What does this mean?
Keeps teams aligned on rival moves without manual tracking, enabling faster responses, informed planning, and timely enablement.
How it works?
Monitors a defined competitor set, aggregates notable updates from trusted sources each week (product launches, pricing changes, funding, hires, partnerships, customer wins), and delivers a concise brief with summaries, links, and citations to email and Slack.
Workflow Steps
Step 1: Run on a weekly schedule
The Workflow activates automatically on a set schedule—weekly at a time you choose—so competitor monitoring happens consistently without anyone having to remember to run it.
Step 2: Research each competitor
Cassidy's Research Agent searches the web for each competitor in your defined set, looking for notable updates: product launches, pricing changes, funding announcements, key hires, partnerships, and customer wins.
Step 3: Aggregate and summarize findings
The Workflow pulls together all the research into a concise brief—summarizing each update with context, links, and citations to the original sources.
Step 4: Format the weekly brief
Everything is structured into a clean, scannable format organized by competitor, making it easy for teams to quickly digest what matters.
Step 5: Deliver to email and Slack
The finished brief is sent automatically to your team's inbox and posted to a designated Slack channel, so everyone stays aligned on competitor moves without lifting a finger.