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Action: Analyze Latest Earnings Call
Action: Analyze Latest Earnings Call
Updated over 2 months ago

Overview

The Analyze Latest Earnings Call action allows you to input the domain (URL) of a public company, and it will analyze the latest earnings call transcript to extract the growth and focus areas as well as the struggles and challenges faced by the company. It provides a concise and detailed report from the earnings call, giving insights into the company's current state and future direction. If the earnings call transcript cannot be found or an invalid domain is provided, the action will return an appropriate error message.

Usage Examples

  • Analyze Latest Earnings Call for a Public Company - This is the primary use case for the Analyze Latest Earnings Call action. When you provide a valid domain of a publicly traded company as the input, the action will analyze the company's most recent earnings call transcript. It will then output two sections - one detailing the growth and focus areas mentioned in the call, and another highlighting the struggles and challenges faced by the company based on the earnings call discussion.

Inputs

  • Company Domain - The domain or URL of the company whose latest earnings call you want to analyze. example.com

  • Should the workflow continue if this fails? - Toggle on if you want the workflow to proceed even if the action runs into an error. Default is on.

    • Output Message (optional) - A custom message to output if the action fails and the continue on failure toggle is enabled.

      • Example: Error: Unable to analyze earnings call

Outputs

  • Growth and Focus Areas and Struggles and Challenges: If a valid domain of a publicly traded company is provided, the action will analyze the company's latest earnings call transcript and output two sections. The "Growth and Focus Areas" section will detail areas where the company is growing or focusing its efforts based on statements made in the earnings call. The "Struggles and Challenges" section will highlight areas where the company is facing difficulties or challenges, again based on the earnings call analysis.

Troubleshooting

  • Earnings call not found - If the earnings call for the provided company domain cannot be found, even though the domain itself is valid, the action will output 'earnings call not found'. This indicates that while the company website URL is correct, the action could not locate the latest earnings call transcript for that company.

  • Invalid domain - If the domain or URL provided as input is invalid or incorrect, the action will output an error message saying 'error analyzing earnings call'. This error occurs when the input is not a properly formatted URL that loads the intended company's website. To troubleshoot this, you should test the URL in a browser to ensure it correctly loads the company's website you want to analyze.

Related Actions

  • Create Account Plan - Takes in company research (such as analyzed earnings calls) to generate an account plan to assist sales teams when selling into the target account.

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