Workflow template for Tallyfy

AI-Powered Competitive Intelligence Gathering

Use this procedure to gather, analyze, and share competitive intelligence with your team using AI tools. It'll help you stay ahead by turning raw data into clear, concrete insights. If you're not sure where to start, follow the steps in order.

10 steps

Run this workflow in Tallyfy

1
Import this template into Tallyfy and assign the right people to each step
2
Set deadline rules and add any automations you need for your team
3
Launch the workflow and track every task in real-time from your dashboard
Import this template into Tallyfy

Process steps

1

Define intelligence objectives

1 day from previous step
task
2

Identify competitor set

1 day from previous step
task
3

Set up AI monitoring tools

1 day from previous step
task
4

Configure alert triggers

1 day from previous step
task
5

Collect and aggregate data

1 day from previous step
task
6

Run AI analysis on competitor moves

1 day from previous step
task
7

Generate competitive briefings

1 day from previous step
task
8

Distribute insights to stakeholders

1 day from previous step
task
9

Update competitive battle cards

1 day from previous step
task
10

Review and refine intelligence strategy

1 day from previous step
task

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