MARKET RESEARCH
Patent Filing Tracker in Coda with Roadmap Overlap Scoring
Monitors competitor patent filings, scores each one for overlap against your product roadmap.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionFetch recent patent filings from ExaExa
- ActionSummarize and score roadmap overlapOpenAI
- LogicDrop filings below relevance threshold
- OutputAppend scored rows to Coda trackerCoda
What it does
This workflow keeps a living Coda table of competitor patent filings. For every new filing it captures the assignee, title, abstract, and filing date, then scores how closely the claimed technology overlaps your own roadmap so analysts can sort the highest-threat filings to the top.
When to use it
Use it when your competitive intelligence lives in Coda and you want patent activity to flow in continuously rather than a once-a-quarter dump. The overlap score lets a small team focus only on filings that touch their own product areas instead of reading every abstract.
How it works
- 1A weekly schedule starts the run.
- 2Exa retrieves recent patent filings across the competitor watchlist.
- 3OpenAI summarizes each filing and assigns a 0-100 overlap score against a roadmap description you provide.
- 4A filter discards filings scoring below a relevance threshold.
- 5Each qualifying filing is written as a structured row into the Coda tracker with assignee, theme, score, and link.
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 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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