MARKET RESEARCH
On-Demand Competitor Battlecard Builder
On a manual request for a named competitor, an agent researches their current pricing, positioning, and recent moves across the web.
How it runs
The automated pipeline, trigger to output.
- TriggerRep requests a battlecard by name
- ActionGather pricing and product pagesFirecrawl
- ActionCollect recent news and reviewsExa
- LogicVerify coverage; widen search if thin
- ActionDraft the battlecardOpenAI
- OutputSave doc and share link to requesterGoogle Drive
What it does
Turns a single competitor name into a complete, current battlecard — pricing tiers, key differentiators, recent launches, and suggested objection handling — generated on demand for a sales rep heading into a deal.
When to use it
Use this right before a competitive deal when you need a fresh briefing rather than a stale wiki page. The agent assembles everything from live sources in one pass.
How it works
- 1A rep manually triggers the run with a competitor name.
- 2The agent uses Firecrawl to pull the competitor's pricing and product pages and Exa to gather recent news and reviews.
- 3The agent reasons over the gathered material to extract pricing tiers, positioning, strengths, and weaknesses.
- 4A logic step checks that pricing and at least one differentiator were found; if not, it widens the search and retries.
- 5OpenAI drafts the battlecard with sections for pricing, where-we-win, and objection responses.
- 6The finished battlecard is written to a Google Drive doc and the link is shared back to the requester.
Set it up
What you configure once, before turning it on.
- 1Connect FirecrawlCrawl, scrape, structured extract.
- 2Connect ExaNeural search across the web.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect Google DriveDocs, sheets, slides, 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.

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