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Automated Business Intelligence Without the Enterprise Price Tag
This playbook is part of AI-Powered Business Intelligence Architect
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Sound familiar?
If any of these describe you, this playbook was built for you.
Manual business research takes 6-10 hours per week across multiple sources
Enterprise BI tools cost $500-2500/month—overkill for solo consultants
No single tool to monitor competitors, news, fundraising, and trends together
Being blindsided by market changes that affect your business
Monitor {{competitors}} for {{intelligence_focus}} intelligence. Scan frequency: {{scan_frequency}}.
Steps
- Use Exa to discover recent news, announcements, and updates about each competitor
- Use Perplexity to research specific changes in depth (pricing, features, messaging)
- Scrape competitor websites to capture current state of pricing pages, product pages, job listings
- Analyze consolidated data to identify strategic patterns and competitive moves
- Generate executive summary, competitive moves table, strategic analysis, and action items
- Save new discoveries to database (skip entities in _known_entity_keys)
Output Format
Structured intelligence report with:
- Executive Summary
- Competitive Moves Discovered (table)
- Strategic Impact Analysis
- Source Verification
- Recommended Responses (action items)
Database entries: move_description, competitor_name, move_type, discovery_date, source_url, strategic_impact, urgency.
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