MARKET RESEARCH
Quarterly Patent Landscape Sync to a Coda Tracker
Each quarter, builds a deduplicated table of competitor patent filings in a tech area and upserts them into a Coda tracker so the landscape doc stays current automatically.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule
- ActionExa search quarter's filings in tech areaExa
- ActionOpenAI structure + resolve assignee aliasesOpenAI
- LogicDedupe against existing Coda rows
- OutputUpsert rows into Coda trackerCoda
What it does
Assembles a quarter's worth of competitor patent activity in your watched technology area and writes a clean, deduplicated record set into a Coda table that your team uses as the living patent-landscape doc.
When to use it
For analysts who maintain a structured patent tracker in Coda and want it refreshed on a quarterly cadence instead of by hand. Use it when the system of record is a doc, not a chat channel.
How it works
- 1A quarterly schedule triggers the run.
- 2Exa searches patent sources for filings in the tech area over the past quarter.
- 3OpenAI extracts and structures each filing into fields (assignee, canonical competitor, title, filing date, classification) and resolves assignee aliases.
- 4A logic step deduplicates against existing rows by filing number.
- 5New and updated rows are upserted into the Coda patent-landscape table.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect CodaDocs, packs, automations.
- 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 this workflow in your colony.
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