Playbooks
🔭 Competitive intel you never have to remember
7 min read
The outcome: one living doc per competitor - pricing, positioning, launches, hiring signals - updated on a schedule, with changes surfaced to your feed the morning after they happen. You stop discovering competitor moves from a customer email three weeks late.
Why a doc and not alerts: alerts tell you something changed; the brief tells you what it means against everything else you know. Because the agent maintains one document over months, it catches the patterns - “third pricing test this quarter, they’re hunting for a new floor” - that no alert ever will.
- Seed the targets. Tell your research agent: “Create a doc per competitor: [names + URLs]. Structure: positioning, pricing, ICP, recent moves, our edge against them. Fill from their sites and public sources. Cite everything.” The first fill takes one run.
- Set the watch schedule (research agent → Configure → Scheduled Tasks): twice weekly is right for most markets - instructions below.
- Read the diffs, not the docs. With Announce on, each run posts what CHANGED to the feed. You read two lines on Tuesday, not five documents.
- Ask follow-ups in chat. The briefs make your agent a genuine sparring partner: “Given HypeScribe’s new pricing, where are we exposed?” gets an answer grounded in months of accumulated context, with citations.
The competitor watch schedule
Twice a week: check each competitor doc’s subject for changes — pricing pages, changelogs, blog, careers page, social. Update the relevant doc with anything real (dated, with source links). Ignore cosmetic changes.
If something is significant — pricing change, new product, key hire, funding — post one line to the feed AND add a “What it might mean for us” note to the doc. If it’s significant enough that we should respond, open a ticket with your recommendation. Never fabricate: if a source is ambiguous, say so in the doc.
💳 Cost note: Watching 3-5 competitors twice weekly typically runs a few dozen credits per week (each page check is a small scrape). The per-tool menu is in Billing → scrape pricing reference; every run’s actual spend shows in its Runs detail.
What good looks like: a prospect mentions a competitor on a call. Before the call ends, you’ve skimmed the brief: their pricing moved up 20% last month, their founder is hiring for enterprise sales, and your agent’s note reads “they’re abandoning your segment - lean into it.” You sound like you have an analyst. You do.