AI AGENTS
CRM-Triggered Competitor Matrix When a Deal Enters Evaluation
When a HubSpot deal moves to the evaluation stage, an agent researches the competitors named on the deal and attaches a sourced battlecard matrix as a note on the record.
How it runs
The automated pipeline, trigger to output.
- TriggerHubSpot deal moves to the evaluation stageHubSpot
- LogicRead competitor names from the deal record
- ActionFan out research per competitor across Exa and BraveExa
- ActionBuild a sourced head-to-head battlecard matrixOpenAI
- OutputAttach the matrix as a note on the HubSpot dealHubSpot
What it does
The moment a deal advances to your evaluation stage in HubSpot, the agent reads the competitors listed on the deal, researches each one, and builds a head-to-head battlecard matrix — strengths, weaknesses, pricing, and proof points — with a source behind every claim. It attaches the matrix as a note on the deal so the rep walks in prepared.
When to use it
When sales reps need fast, current competitive intel the instant a deal turns competitive, without pinging product marketing. Best for sales orgs that track competitors as a deal property in HubSpot.
How it works
- 1A HubSpot deal entering the evaluation stage triggers the run.
- 2The agent reads the competitor names off the deal record.
- 3It fans out research across Exa and Brave Search for each competitor.
- 4An OpenAI step assembles a sourced head-to-head battlecard matrix.
- 5The agent writes the matrix back as a note on the HubSpot deal.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect ExaNeural search across the web.
- 3Connect Brave SearchWeb, news, image, video search.
- 4Connect OpenAIModels, embeddings, files.
- 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 this workflow in your colony.
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