MARKET RESEARCH
Weekly Competitor R&D Direction Brief in Notion
Once a week, gathers a named competitor's recent patent activity, infers the R&D themes behind it.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule starts the brief
- ActionSearch filings per tracked competitorExa
- ActionScrape full text of top filingsFirecrawl
- LogicCluster filings into R&D themes
- OutputWrite structured brief to Notion databaseNotion
What it does
Tracks a specific list of competitors and, weekly, pulls their recently published patents and applications. It clusters the filings into themes, infers where each competitor is investing R&D effort, and writes a structured brief page into a Notion database with sections for themes, notable filings, and a directional read.
When to use it
Use it when you need an ongoing, narrative view of where named rivals are heading, not just a raw feed of grants. Good for strategy, product, and leadership who want synthesis rather than a list.
How it works
- 1A weekly schedule starts the run.
- 2Exa searches each tracked competitor's patent filings from the past week.
- 3Firecrawl pulls the full text of the most relevant filings for deeper context.
- 4An agent step clusters filings into R&D themes and drafts a directional read per competitor.
- 5The Notion step creates a dated brief page in your competitive-intel database, one section per competitor.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect FirecrawlCrawl, scrape, structured extract.
- 3Connect NotionPages, databases, comments.
- 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.

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