AI Content Creation and Review Workflow
A practical workflow that helps your team create, review, and publish content using AI tools - while making sure every p...
9 steps
Marketing AI Operations
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 with people, AI, and conditions
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Define intelligence objectives | TM Team member | |
| Status: Active | 2. Identify competitor set why this works | Claude AI agent | |
| Status: Waiting | 3. Set up AI monitoring tools | TM Team member | |
| Status: Conditional | 4. Configure alert triggers why this works | Claude AI agent | |
| + 6 more steps below | |||
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
2
Identify competitor set
1 day from previous step
3
Set up AI monitoring tools
1 day from previous step
4
Configure alert triggers
1 day from previous step
5
Collect and aggregate data
1 day from previous step
6
Run AI analysis on competitor moves
1 day from previous step
7
Generate competitive briefings
1 day from previous step
8
Distribute insights to stakeholders
1 day from previous step
9
Update competitive battle cards
1 day from previous step
10
Review and refine intelligence strategy
1 day from previous step
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Why Tallyfy is the AI control layer
Phase 1
Set up
Define the recipeLay out your steps, deadlines, and who does each: a person, AI, or a rule.
Phase 2
Run
People + AI togetherLaunch in one click. AI does the routine steps; people approve. No glue code.
Phase 3
Track and improve
Audit and learnWatch every step live, then refine - a gradual shift, never a total redo.
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