahead of a strategy review, board prep, or M&A conversation when you need a thorough one-off read on a specific competitor's IP posture rather than a recurring feed.
How it works
- 1An operator triggers the run manually with a competitor name and tech area.
- 2The agent uses Exa to gather the competitor's filings across patent sources.
- 3Firecrawl pulls full abstracts and claims for the most relevant filings.
- 4The agent reasons over the corpus with OpenAI to cluster themes, estimate filing trajectory, and note gaps versus your own portfolio.
- 5The structured brief is written to a new Notion page for the strategy team.
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 NotionPages, databases, comments.
- 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.