MARKET RESEARCH
Weekly Competitor Patent Roundup for Executives
Every Monday, compiles the week's tracked competitor filings into a narrative executive summary with the three most strategically significant moves.
How it runs
The automated pipeline, trigger to output.
- TriggerMonday 8am schedule
- ActionRead past week's logged filingsAirtable
- LogicFilter to 7-day window and group by competitor
- ActionWrite executive narrative summary
- OutputEmail roundup to leadership listGmail
- ActionArchive copy to NotionNotion
What it does
Produces a polished weekly read for leadership. Instead of a raw list, it synthesizes the week's competitor patent activity into a short narrative, calls out the three filings that matter most strategically, and emails the brief to your exec distribution list.
When to use it
Use it when executives want a once-a-week, signal-over-noise summary of competitor IP movement rather than daily alerts. Pairs well with the daily watch workflow that feeds the underlying log.
How it works
- 1A scheduled trigger fires every Monday at 8am.
- 2The flow reads the past week's logged filings from an Airtable table populated by the daily watch.
- 3A logic step filters to the trailing seven days and groups entries by competitor.
- 4An agent writes an executive narrative: the overall pattern, the top three strategically significant filings, and a one-line implication for each.
- 5The summary is sent as a formatted Gmail message to the leadership distribution list.
- 6A copy is archived to Notion for the record.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect GmailRead, draft, send, label.
- 3Connect NotionPages, databases, comments.
- 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.