MARKET RESEARCH
Weekly New-Assignee Patent Filing Digest to Slack
Every Monday, searches for newly published patent filings in your tech space, clusters them by assignee, and posts a ranked digest to Slack so product sees who is filing what.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly Monday schedule
- ActionSearch new patent filings (last 7 days)Exa
- LogicDedupe and cluster by assignee
- ActionSummarize each assignee's filing themesOpenAI
- OutputPost ranked digest to SlackSlack
What it does
On a weekly schedule it sweeps the web for patent filings published in the last 7 days that match your technology keywords, groups the results by assignee (the company that owns the filing), and posts a single ranked digest to a Slack channel. Product and strategy see, at a glance, which competitors filed the most and in which sub-areas.
When to use it
Use it when you want a low-effort standing pulse on competitive R&D without anyone manually checking patent databases. Best for teams tracking 3-15 named competitors plus the broader keyword space in one focused tech domain.
How it works
- 1A Monday-morning schedule fires the run.
- 2An Exa search pulls patent filings and patent-office pages matching your keyword set from the past week.
- 3A logic step deduplicates results and clusters them by assignee, counting filings per company.
- 4An OpenAI step writes a one-line plain-English summary of each cluster's technical theme.
- 5The digest is formatted with assignee, count, and themes, ranked by volume.
- 6The final digest posts to a Slack channel for the product team.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect OpenAIModels, embeddings, files.
- 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 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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