MARKET RESEARCH
Agentic positioning research brief for a new segment
A research agent takes a target segment, autonomously gathers G2, Reddit, and live web signal, decides which threads and competitors are worth deeper digging.
How it runs
The automated pipeline, trigger to output.
- TriggerChat: target segment + goals
- ActionAgent gathers G2 + Reddit signalApify
- ActionAgent pulls live market contextPerplexity
- LogicAgent decides where to dig deeper
- ActionDraft segment positioning briefOpenAI
- OutputWrite brief to Coda + return in chatCoda
What it does
Given a segment to investigate, an agent runs an open-ended research loop: it pulls reviews and community discussion, reads the market via live web search, and iteratively decides which competitors and pain points deserve deeper investigation. It ends with a positioning brief that proposes messaging angles tailored to that segment and the evidence for each.
When to use it
Use it when entering a new vertical or buyer segment where you don't yet have a positioning point of view and a fixed scrape-and-summarize pipeline would miss the nuance an analyst would chase.
How it works
- 1A chat trigger receives the target segment and goals from the operator.
- 2The agent uses Apify to gather G2 reviews and Reddit threads relevant to the segment.
- 3The agent uses Perplexity for live market, analyst, and competitor context, following leads as they emerge.
- 4The agent reasons over findings, deciding where to dig deeper and which angles hold up.
- 5It drafts a segment positioning brief with recommended messaging and supporting evidence.
- 6The brief is written to Coda and shared back in the chat for review.
Set it up
What you configure once, before turning it on.
- 1Connect ApifyActors, scrapers, datasets.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect CodaDocs, packs, automations.
- 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.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.