MARKET RESEARCH
Daily Competitor Patent Filing Digest to Slack
Every morning, searches for a competitor's newly published patent applications, summarizes the independent claims in plain language, and posts a ranked digest to Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday 7am schedule
- ActionSearch new filings for competitorExa
- LogicFilter out seen or non-matching filings
- ActionScrape full claims textFirecrawl
- ActionSummarize claims and score relevanceOpenAI
- OutputPost ranked digest to SlackSlack
What it does
Each morning this workflow pulls the prior day's published patent applications naming a tracked competitor as applicant or assignee, reads each filing, and produces a one-paragraph plain-language summary of what the invention actually claims. It posts a single Slack digest ranked by likely product relevance so your strategy team starts the day knowing what the competition just filed.
When to use it
Use it when you track one or two named competitors and want a low-effort daily heartbeat instead of manually checking patent databases. Good for product and IP leads who need awareness, not a deep legal read.
How it works
- 1A scheduled trigger fires every weekday at 7am.
- 2Exa searches public patent sources for filings published in the last 24 hours mentioning the competitor's name.
- 3A filter drops results that are reissues, continuations of already-seen filings, or non-matching assignees.
- 4Firecrawl scrapes each remaining filing's full claims section.
- 5An OpenAI step summarizes the independent claims and scores product-strategy relevance 1-5.
- 6A Slack message posts the ranked digest with title, summary, and link per filing.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect FirecrawlCrawl, scrape, structured extract.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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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