SALES
Auto-draft competitor battlecards from accumulated interview data
On demand, pulls all win/loss interview entries naming a given competitor from Airtable, drafts a structured battlecard covering their strengths, weaknesses, and proven counters.
How it runs
The automated pipeline, trigger to output.
- TriggerManual run with target competitor name
- ActionPull all interview entries for competitorAirtable
- LogicSynthesize strengths, weaknesses, counters; check volume
- ActionPublish battlecard to ConfluenceConfluence
- OutputNotify field team in SlackSlack
What it does
A CEO-style agent reads every interview entry that mentions a specific competitor, reasons across wins and losses to find what consistently helps you beat them and what consistently costs you deals, and assembles a battlecard with talk tracks, traps to avoid, and proof points. The finished card is published to Confluence.
When to use it
Use it when a competitor keeps surfacing in deals and your battlecard is stale or nonexistent. Trigger it per competitor whenever you want a fresh, interview-grounded card rather than a marketing-written guess.
How it works
- 1A manual trigger starts the run with a target competitor name.
- 2The agent queries Airtable for all interview entries tagged with that competitor.
- 3It synthesizes recurring strengths, weaknesses, and winning counter-positioning, citing real deal quotes.
- 4A logic step checks there is enough interview volume to be credible before publishing.
- 5The structured battlecard is published as a Confluence page in the competitive space.
- 6The field team is notified in Slack that a new battlecard is live.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect ConfluenceSpaces, pages, blueprints.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Sales workflows
API-Usage Surge PQL Router
When an account's API call volume surges past a rolling baseline in the product DB, it qualifies the account as a product-qualified expansion lead.
Seat-Limit Approaching Upsell Alert
Fires the moment an account's active-seat count crosses 90% of its contracted limit in the product database.
Enrich new MAP steps with Salesforce deal context on creation
When a new card is added to the mutual action plan Trello board, it looks up the linked Salesforce opportunity and writes deal owner, amount, and close date onto the card…
Power-Feature Adoption Expansion Digest
Each Monday, finds accounts that started heavily using a premium or add-on feature in BigQuery, ranks them by expansion potential.
Send buyers a weekly mutual action plan health recap
Each week it reads the MAP Trello board, computes completed, on-track, and overdue steps, and emails the buyer champion a clean recap of progress and what is due next.
Escalate to the deal team when the buyer side of a MAP stalls
Detects when buyer-owned mutual action plan steps have been idle past their due date and escalates with a Slack alert to the AE plus an email summary to the account executive's…
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.
