What does this mean?
Keeps teams aligned on rival moves without manual tracking, enabling faster responses, informed planning, and timely enablement. 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
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.
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.
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.
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.
Related
Build and configure an Agent
Create a custom Agent with tailored instructions and Knowledge Base access.
Set up your Knowledge Base
Add your company documents so Agents can reference them.