Workflow
Competitive Intelligence Research Agent
A fully automated AI agent that conducts multi-angle daily internet research, cross-references internal knowledge, and delivers an executive-ready competitive report.
Tags
Competitive IntelligenceMarket ResearchData SynthesisWorkflow Automation
How It Works
- Scheduled Trigger: Fires daily at 8 AM UTC, requiring zero manual intervention.
- AI Query Planner: An AI agent generates targeted search queries covering News, Academic Research, Market Data, Tools, and Case Studies.
- Parallel Research: Simultaneously searches the web (browsing top URLs) and your internal Needle collection across all angles.
- Merge And Synthesize: Combines all findings into a comprehensive executive report with gap analysis, statistics, and prioritized recommendations.
- Auto Deliver: Saves the full 2,000 to 3,000 word report to Google Docs and sends a punchy Slack DM briefing with the top findings and a direct link.
Workflow Architecture
| Phase | Component | Function |
|---|---|---|
| 1. Trigger | Scheduled Node | Wakes up the agent daily at a specified time |
| 2. Planning | AI Agent | Generates five distinct search queries for comprehensive coverage |
| 3. Parallel Research | Parallel AI Agents | Searches the internet and internal knowledge base simultaneously |
| 4. Merge | Merge Node | Combines external web data and internal knowledge results |
| 5. Synthesis | AI Agent | Writes the executive report and highlights knowledge gaps |
| 6. Delivery | Integration Nodes | Exports the report to Google Docs and sends a Slack summary |
Customization Options
- Change the topic: Edit the prompt in the Query Planner to match your domain.
- Adjust the schedule: Modify the cron expression in the trigger to match your timezone.
- Add more sources: Connect additional collections during the internal knowledge search phase.
- Change delivery methods: Swap Slack for Email, or Google Docs for Notion based on your stack.
- Expand research angles: Increase the number of queries generated in the planning phase.
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