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Earnings Call Analysis Pipeline with Claude and Perplexity

Financial Research & Analysis

Beginner1-2 hoursLow
ZapierPerplexity FinanceClaude (Anthropic API)Gmail

Quick Answer

Use Zapier to monitor earnings calendars, Perplexity to fetch transcripts, Claude to analyze tone and extract key themes, and email delivery for the structured brief. Setup takes under 2 hours and runs automatically each earnings season.

The Problem This Solves

Investment analysts spend hours reading earnings call transcripts for each company they cover. This workflow compresses that to a 5-minute brief review, letting analysts cover more companies with the same time.

About This Workflow

This workflow monitors a watchlist of public companies for new earnings releases, fetches the call transcript via Perplexity Finance, sends it to Claude for deep analysis, and emails a structured research brief covering management tone, guidance changes, key risks mentioned, and analyst Q&A themes. The brief is delivered within minutes of the transcript becoming available, giving you a research edge without hours of manual reading.

Tools Required

Perplexity FinanceData SourceView on FinatuneVisit Website
Claude (Anthropic API)AI EngineView on FinatuneVisit Website
GmailOutputVisit Website

Step-by-Step Blueprint

1

Set up earnings calendar trigger

Zapier

Create a Zapier workflow triggered by a new row in a Google Sheet where you log your earnings watchlist companies and their expected report dates. Alternatively use a webhook from a financial calendar API.

2

Fetch transcript with Perplexity

Perplexity Finance

Add a Webhooks action to call the Perplexity API with a prompt requesting the latest earnings call transcript for the company ticker. Perplexity returns the transcript content with citations.

3

Analyze transcript with Claude

Claude

Add a Webhooks action to call the Claude API. Send the full transcript and instruct Claude to extract: management tone and confidence level, guidance changes versus prior quarter, top 3 risks mentioned, analyst question themes, and any notable language shifts versus prior calls.

Use this prompt →
4

Format and email the research brief

Gmail

Add a Gmail action to send Claude's structured analysis as a formatted research brief. Include the company name, ticker, report date, and all extracted sections. Send to your research distribution list.

Cost Estimate

$20-40/month

Zapier Professional $19.99/month. Perplexity Pro $20/month. Claude API costs minimal per transcript. Gmail free.

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