AI & RAG
Agent-Driven Competitor Deep Dive from Internal and Public Signals
An agent investigates a named competitor by combining internal win-loss notes with fresh public research, then drafts an updated battlecard and files it in Notion for review.
How it runs
The automated pipeline, trigger to output.
- TriggerChat request names competitor to investigate
- ActionRetrieve internal win-loss notesPostgres
- ActionRun live web research on competitorPerplexity
- LogicReconcile internal vs public signals with confidence
- OutputDraft refreshed battlecard in NotionNotion
What it does
Given a competitor name, an agent gathers internal evidence from your win-loss knowledge base, runs targeted web research on the competitor's recent moves, reconciles the two, and drafts a refreshed battlecard — pricing posture, common objections, and proven counters — saved to Notion as a draft.
When to use it
Use it when a competitor shifts strategy and your existing card no longer reflects reality, and you want one synthesized view across internal losses and the open web. Best for periodic deep refreshes rather than per-deal answers.
How it works
- 1A chat request names the competitor to investigate.
- 2The agent retrieves all relevant win-loss notes from Postgres.
- 3It runs live web research on the competitor's recent positioning and pricing.
- 4It reconciles internal and external signals, resolving contradictions and noting confidence.
- 5The agent drafts a structured battlecard and writes it to Notion as a draft for human approval.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect NotionPages, databases, comments.
- 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 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.
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