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.

  1. 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.
  2. Set the watch schedule (research agent → Configure → Scheduled Tasks): twice weekly is right for most markets - instructions below.
  3. 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.
  4. 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.