MARKET RESEARCH
Multi-Agency Portfolio Change-Set Monitor
Watches a portfolio of rule pages across multiple agencies, detects which ones changed since last run, diffs only the movers.
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule: scan portfolio on cadence
- ActionScrape every watched rule URLFirecrawl
- LogicDiff each vs. baseline; keep only movers
- LogicRoute changed rule to owning team channel
- ActionClassify materiality and draft change noteOpenAI
- ActionUpdate baselinesPostgres
- OutputDeliver note to matched channelSlack
What it does
Monitors a whole portfolio of regulatory pages at once. Each run it fetches every watched URL, compares each against its stored baseline, and isolates only the pages that actually moved. For those, it diffs the text, decides materiality, and routes the alert to the owning team's Slack channel based on the rule's subject area — so banking changes hit the banking channel and privacy changes hit the privacy channel.
When to use it
Use it when you track dozens of rules spanning several agencies and several internal teams, and a single firehose channel would be ignored. Best for larger compliance functions that need targeted, owner-specific routing.
How it works
- 1A scheduled trigger fires on your cadence.
- 2Firecrawl scrapes each URL in the watched portfolio.
- 3The pipeline diffs every page against its Postgres baseline and keeps only changed pages.
- 4A routing logic step maps each changed rule to its subject area and owning channel.
- 5OpenAI classifies materiality and drafts a per-rule change note.
- 6Baselines are updated in Postgres.
- 7Slack delivers each note to the matched team channel.
Set it up
What you configure once, before turning it on.
- 1Connect FirecrawlCrawl, scrape, structured extract.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect OpenAIModels, embeddings, 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.
More Market Research workflows
Weekly Materiality-Ranked Filing Digest by Email
Each Friday, aggregates the week's regulatory filings across the coverage universe, ranks them by materiality.
Earnings Keyword-Spike Alert into Linear
Scans new earnings-call transcripts for a set of strategic keywords you care about, and when a competitor's mention frequency spikes above its historical baseline.
Allocate Sales Territory TAM from BigQuery Geo Data to HubSpot
When triggered by a webhook, queries BigQuery public ZIP-level business data to compute TAM per sales territory.
Discover Adjacent Segments from BigQuery and Rank Expansion Bets
On a schedule, scans BigQuery public industry data for fast-growing NAICS sectors adjacent to your core segments, scores them as expansion bets.
Blend BigQuery TAM with Live Competitor Signals into a Notion Brief
On demand, sizes a chosen segment from BigQuery public data, gathers current competitor signals via Brave Search, and synthesizes a one-page market brief into Notion.
Cross-Competitor Theme-Shift Analyst
An agent that gathers the latest earnings transcripts across all tracked competitors, compares this quarter's themes against the prior quarter stored in Coda.
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.
