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

Import into Tallyfy Preview steps

Marketing AI Operations

Run this workflow in Tallyfy with people, AI, and conditions

AI-Powered Competitive Intelligence Gathering Run #2,481 Running now Completed

1 done, 1 running, 8 to go

Status	Step	Assignee	Deadline
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next	1. Define intelligence objectives	TM Team member
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next	2. Identify competitor set why this works	AI AI agent
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next	3. Set up AI monitoring tools	TM Team member
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next	4. Configure alert triggers why this works	AI AI agent
+ 6 more steps below

Import this template into Tallyfy

Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow

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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Why Tallyfy is the AI control layer

Phase 1

Set up

Define the recipe

Lay out your steps, deadlines, and who does each: a person, AI, or a rule.

Phase 2

Run

People + AI together

Launch in one click. AI does the routine steps; people approve. No glue code.

Phase 3

Track and improve

Audit and learn

Watch every step live, then refine - a gradual shift, never a total redo.

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