MARKET RESEARCH
Quarterly Pricing Strategy Brief Agent
Each quarter, an agent reviews the full season of accumulated pricing diffs across all tracked competitors and authors a narrative strategy brief in Coda summarizing market-wide…
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule starts agent run
- ActionAgent reads full diff history from CodaCoda
- LogicCluster changes into market-wide themes
- ActionDraft multi-section strategy brief
- ActionWrite brief as structured Coda documentCoda
- OutputAnnounce brief and top takeaways in SlackSlack
What it does
Once a quarter an agent reads the entire history of pricing snapshots and weekly diffs you've accumulated, synthesizes patterns across all competitors, and writes a long-form strategy brief: who moved upmarket, where discounting clustered, which features became table stakes, and what your pricing team should consider in response. The brief lands as a structured Coda doc and gets announced in Slack.
When to use it
Use it at quarterly business reviews or pricing-committee prep when you need the big-picture story rather than a single page diff. It turns months of granular tracking into a defensible strategic narrative.
How it works
- 1A quarterly schedule starts the agent run.
- 2The agent reads accumulated snapshots and diff history from Coda across every tracked competitor.
- 3It clusters and reasons over the changes to identify market-wide themes and outliers.
- 4It drafts a multi-section strategy brief with trends, implications, and recommended pricing responses.
- 5The brief is written as a structured document back into Coda.
- 6A Slack announcement links the brief and highlights the top three takeaways.
Set it up
What you configure once, before turning it on.
- 1Connect CodaDocs, packs, automations.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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.