Playbooks / Research + Intelligence
Research + Intelligence — 8 workflows.
The owner's research desk: markets watched, competitors tracked, and the signal separated from the noise on a rhythm. Every brief states what changed, why it matters, and what we might do about it.
What ships
- 8 workflows, installed at setup.
- 3 categories, each with its own operating rules.
- Approval gates on anything client-facing or money-touching.
See it run in the live demo.
Market Watch
Morning Briefing
Daily one-screen brief: what matters today across our market, competitors, and customers — with the 'ignore everything else' filter applied.
See the workflow →Industry Deep Dives
Structured research on an industry or segment: how money flows, who the players are, where the friction lives, and where the openings are.
See the workflow →Trend Monitoring
Tracks named trends with a hype-vs-substance read: what's real, what's early, what's noise. Reassessed quarterly.
See the workflow →Competitor Intelligence
Competitor Watch
Weekly scan of named competitors: product, pricing, hiring, marketing moves. Delta report — only what changed.
See the workflow →Comparison Matrices
Keeps the honest feature/price comparison current, including where they beat us. Spin-free; we plan from truth.
See the workflow →Battlecards
Per competitor: how to position against them, their common attack lines, and our honest answers. Updated as reality shifts.
See the workflow →Opportunity Research
Want this track running, not just listed?
Every workflow here is already installed in the Research + Intelligence agent. Walk the live box and put one of them to work.