MARKET RESEARCH
Quarterly positioning shift memo from G2 + Reddit voice-of-customer
Scrapes a quarter of G2 reviews and Reddit threads about you and your competitors, clusters the recurring themes.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule (first business day)
- ActionScrape 90 days of G2 reviews (you + competitors)Apify
- ActionPull category subreddit threads + commentsApify
- ActionCluster snippets into VoC themes with quotesOpenAI
- ActionAdd outside-in market framingPerplexity
- ActionDraft positioning shift memoOpenAI
- OutputPublish memo to Coda + ping SlackCoda
What it does
Once a quarter it pulls voice-of-customer signal from G2 reviews and the subreddits where your category gets discussed, mines it for what buyers praise, complain about, and compare you against, then writes a board-ready positioning memo. The memo names the 2-3 message shifts worth making next quarter and the evidence behind each.
When to use it
Run it before quarterly planning or a messaging refresh, when you want positioning decisions grounded in what customers actually say rather than internal opinion.
How it works
- 1A scheduled trigger fires on the first business day of the quarter.
- 2Apify scrapes the last 90 days of G2 reviews for your product and named competitors.
- 3Apify pulls matching Reddit threads and top comments mentioning the category.
- 4OpenAI clusters every snippet into themes (praise, friction, competitive comparisons) with representative quotes.
- 5Perplexity adds outside-in context on how analysts and the market currently frame the category.
- 6OpenAI drafts the positioning shift memo: what's resonating, what's eroding, and recommended message changes with citations.
- 7The memo is written to a Coda doc and the team is pinged in Slack.
Set it up
What you configure once, before turning it on.
- 1Connect ApifyActors, scrapers, datasets.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PerplexitySearch-grounded answers with citations.
- 4Connect CodaDocs, packs, automations.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.