MARKET RESEARCH

On-Demand Patent Threat Triage and Strategy Alert

Given a competitor name and a list of your product's key features, evaluates their recent filings for overlap and alerts the team only when a filing threatens your roadmap.

CategoryMarket Research
Enginesim
Difficultyadvanced
Triggermanual
Steps6
Setup~25 min

How it runs

The automated pipeline, trigger to output.

  • TriggerManual run with competitor and features
  • ActionSearch competitor applicationsExa
  • ActionFetch full claimsFirecrawl
  • ActionJudge overlap against roadmapOpenAI
  • LogicForward only conflicting filings
  • OutputSend threat alert to SlackSlack

What it does

Triggered on demand with a competitor name and your protected feature areas, this workflow fetches their recent patent applications, reads the claims, and judges whether each filing overlaps with your roadmap. It stays quiet on noise and fires a high-signal alert only when a filing materially threatens or blocks a planned feature, including the reasoning and the specific overlapping claim.

When to use it

Use it before a launch, a partnership, or a roadmap review when you need a focused freedom-to-operate gut-check rather than a daily firehose. Ideal for product and legal teams deciding whether to design around, file defensively, or escalate.

How it works

  1. 1A manual trigger accepts a competitor name and a list of your key features.
  2. 2Exa searches the competitor's recent published applications.
  3. 3Firecrawl pulls the full claims for each filing.
  4. 4An OpenAI step compares each filing's claims against your feature list and labels it block, overlap, or no-conflict with rationale.
  5. 5A logic gate forwards only block and overlap results.
  6. 6A Slack alert delivers each threatening filing with the conflicting claim, severity, and recommended next action.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect ExaNeural search across the web.
  2. 2
    Connect FirecrawlCrawl, scrape, structured extract.
  3. 3
    Connect OpenAIModels, embeddings, files.
  4. 4
    Connect SlackChannels, DMs, threads, mentions.
  5. 5
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  6. 6
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  7. 7
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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