MARKET RESEARCH
On-Demand Competitor Patent Deep-Dive Agent
On a manual request for a named competitor, an agent gathers their patent filings, researches the underlying technology.
How it runs
The automated pipeline, trigger to output.
- TriggerAnalyst submits a competitor name
- ActionGather patent filings from ExaExa
- ActionResearch referenced tech via BraveBrave Search
- ActionSynthesize R&D strategy narrativeOpenAI
- OutputPublish deep-dive to NotionNotion
What it does
When an analyst names a single competitor, this agent assembles a focused deep-dive: it gathers that company's recent and historical patent filings, researches the technologies the claims reference, identifies the strategic themes, and publishes a structured report to Notion covering where the rival is concentrating invention and the likely product intent.
When to use it
Use it for ad-hoc, analyst-initiated investigations — prepping for a competitive review, evaluating an acquisition target, or responding to a leadership question about one specific rival. It is the on-demand counterpart to the recurring quarterly digest.
How it works
- 1An analyst manually triggers the run with a competitor name.
- 2The agent searches Exa for that competitor's patent filings and abstracts.
- 3It runs follow-up Brave searches to understand referenced technologies and any public product signals.
- 4OpenAI synthesizes filings and research into a structured strategy narrative with themes and confidence notes.
- 5The deep-dive is published as a formatted Notion page for the team.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect Brave SearchWeb, news, image, video search.
- 3Connect OpenAIModels, embeddings, files.
- 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 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.
