MARKET RESEARCH
Monthly Ecosystem Pricing Landscape Report
Once a month, rolls up every tracked competitor's snapshots into a single landscape report covering pricing trends, packaging shifts, and feature-gating moves across the whole…
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule fires
- ActionRead full snapshot historyCoda
- LogicAggregate ecosystem metrics and trend deltas
- ActionWrite narrative landscape reportOpenAI
- ActionSave report docGoogle Drive
- OutputPost report with top three shiftsSlack
What it does
The weekly trackers catch individual changes; this template steps back and synthesizes the whole category once a month. It pulls every snapshot history from the tracking store, computes ecosystem-level trends (median entry price, how many players went usage-based, which features migrated up or down tiers), and writes a structured landscape report with charts described in prose.
When to use it
Use it to feed monthly strategy reviews, board updates, or pricing-committee meetings. It answers "where is the category heading" rather than "what did one competitor do" — and it does it without an analyst spending a day in spreadsheets.
How it works
- 1A monthly schedule fires the run.
- 2The full snapshot history is read from Coda.
- 3A logic step aggregates cross-competitor metrics and trend deltas versus the prior month.
- 4An OpenAI step writes the narrative landscape report with sections per theme.
- 5The report is saved to a Google Drive doc for distribution.
- 6A Slack post links the report and highlights the three biggest ecosystem shifts.
Set it up
What you configure once, before turning it on.
- 1Connect CodaDocs, packs, automations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect Google DriveDocs, sheets, slides, files.
- 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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