SALES
Detect competitor mentions on calls and push the right battlecard to the rep
Scans each finished sales call transcript for named competitors, and when one is flagged as a real threat.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionFetch call transcriptZoom
- LogicDetect + classify competitor threatOpenAI
- ActionLook up matching battlecardNotion
- ActionDraft tailored rebuttalOpenAI
- OutputDM rep battlecard + rebuttalSlack
What it does
Catches the moment a prospect names a competitor and arms the rep before the next touch. It distinguishes a passing mention from a genuine competitive threat, then delivers the relevant battlecard and a custom rebuttal grounded in what was actually said.
When to use it
Use this in competitive markets where reps lose deals to the same two or three vendors and battlecards sit unread in a wiki. Best when your win/loss notes show competitor displacement is a top loss reason.
How it works
- 1Zoom fires a recording-completed event.
- 2The transcript is retrieved from Zoom.
- 3OpenAI extracts any competitor names and classifies each as passing-mention vs active-evaluation threat.
- 4A branch stops the flow if no real threat is found.
- 5Notion is queried for the battlecard page matching the flagged competitor.
- 6OpenAI drafts a short objection-handling response tying the battlecard to the prospect's specific concern.
- 7Slack DMs the rep the competitor, the threat level, the battlecard link, and the ready-to-use rebuttal.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.