Weekly competitor stock pulse delivered to Notion every Monday

Every Monday at 8am ET, your marketing and strategy team opens Notion to a fresh briefing on competitor stock moves and the news driving them.

Agentic Task
Stock DataNotionPerplexity AIMarketingOperationsResearch & MonitoringAI ReportsDaily Digests

Build a weekly 'Competitor Stock Pulse' workflow as an agent. The trigger is a cron that fires every Monday at 8:00 AM Eastern, and the goal is to publish a fresh briefing to Notion for our marketing and strategy team so they start the week with public-competitor context.

Step 1. Pull the competitor list. Use Notion's Query a Database action against our 'Competitors' database (the user will provide the database ID at setup). Each row represents one competitor and has a 'Ticker' text property containing a US stock ticker (e.g., AAPL, NVDA). Skip rows with an empty ticker.

Step 2. For every competitor, call three Stock Data actions: Get Stock Quote for the latest price and intraday change, Get Ticker Details for the company name, sector, and CEO, and Get Historical Price Data over the last 30 trading days. The 30-day window matters because the agent uses it to compute the week-over-week change (close from five trading days ago vs the most recent close) and to detect a new 30-day high or 30-day low inside the returned bars.

Step 3. Flag a competitor as 'material' if either of these is true: the week-over-week change is greater than 5% in either direction, or the most recent close is a new 30-day high or 30-day low within the returned price history.

Step 4. For each flagged competitor, call Perplexity AI's Create Chat Completion action (use a sonar model) and ask it to produce a 2 to 3 sentence, web-grounded explanation of what is driving the move this past week. Specifically ask about earnings releases, product launches, lawsuits, executive changes, partnerships, and regulatory news. Preserve the citation URLs from the response so they can render as clickable links in the Notion page. If Perplexity returns nothing notable, output 'No clear catalyst found' for that competitor rather than fabricating a reason.

Step 5. Publish the briefing with Notion's Create a Page action as a child of a parent page the user picks at setup. The page title is 'Weekly Competitor Pulse — {YYYY-MM-DD}' using today's date. Page content should include: a rollup section at the top with the count of competitors tracked, count flagged, the biggest mover by absolute percent change, and a one-line read on whether it was a quiet or busy week; one section per flagged competitor with the company name and ticker, current price, week-over-week percent change, any new 30-day high or low note, and the Perplexity-sourced narrative paragraph; below each flagged section, a bulleted list of the Perplexity citation URLs as clickable links so readers can verify the claims; and at the bottom, a short 'Checked but no material move' list of the unflagged competitors so the team can see the full coverage.

Always publish the briefing even on a quiet week. If nothing was flagged, the rollup at the top should clearly say so, and the unflagged list still goes in so the team can see which competitors were reviewed.

Additional information

What does this prompt do?
  • Reads your tracked competitors from a Notion database and checks each one's stock activity over the past week.
  • Flags any competitor with a meaningful move, like a swing larger than 5% week over week or a fresh 30-day high or low.
  • For every flagged competitor, pulls a short, web-grounded explanation of what's driving the move, with clickable citations.
  • Posts a fresh 'Weekly Competitor Pulse' page in Notion every Monday morning so your team starts the week with context, not catch-up.
What do I need to use this?
  • A Notion workspace with a 'Competitors' database that has a ticker field for each company you want to track.
  • A Perplexity AI account for the web-grounded news explanations and citations.
  • A General Input account. Real-time and historical stock data is built in, so you don't need a separate market data subscription.
How can I customize it?
  • Change when the briefing runs, like Tuesday at 7am or twice a week instead of weekly.
  • Adjust what counts as a 'material' move, such as 10% week over week instead of 5%, or only new 30-day highs and lows.
  • Add a Slack or email ping alongside the Notion page so the team gets a heads-up the moment the briefing is ready.

Frequently asked questions

Do I need a paid Notion plan for this to work?
No. Free and paid Notion plans both work. You just need to share your 'Competitors' database and the parent page where briefings should land with the General Input connection.
Which stock markets does this support?
US-listed tickers on NYSE and Nasdaq. Add the standard uppercase ticker symbol (like AAPL, NVDA, or GOOGL) to each row in your Notion competitors database.
Can I track private competitors too?
Only public companies with a stock ticker get a stock pulse. You can still keep private competitors in the same Notion database with a blank ticker field and they'll simply be skipped each week.
Where do the news explanations come from?
Perplexity AI searches the public web for the most relevant recent coverage (earnings, product launches, lawsuits, executive changes, partnerships) and writes a short paragraph with citation links you can click to verify.
What happens on a quiet week when nothing big moved?
You still get a fresh Monday briefing. The top of the page will note that no competitors had material moves, and the unflagged list shows everyone that was checked so your team can see the coverage.

Start every Monday with competitor context, not catch-up.

Connect Notion and Perplexity once, and Geni delivers a fresh weekly pulse on your competitors' stock moves so nobody on the team has to dig through tickers.