Competitor & Market Intelligence Monitor Workflow

Most companies track competitors manually: reading blogs, scrolling social media, checking for new releases, and monitoring product updates.

It's inconsistent, time-consuming, and easy to forget.

This workflow replaces all of that with a weekly intelligence engine:

Fetches your competitor list
Searches for relevant updates
Uses AI to summarize the findings
Compiles a clean digest
Sends it automatically

Leadership receives actionable insights without anyone doing manual research.

Previous State

Occasional Googling →

Outdated competitor docs →

Lost announcements →

No single source of truth →

Zero cadence

Result:

Inconsistent intelligence. Missed competitive moves. No systematic tracking.

Target State

A predictable, automated intelligence loop:

Weekly insights delivered on time
Structured competitor updates
Single consolidated report
Zero manual research required

Workflow Breakdown

1. Time Based Runs

Purpose: Schedule the intelligence sweep.

Example: Every Monday at 09:00.

This ensures the team gets updates at a predictable cadence.

2. Fetch Data (Competitors Table)

Purpose: Retrieve your full competitor list.

Example output:

[{ "name": "abc" }, { "name": "xyz" }, { "name": "pqr" }]

Every competitor moves through the loop.

3. For Loop (Iterate Competitors)

Purpose: Run research steps per competitor.

Each iteration receives a single competitor's name.

4. Web Search (Inside Loop)

Purpose: Gather the latest public information.

Query format:

{{competitor.name}} latest news features releases

Output includes:

Headlines
URLs
Snippets
Dates

5. Text Generation (Inside Loop)

Purpose: Summarize findings into clean intelligence.

Prompt:

Summarize key updates for {{competitor.name}} using these search results: {{webSearch.summary}}.

Return 3 concise bullet points.

The result becomes one competitor's update block.

6. Handle Variable (Accumulate Summaries)

Purpose: Combine all summaries into one digest.

Example final output:

abc: 3 key updates
xyz: 3 key updates
pqr: 3 key updates

7. Send Mail (After Loop)

Purpose: Deliver the full report to the strategy or leadership team.

Email subject:

Weekly Market Intelligence Report

HTML body includes the consolidated summaries.

8. Return State

Purpose: Provide a clean workflow status output.

{
  "status": "success",
  "message": "Weekly intelligence report delivered",
  "competitorsProcessed": 3
}

Outcomes

Consistent weekly competitive intelligence
Zero manual research required
Search + Summaries fully automated
Leadership always staying ahead
Growing historical competitor archive

Recommended Extensions

Auto-create a Notion page per week
Add sentiment scoring for each competitor update
Highlight "red flag" competitor moves (via AI)
Create a Slack version of the digest
Track feature launches and categorize them

Next Steps

Use this pattern to automate any periodic intelligence gathering:

Industry news monitoring
Customer feedback aggregation
Market trend analysis
Product launch tracking

Build it once → stay ahead of the competition automatically.

👉 Install this template in WorqHat and transform your competitive intelligence operations.

Launch "Competitor & Market Intelligence Monitor Workflow" as a workflow