MARKET RESEARCH
Quarterly Competitor R&D Digest from Patent Filings
Every quarter, pulls recent patent filings for a watchlist of competitors, clusters them by technical theme.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule fires
- ActionSearch Exa for new patent filings per competitorExa
- LogicFilter out filings seen in prior quarters
- ActionCluster filings into themes and summarize R&D directionOpenAI
- OutputEmail the digest to leadershipGmail
What it does
Once a quarter, this workflow sweeps for newly published patent filings from a list of named competitors, groups the filings into technology themes, and produces a leadership-ready brief describing each rival's R&D direction. The brief lands in your inbox without anyone manually reading patent abstracts.
When to use it
Use it when you track 3-15 competitors and want a recurring, low-effort signal on their innovation strategy — which problem spaces they are patenting, whether activity is accelerating, and where it overlaps your roadmap. Ideal for product strategy, competitive intelligence, and board-prep cycles.
How it works
- 1A quarterly schedule fires the run.
- 2For each competitor on the watchlist, an Exa search retrieves patent filings and abstracts published in the last quarter.
- 3A filter drops re-published or duplicate filings already seen in prior quarters.
- 4OpenAI clusters the remaining filings into technical themes and writes a per-competitor summary of R&D direction, flagging notable shifts.
- 5The brief is emailed to the leadership distribution list.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.