Competitor research that synthesizes itself before every budget meeting
A global medical and pharmaceutical packaging manufacturer uses Airtable to aggregate public competitor earnings reports and apply AI-powered document analysis, giving executive leadership synthesized competitive insights without manual research overhead.
The problem
Preparing competitive intelligence for executive budget meetings required manual document review: analysts downloaded earnings reports, read through dense filings, and extracted key data points by hand. The process was time-consuming and inconsistent across quarters.
With competitor research spread across individual files and email threads, leadership had no single place to review market positioning. Synthesizing findings into an executive-ready briefing added additional hours of manual work before each planning cycle.
What they built
The team built an Airtable base to collect public competitor earnings reports and relevant market documents. Airtable AI field agents run automated document analysis to extract competitor attributes, financial signals, and positioning data from each report as it is added.
The synthesized findings feed directly into executive briefings, giving Communications and Leadership teams a continuously updated view of the competitive landscape without requiring manual analysis for each new document.
The outcome
Competitive intelligence that previously required manual document review is now generated automatically. The CEO and leadership team receive synthesized briefings drawn from the same consolidated base, reducing preparation time before budget meetings.
The research base serves Communications, Executive Leadership, and Marketing teams, creating a shared intelligence layer that replaces fragmented files and ensures all stakeholders are working from the same competitive picture.
Inside the solution
Competitive Intelligence and Market Research
Research & Knowledge Management
- Automated collection of competitor earnings reports
- AI-powered document analysis and attribute extraction
- Synthesis for executive briefings and budget preparation
- Manual competitor research consuming analyst time
- Time-consuming document review across dense filings
- Fragmented competitive intelligence across files and emails
- Faster competitive insight generation via AI
- Consolidated intelligence base for leadership
- Reduced preparation time before budget meetings
- Communications
- Executive Leadership
- Marketing
- Airtable AI
Competitive Intelligence & Market Research
Collect public competitor earnings reports and market filings in one base, extract competitor attributes and financial signals from each document, and roll them into executive briefings ready for the next budget meeting. Five native AI fields draft the attribute extraction, financial summaries, per-signal 'so what', and the executive synthesis itself, while automations queue extraction QA on every new document and email a weekly high-impact digest to leadership.
How this solution works in Airtable
Collect competitor earnings reports and market documents
Run AI document analysis to extract competitor attributes
Synthesize findings for executive briefings
FAQ
Frequently asked questions
The solution focuses on publicly available competitor earnings reports and market filings. Airtable AI field agents extract attributes such as financial signals, planning priorities, and positioning data from each document as it is added to the base.
Airtable AI field agents run automatically when new documents are added. They read the document content and populate structured fields with extracted competitor attributes, reducing the need for manual analysis while maintaining consistent output across all documents.
Communications, Executive Leadership, and Marketing teams all draw insights from the base. Each team can access filtered views or interface dashboards tailored to their needs, from high-level competitive summaries to detailed attribute comparisons.
Previously, competitive research required analysts to download, read, and manually extract data from competitor filings before each budget cycle. Airtable centralizes the collection and automates the extraction, so the base is continuously updated rather than built from scratch before each planning meeting.
The workflow is scoped to administrative and marketing intelligence operations using publicly available data. It does not involve patient, clinical, or regulatory submission information, keeping it within appropriate operational boundaries for regulated environments.