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AI agent for competitive intelligence analysts

Competitor Earnings and Filing Review Agent

Turn each competitor filing into a short, verified alert about what changed.

MonitoringReportingAnalysisMarketing
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Competitor Earnings and Filing Review Agent: what goes in, what the agent does and what you get

What it does

Competitor filings and earnings calls carry clues about pricing, investment areas and risks, but nobody has time to read them in full. After each filing, this agent extracts guidance, investment areas, headcount and risk changes and compares them with the prior period. It checks every number against the source document and marks anything it cannot confirm. It flags shifts that are worth action, such as a new product line, a cut in a region or a changed risk statement, and drafts a short alert with the evidence. If a number does not match the source, it goes back and corrects it. The analyst approves distribution of the alert.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Competitor files or holds earnings call 2 USES A TOOL Fetch the filing and the transcript 3 DOES Extract guidance, investment areas, headcount andrisk changes 4 USES A TOOL Fetch the prior period document 5 DOES Compare current and prior statements 6 CHECKS THE RESULT Does every extracted number match the source text? If not: recheck the passage, correct the figure orremove it. Back to step 3. 7 DOES Rank changes by importance to your strategy 8 DOES Draft the alert with quotes and page references 9 YOU APPROVE Analyst approves distribution 10 RESULT Competitor alert and comparison table
Read the steps as a list
  1. Competitor files or holds earnings call
  2. Fetch the filing and the transcript
  3. Extract guidance, investment areas, headcount and risk changes
  4. Fetch the prior period document
  5. Compare current and prior statements
  6. Does every extracted number match the source text?If not: recheck the passage, correct the figure or remove it. Back to step 3.
  7. Rank changes by importance to your strategy
  8. Draft the alert with quotes and page references
  9. Analyst approves distributionThe agent waits here for your OK.
  10. Competitor alert and comparison table

How it decides

It reports changes in guidance, spending, headcount or risk wording, and marks each by importance for your strategy.

  • Report guidance changes above 3 percent
  • Report any new risk factor or removed risk factor
  • Rank regions and products that match your own priorities first
  • Mark a figure unconfirmed if it is not in the source

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Competitors to watch
  • Change thresholds (default 3 percent)
  • Alert format
  • Distribution list

What keeps you in control

It always asks you first

  • Analyst approves distribution of every alert

Hard limits

  • Never distributes an alert on its own
  • Quotes only short, attributed passages

It stops when

  • Done: alert approved and sent by the analyst
  • Stop: the filing is not yet available in full

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensAfter a competitor's quarterly filing, the agent noted guidance for revenue growth fell from 12 to 9 percent and headcount in sales rose 14 percent. The check found that its extracted headcount figure of 3,100 was actually 2,310 in the source. It corrected the number, and the rise became 8 percent. It ranked the new risk factor on supply delays first. The analyst approved the alert.

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