SALES
Competitor-Aware Objection Kit with Live Research
When a demo surfaces a competitor objection, it researches that competitor in real time and assembles a battle-card kit with current differentiators onto the rep's ClickUp deal…
How it runs
The automated pipeline, trigger to output.
- TriggerDemo call completes on ZoomZoom
- ActionDetect competitor mentions with OpenAIOpenAI
- LogicProceed only on a real competitor objection
- ActionResearch competitor live via PerplexityPerplexity
- ActionBuild sourced battle card with OpenAIOpenAI
- OutputPost battle-card kit to ClickUp deal taskClickUp
What it does
This workflow handles the toughest objection type: a buyer comparing you to a named competitor. It detects competitor mentions in the demo, runs live web research on that competitor's current positioning and weaknesses, and builds a fresh battle card with talk tracks the rep can use immediately on the ClickUp deal task.
When to use it
Use it in competitive markets where static battle cards go stale fast. Ideal when reps face shifting competitor pricing or feature claims and need current, sourced counters rather than last quarter's deck.
How it works
- 1A completed Zoom demo triggers the workflow.
- 2OpenAI scans the transcript for named competitors and the specific comparison the buyer made.
- 3A logic step proceeds only if a real competitor objection was raised; otherwise it exits quietly.
- 4Perplexity researches the competitor's current pricing, recent changes, and known limitations with citations.
- 5OpenAI fuses the research and the buyer's exact concern into a battle card with differentiators and rebuttals.
- 6The kit is posted to the ClickUp deal task with source links and the rep is assigned to follow up.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PerplexitySearch-grounded answers with citations.
- 4Connect ClickUpDocs + tasks + chats in one workspace.
- 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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