MARKET RESEARCH
Onboard a New Competitor with a Patent Baseline Pull
When you add a competitor to the watch list, pulls their full historical patent portfolio, builds a baseline profile of their IP focus areas.
How it runs
The automated pipeline, trigger to output.
- TriggerNew competitor added to watch listAirtable
- ActionCollect historical patent publicationsBrave Search
- ActionScrape abstracts and classificationsFirecrawl
- ActionCluster portfolio into IP focus areas
- ActionSave baseline profile to NotionNotion
- OutputMark baseline complete on watch-list rowAirtable
What it does
Bootstraps competitive patent monitoring for a newly tracked rival. The moment a competitor is added, it gathers their existing patent portfolio, summarizes the technology clusters they invest in, and stores a baseline profile so future filings can be read in context rather than in isolation.
When to use it
Use it whenever you start tracking a new competitor and want to understand their IP posture before watching for incremental filings. Run it once per competitor at onboarding.
How it works
- 1An event trigger fires when a new row is added to the competitor watch list in Airtable.
- 2A Brave search collects the competitor's known patent publications and assignee pages.
- 3Firecrawl scrapes each result to pull abstracts and primary classifications.
- 4An agent clusters the portfolio into focus areas and writes a baseline IP profile with concentration, recency, and notable gaps.
- 5The profile is saved as a Notion page linked from the competitor's watch-list record.
- 6The watch-list row is updated with a "baseline complete" status so the daily monitor can start.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect Brave SearchWeb, news, image, video search.
- 3Connect FirecrawlCrawl, scrape, structured extract.
- 4Connect NotionPages, databases, comments.
- 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 this workflow in your colony.
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