MARKET RESEARCH

On-demand battlecard refresh from latest VoC signal

Triggered by a webhook with a competitor name, it pulls the freshest G2 reviews and Reddit chatter on that rival plus market context from Perplexity.

CategoryMarket Research
Enginesim
Difficultyintermediate
Triggerwebhook
Steps6
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerWebhook with competitor nameHTTP webhook
  • ActionScrape recent G2 reviews for competitorApify
  • ActionPull recent Reddit chatterApify
  • ActionGather current market + launch contextPerplexityPerplexity
  • ActionSynthesize strengths/weaknesses/win themesOpenAI
  • OutputRewrite battlecard in Coda + notify SlackCodaCoda

What it does

When a rep or PMM needs an up-to-date take on a competitor, they trigger this with the competitor's name. It gathers the latest customer reviews and community sentiment about that rival, layers in current market framing, and rewrites the battlecard with where the competitor is winning, where customers are unhappy, and the objection-handling lines that fit today's reality.

When to use it

Use it ahead of a competitive deal, an analyst briefing, or whenever a rival ships something and your existing battlecard has gone stale.

How it works

  1. 1A webhook trigger receives the competitor name and context.
  2. 2Apify scrapes recent G2 reviews for that competitor.
  3. 3Apify pulls recent Reddit discussion mentioning the competitor.
  4. 4Perplexity gathers current positioning, pricing, and launch news.
  5. 5OpenAI synthesizes strengths, weaknesses, customer friction, and win themes.
  6. 6The corresponding battlecard section is rewritten in Coda and a refresh notice posts to Slack.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect HTTP webhookTrigger any URL on agent actions.
  2. 2
    Connect ApifyActors, scrapers, datasets.
  3. 3
    Connect PerplexitySearch-grounded answers with citations.
  4. 4
    Connect OpenAIModels, embeddings, files.
  5. 5
    Connect CodaDocs, packs, automations.
  6. 6
    Connect SlackChannels, DMs, threads, mentions.
  7. 7
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  8. 8
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  9. 9
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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