MARKET RESEARCH
Monthly Category-Shift Digest by Email
Once a month, rolls up the period's emerging-term clusters into a ranked executive digest highlighting net-new themes versus the prior month and emails it to stakeholders…
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule triggers the digest
- ActionSweep category seed queries on Brave SearchBrave Search
- ActionCluster themes, tag net-new vs persistentOpenAI
- LogicRank by momentum and assemble digest body
- OutputEmail monthly digest to stakeholdersGmail
What it does
This workflow produces the monthly executive read. It runs a broad Brave Search sweep across category seeds, clusters the surfacing terms, compares this month's themes against the prior month to surface what is genuinely net-new versus persistent, and emails a ranked, skimmable digest to your stakeholder list.
When to use it
Use it for leadership and board-adjacent reporting where a monthly cadence beats daily noise and the audience wants a clean email, not a dashboard login. Ideal for marketing leads and chiefs of staff summarizing market motion.
How it works
- 1A monthly schedule triggers the digest run.
- 2Brave Search sweeps the full set of category seed queries.
- 3An OpenAI step clusters terms into themes and tags each as net-new or persistent versus last month.
- 4A logic step ranks themes by momentum and assembles the digest body.
- 5A Gmail step sends the formatted monthly digest to the stakeholder list.
Set it up
What you configure once, before turning it on.
- 1Connect Brave SearchWeb, news, image, video search.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 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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