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The workflow guideResearch

Receive a daily market and competitor briefing

This workflow brings industry articles from RSS feeds into a regular briefing. It can be adapted for consulting, marketing agencies, or product teams.

6 implementation stepsIntermediate

How this works

This workflow brings industry articles from RSS feeds into a regular briefing. It can be adapted for consulting, marketing agencies, or product teams. A daily briefing should distinguish fresh developments from repeated coverage and give readers a reason to care. It should not become a list of generated summaries whose dates, source quality, and relevance are impossible to inspect.

Collect from an approved feed set, cluster articles around underlying events, and draft a short editorial selection. The model proposes relevance and wording; deterministic timestamps and stable IDs control the collection window and deduplication. Sending is a separate authorized action.

Before you start

Audience remit

Specify industry, geography, competitor set, and the decisions the briefing supports.

Source list

Choose available feeds and a fallback for inaccessible items.

Delivery policy

Define the cutoff, maximum length, recipients, and review owner.

Prepare the inputs

feed_items
Required

Article metadata and text

Retain publication and retrieval dates.

cutoff
Required

Date and timezone

Use the same boundary each day.

relevance_rules
Required

Topics and exclusions

Distinguish must-cover events from optional reading.

previous_digest
Required

Recent event IDs

Avoid repeating unchanged stories.

delivery_config
Required

Approved channel

Do not infer permission to email from a recipient list alone.

Implementation, step by step

  1. Collect the daily window

    • Retrieve available feed entries since the previous verified cutoff.
    • Record failed feeds and late-arriving items so a quiet source is not mistaken for no activity.

    Checkpoint: A dated collection manifest.

  2. Cluster duplicate coverage

    • Group articles describing the same event and identify the original or most authoritative source.
    • Keep materially different reporting and corrections attached to the cluster.

    Checkpoint: An event-level candidate set.

  3. Screen relevance

    • Compare each event with the audience remit and explain why it matters.
    • Reject generic mentions that do not change a decision or understanding.

    Checkpoint: A short ranked editorial queue.

  4. Draft concise items

    • State what happened, when, and what remains uncertain.
    • Separate reported facts from possible implications and keep an inspectable source reference.

    Checkpoint: A briefing draft with evidence.

  5. Review freshness and balance

    • Check headlines, dates, numerical claims, and whether one topic crowds out the remit.
    • Flag unavailable primary material and reduce certainty rather than fill gaps.

    Checkpoint: A reviewed daily edition.

  6. Deliver and record status

    • Send only through the authorized channel or provide a ready-to-send file.
    • Record the edition ID and confirmed receipt to prevent accidental duplicate distribution.

    Checkpoint: A delivery record or clearly labeled unsent draft.

Decisions along the way

No relevant developments are found

Produce a short no-material-update note rather than filler.

A story is an update to yesterday's event

Highlight only the new fact and link the event history.

Important sources disagree

Describe the disagreement and defer a confident conclusion.

What you will produce

daily-brief.md

Markdown

A compact briefing for human review.

Include: edition_date · items · why_it_matters · uncertainties · source_refs

briefing-manifest.csv

CSV

Prevents duplicates and records coverage limits.

Include: event_id · article_ids · status · edition_id · delivery_receipt

Check the result

  • Verify each item falls within the stated freshness policy.
  • Check syndication does not masquerade as multiple confirmations.
  • Open the source for every consequential claim.
  • Confirm sent status requires an actual receipt.

When something goes wrong

One feed fails

Continue with available sources and disclose the coverage gap.

The model adds an unsupported business implication

Rewrite it as a conditional question or remove it.

Delivery times out

Inspect existing receipt or message history before retrying.

A worked example

SYNTHETIC EXAMPLE · NOT A REPORTED BUSINESS RESULT

Request

Prepare today's retail-technology briefing.

Inputs

Synthetic example. Synthetic A1 and A2 repeat the same product launch; A3 corrects yesterday's release date.

Expected result

Synthetic expected result. The edition contains one launch item and one correction. It does not count three independent developments or resend yesterday's unchanged summary.

Run a small pilot

Start small

One daily edition across several consecutive business days.

Record the baseline

Record reading time, duplicate items, and editor corrections in the current process.

Agree success criteria

Agree relevance and factual-accuracy acceptance criteria before unattended collection.

Stop or revise

Pause sending when key facts or recipient authorization are unresolved.

Keep the scope clear

  • The workflow may collect and draft without gaining authority to send externally.
  • Public market evidence does not reveal competitors' private operating metrics.

Check before using

Check source coverage and important stories. The briefing depends on the feeds you select.

Business activities

  • Research customers and markets

Editorially adapted workflow; not independently tested.

FROM A RECIPE TO YOUR WORKFLOW

Bring the company context together.

This workflow needs reliable inputs before it needs a better prompt. Moat8 Vault brings working information into a readable archive for the AI tools you use.

For this recipe: Industry publication and competitor feeds · Relevance criteria · Recipient list

Start with one recurring task, agree which sources to use, and review the first result with your team.

Discuss this workflow

What does your team do?

Choose the recurring work you would like to improve.

A field guide, made for work.

Plays is a curated library of anonymized business workflows. Each recipe explains the inputs, steps, tools, and checks you can adapt to your team. These are editorial guides, not independently tested implementations.

When you share a company website, the guide may read a limited number of public pages on that website. Messages and retrieved page text are sent to our AI provider, NVIDIA, to recommend relevant workflows. Share a general description rather than confidential information.

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