MARKET RESEARCH
Sector Peer Filing Sweep into an Airtable Coverage Tracker
Daily sweeps an entire sector peer group for new regulatory filings, classifies each by event type and severity.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily post-cutoff schedule fires
- ActionBrave Search across sector peer groupBrave Search
- LogicDedupe against existing Airtable rows
- ActionOpenAI classifies event type + severityOpenAI
- OutputUpsert finding row into Airtable trackerAirtable
What it does
It treats a defined sector peer group as a single unit, sweeping Brave Search across every name in the group for new regulatory filings, then classifying each hit by event type (guidance change, litigation, governance, capital action) and a severity tier. Every finding is written to an Airtable tracker as a structured row keyed by issuer and filing date.
When to use it
Use it when you cover a sector rather than a single name and want one tabular source of truth showing which peers filed what, when, and how serious it was. It turns scattered filings into a sortable, filterable coverage grid.
How it works
- 1A daily schedule fires after the typical filing cutoff.
- 2Brave Search runs once per peer in the configured sector group, returning candidate filing URLs.
- 3A logic step deduplicates against rows already in Airtable so only new filings advance.
- 4OpenAI classifies each filing by event type and assigns a severity tier with a short summary.
- 5Airtable upserts a row per filing: issuer, type, severity, summary, and source link.
Set it up
What you configure once, before turning it on.
- 1Connect Brave SearchWeb, news, image, video search.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 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 this workflow in your colony.
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