MARKET RESEARCH
New Competitor Discovery and Pricing Enrollment
Weekly searches the web for newly surfaced competitors in your category, locates each one's pricing page, captures a baseline snapshot to Coda.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly discovery schedule triggers
- ActionExa searches category for new competitorsExa
- LogicFilter out known competitors and noise
- ActionFirecrawl scrapes each candidate pricing pageFirecrawl
- ActionWrite baselines to Coda as pending entriesCoda
- OutputSlack prompt to approve enrollmentSlack
What it does
It proactively finds competitors you aren't yet tracking. On a weekly run it searches for new or rising players in your category, resolves each candidate's pricing page URL, scrapes a baseline snapshot, and stores it as a pending entry in Coda. The team gets a Slack prompt to approve adding each new competitor to the recurring diff pipeline.
When to use it
Use it in fast-moving categories where new entrants and rebrands appear constantly and your watchlist goes stale. It keeps the tracked set complete without manual discovery work.
How it works
- 1A weekly schedule triggers discovery.
- 2Exa searches the category for competitor names and product pages not already on the watchlist.
- 3A logic step filters out known competitors and noise, keeping genuine new candidates.
- 4Firecrawl locates and scrapes each candidate's pricing page for a baseline snapshot.
- 5The baselines are written to Coda as pending, untracked entries.
- 6A Slack message lists the candidates with approve/skip prompts to enroll them into ongoing tracking.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect FirecrawlCrawl, scrape, structured extract.
- 3Connect CodaDocs, packs, automations.
- 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.

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