MARKET RESEARCH
Monthly R&D Direction Brief from Patent Filings (CEO Agent)
Once a month, an agent gathers the space's recent patent filings, reasons about where competitors are steering R&D.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule
- ActionGather trailing-month filingsExa
- ActionVerify assignees and fill gapsPerplexity
- LogicReason about R&D direction and themes
- ActionPublish narrative brief to NotionNotion
- OutputAnnounce brief in SlackSlack
What it does
At month end, an agent assembles the recent patent filings across your tech space, reads the abstracts and claims, and reasons about the direction competitors are investing in. It produces a narrative brief, not a list, naming emerging themes, who is leading each one, and what it implies for your roadmap, then publishes it as a Notion page for product leadership.
When to use it
Use it when raw filing lists aren't enough and you need synthesized strategic interpretation: what the filings collectively signal about where the field is heading. Good for a monthly leadership read-out.
How it works
- 1A monthly schedule starts the agent run.
- 2The agent issues Exa searches across the space's keywords for the trailing month's filings.
- 3It enriches gaps and verifies assignees with targeted Perplexity lookups.
- 4The agent reasons over abstracts and claims to identify clusters and inflection points in R&D direction.
- 5It drafts a structured brief: themes, leaders per theme, surprises, and roadmap implications.
- 6The brief is published as a new Notion page and announced in Slack with a summary and link.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect NotionPages, databases, comments.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.