Research
Market intelligence ready for your next board meeting.
This workflow compiles a comprehensive market intelligence briefing — covering industry trends, competitive landscape, and market signals — formatted for board and investor presentations.
Intermediate~25 credits per run·5 steps·5 integrations
Workflow Steps
How this workflow runs
1
Trigger: Monthly schedule or manual
System TriggerRun before board meetings or on a monthly schedule.
2
Industry trend analysis
Market Research AnalystMarket Research Analyst analyzes sector trends and growth drivers.
3
Competitive landscape update
Competitive Intelligence AgentCompetitive Intelligence Agent synthesizes the past month's competitor moves.
4
Market signal compilation
Weekly Business DigestKey market signals — funding, M&A activity, regulatory changes — are compiled.
5
Report generation
Market Research AnalystAll findings are compiled into a board-ready briefing document.
Triggers
What starts this workflow
Monthly schedule
Manual trigger before board meetings
Outputs
What you get when it runs
Board-ready intelligence briefing in Notion
PDF export for presentations
Email delivery to stakeholders
Integrations
Brave SearchPerplexityNotionGmailSlack
Who uses this workflow
SaaS CompaniesFinancial ServicesProfessional Services