MARKET RESEARCH
Escalate a Filing Surge by a Competitor in a Watched Area
Daily, measures each competitor's patent-filing rate against its baseline and triggers a PagerDuty escalation plus a tracking issue when a statistically notable surge is detected.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionExa pull recent filings per competitorExa
- LogicCompare filing rate to trailing baseline
- ActionOpenAI draft surge situational summaryOpenAI
- ActionTrigger PagerDuty escalationPagerDuty
- OutputOpen tracking issue in LinearLinear
What it does
Watches the velocity of competitor patent filings in your tech area and treats an abnormal spike as an incident: when a competitor's recent filing rate jumps well above its trailing baseline, it pages the CI on-call and opens a tracking issue.
When to use it
When a sudden burst of filings signals a competitor is racing toward a launch or staking out a moat, and you want it handled with incident-grade urgency rather than buried in a digest.
How it works
- 1A daily schedule runs the check.
- 2Exa pulls each watched competitor's filings in the tech area for the recent window.
- 3A logic step computes each competitor's filing rate against its trailing baseline and flags statistically notable surges.
- 4For a flagged surge, OpenAI drafts a short situational summary of what the new filings suggest.
- 5A PagerDuty escalation is triggered for the competitive-intel on-call.
- 6A tracking issue with the summary is opened in Linear for follow-up.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PagerDutyIncidents, on-call, escalations.
- 4Connect LinearIssues, projects, cycles, triage.
- 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.
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