MARKET RESEARCH
Quarterly Patent Trend Load to Warehouse with Board Slide
Each quarter, normalizes competitor patent filings into BigQuery for trend analysis.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule fires
- ActionRetrieve quarter's filings from ExaExa
- ActionLoad normalized records into BigQueryBigQuery
- LogicCompute cross-competitor trends
- ActionDraft board narrative with OpenAIOpenAI
- OutputEmail summary to strategy leadGmail
What it does
This workflow builds a durable analytics layer on top of patent activity. Quarterly, it loads normalized filing records for every watched competitor into BigQuery, computes cross-competitor trends, and produces a concise board-level narrative of how the competitive R&D landscape is shifting — delivered by email to the strategy lead.
When to use it
Use it when you want both the raw history for your own SQL analysis and a polished quarterly readout for leadership. The warehouse load lets analysts slice filings by theme and time, while the generated narrative saves the strategy team from hand-writing the board summary each cycle.
How it works
- 1A quarterly schedule starts the run.
- 2Exa retrieves the quarter's patent filings across the competitor watchlist.
- 3Each filing is normalized and written into a BigQuery table for longitudinal analysis.
- 4A query computes cross-competitor theme and volume trends for the period.
- 5OpenAI drafts a board-ready narrative from the trend results.
- 6The summary is emailed to the strategy lead.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect BigQueryDatasets, queries, schemas.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect GmailRead, draft, send, label.
- 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.
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