MARKET RESEARCH
On-Demand Assignee Patent Deep-Dive via Webhook
Trigger by webhook with a company name; the workflow pulls that assignee's recent patent filings, summarizes their R&D focus areas.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook with assignee nameHTTP webhook
- ActionPull assignee's recent filingsExa
- ActionAdd company research contextPerplexity
- ActionSynthesize focus areasOpenAI
- ActionSave deep-dive to NotionNotion
- OutputReturn briefing to SlackSlack
What it does
Fire a webhook with an assignee name (from a Slack shortcut, a form, or another tool) and it researches that single company's patent activity: recent filings, dominant technical areas, and how aggressively they are filing. It returns an instant briefing to Slack and saves the full deep-dive as a Notion page for the record.
When to use it
Use it ad hoc when someone in product asks "what is company X working on?" mid-meeting or when a new competitor surfaces and you want a fast, structured read on their patent posture without standing up a recurring watch.
How it works
- 1A webhook receives a payload containing the target assignee name.
- 2An Exa search retrieves that assignee's recent patent filings and patent-office records.
- 3A Perplexity query adds context on the company's stated product and research focus.
- 4An OpenAI step synthesizes filings into focus-area clusters and a filing-intensity read.
- 5The deep-dive is saved as a Notion page.
- 6A concise briefing with the Notion link is posted back to Slack.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect ExaNeural search across the web.
- 3Connect PerplexitySearch-grounded answers with citations.
- 4Connect OpenAIModels, embeddings, files.
- 5Connect NotionPages, databases, comments.
- 6Connect SlackChannels, DMs, threads, mentions.
- 7Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 8Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 9Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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