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.

CategoryMarket Research
Enginesim
Difficultyadvanced
Triggerschedule
Steps6
Setup~25 min

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 escalationPagerDutyPagerDuty
  • OutputOpen tracking issue in LinearLinearLinear

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

  1. 1A daily schedule runs the check.
  2. 2Exa pulls each watched competitor's filings in the tech area for the recent window.
  3. 3A logic step computes each competitor's filing rate against its trailing baseline and flags statistically notable surges.
  4. 4For a flagged surge, OpenAI drafts a short situational summary of what the new filings suggest.
  5. 5A PagerDuty escalation is triggered for the competitive-intel on-call.
  6. 6A tracking issue with the summary is opened in Linear for follow-up.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect ExaNeural search across the web.
  2. 2
    Connect OpenAIModels, embeddings, files.
  3. 3
    Connect PagerDutyIncidents, on-call, escalations.
  4. 4
    Connect LinearIssues, projects, cycles, triage.
  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.

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