MARKET RESEARCH
Monthly Patent Assignee Trend Tracker in Airtable
Monthly, tallies new patent grants by assignee across your technology space and logs the counts to Airtable.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule kicks off the tally
- ActionRetrieve trailing-month grantsExa
- LogicNormalize assignees and aggregate counts
- ActionUpsert monthly counts as dated rowsAirtable
- OutputPost biggest movers summary to SlackSlack
What it does
Each month it queries grants in your defined technology space, groups them by assignee, and records per-assignee filing counts into an Airtable base. Over time this builds a trend table showing which organizations are ramping up filings and which are slowing, turning one-off grants into a measurable signal.
When to use it
Use it when you care about the shape of activity over time, not individual filings. Useful for spotting emerging entrants, tracking a rival's investment trajectory, or feeding a market-sizing model with hard counts.
How it works
- 1A monthly schedule kicks off the tally.
- 2Exa retrieves all grants in your technology space for the trailing month.
- 3A logic step normalizes assignee names and aggregates counts per organization.
- 4The Airtable step upserts each assignee's monthly count as a dated row.
- 5A Slack message summarizes the biggest movers versus the prior month.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect AirtableBases, tables, views, automations.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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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