AI AGENT

Industry Research Agent for Small Business

The trade pubs you used to read are still publishing. Your competitors are still making moves. The regulatory updates still drop. You're just not reading any of it anymore because the work piles up. This agent does the reading for you, picks out the five or six things actually worth knowing this week, and tells you what to do with each.

Live in as few as 3 business days

Who this is for

Owners who used to stay on top of their industry (trade publications, competitor moves, regulatory changes, pricing shifts) and stopped having time for it. Strong fit for professional services, financial advisors, insurance agents, real estate, marketing firms, specialty retail, and anyone where staying current actually changes how you operate.

What changes

A short weekly or monthly digest that names the few things in your industry actually worth paying attention to, and tells you what to do with each one. You stop being the last person in the room who heard about it.

What you get

Use cases
  • Track industry news, regulatory changes, and trend pieces across the trade publications and sources you care about
  • Monitor a defined list of competitors across their websites, blogs, and social channels for pricing changes, new offerings, hiring patterns, and announcements
  • Watch for shifts in adjacent industries that affect yours: a major supplier change, a new platform launch, a buyer behavior shift
  • Surface specific local market signals when your business is geographically focused
  • Deliver everything as a short weekly or monthly digest with a 'what to do with this' note for each item
Deliverables
  • Scheduled AI agent task that runs the research and writes the digest, built in Claude Cowork or Codex (whichever fits your environment)
  • AI prompt logic configured for your industry, your competitors, and what counts as worth-doing-something-about for your business
  • Source list configured: competitor websites and blogs, competitor social channels (LinkedIn, X, Instagram, YouTube), trade publications and newsletters, industry podcasts, subreddits and forums, regulatory feeds, and local news where geography matters
  • Digest format and delivery channel (email, Slack, Notion, or Google Doc, whichever you'll actually read)
  • Schedule logic: weekly, biweekly, or monthly delivery
  • Documentation and a recorded walkthrough of the live system

How it works

1

Kickoff call: we map your industry, identify the sources you trust, list the competitors and signals you actually care about, and define what counts as 'worth doing something about' for your business

2

Build: scheduled research task, source list, AI summary logic, and delivery format configured in your accounts

3

Test: a pilot digest gets built from the last two weeks of real data, we review and adjust priorities and tone together

4

Launch: go-live with monitoring, typically deployed in 3 business days

Tools & integrations

We configure around your current stack. Common tools for this agent include:

Claude Cowork or Codex (the scheduled agent platform that runs the research)Claude or GPT models (summary and reasoning, swapped in as models improve)Source feeds: competitor websites and social channels, trade publications, podcasts, Google News, RSS, regulatory feedsOptional change-monitoring tools (Visualping, Distill) for high-value competitor pagesDelivery (Gmail, Outlook, Slack, Notion, Google Docs)

Frequently asked questions

Will I just get another inbox newsletter I don't read?

That's the failure mode we design against. The digest is short by default (five or six items, not twenty) and each item has a 'what to do with this' note attached. If you find you're not reading it, we tighten the filter or change the cadence during a Monthly Optimization call.

How do you decide which competitors to track?

You name them during the kickoff call. The agent watches their websites, blogs, hiring pages, and public social. We can add or remove competitors anytime, and if a new player shows up in your industry, the system can flag them for you.

What if my industry doesn't have great trade publications?

Most niches have something: a subreddit, a Substack, a few LinkedIn voices, a regulator, an association blog. Part of the kickoff call is identifying which signals actually carry information in your space. If none exist, we tell you and don't build the agent.

Can the digest go to my team, not just me?

Yes. Distribution is up to you: email to a list, a Slack channel, a Notion page the team checks, or all three. We set it up however you'll actually read it.

Do I own the automation after delivery?

Yes. Everything is built in your accounts. You own the workflows, prompts, source lists, and integrations outright.

What does Monthly Optimization include?

I monitor your sources for breakage (a publication paywall change, a competitor site redesign, etc.) and fix them before the next digest. I tune the filtering logic based on what you actually find useful, upgrade to better LLM models as they release, and add or remove sources as your priorities shift. Monthly call to review the last few digests and tighten what's surfaced.

Want this agent for your business?

Tell me about your setup and I'll let you know how quickly we can get it live.