AI AGENTS
Confidence-Gated Battlecard Generator
The agent builds a sales battlecard from a deep competitor teardown, self-rates its confidence per section, and only auto-publishes to HubSpot when confidence is high.
How it runs
The automated pipeline, trigger to output.
- TriggerOperator requests battlecard for competitor + segment
- ActionRetrieve sources with ExaExa
- ActionDraft teardown and battlecard sectionsOpenAI
- LogicSelf-critique and score confidence; gate on threshold
- ActionHigh confidence: publish battlecard to HubSpotHubSpot
- OutputLow confidence: email draft + doubts to reviewerGmail
What it does
It turns a competitor teardown into a sales-ready battlecard, but it knows what it doesn't know. High-confidence cards publish straight to HubSpot; shaky ones get held back and emailed to a human owner instead.
When to use it
When sales needs current battlecards but you can't risk reps quoting hallucinated competitor claims to prospects. Use the confidence gate to automate the easy 70% and human-review the rest.
How it works
- 1An operator triggers a build for a target competitor and segment.
- 2Exa retrieves sources; the agent drafts a teardown and converts it into battlecard sections — their pitch, our counter, traps, objection handlers.
- 3A self-critique pass scores each section's confidence based on source strength and recency.
- 4A gate checks the overall confidence against a threshold.
- 5If confidence is high, the battlecard is written to a HubSpot note/property on the competitor record for reps.
- 6If confidence is low, the draft plus the agent's own list of doubts is emailed to the designated reviewer via Gmail instead of publishing.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect HubSpotCRM, deals, marketing, support.
- 4Connect GmailRead, draft, send, label.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.