Competitive Landscape Job

What does it do?

From just a client chat, the workflow is able to clarify the request, identify the competitors, conduct a competitive landscape of the identified competitors, and put data into a Google spreadsheet.

How does it do it?

Processes in the CL Job Workflow

1. Clarify competitive landscape
2. Identify and choose companies
3. Choose targeted AI agents based on the data points requested
4. Produce a completed report and transfer the report into an arranged spreadsheet

Brief Overview of Each Process

1. Clarify competitive landscape
   • This process will clarify the parameters and requirements for a competitive landscape project based on the client chat. Its output will then be fed into the Identify Companies process automatically to find and choose the companies that best suit the client’s requirements.
2. Identify and choose companies
   • This process will (a) conduct a web search for the relevant companies, (b) create a list of all companies found during the search, (c) prioritize some of the best matches, (d) find additional info on each of those companies, and (e) choose the best companies among those for the final output.
   • The chosen companies will then be sent to the next process.
3. Choose Targeted AI Agents
   • Based on the data points requested in the chat, this process will determine which targeted agents should be executed to find the required data most efficiently. The targeted agents include:
     • Financial Overview Agent
     • Products & Services Agent
     • Value Proposition & Competitive Advantages Agent
     • Target Market Agent
     • Press Releases and Major Announcements Agent
     • Custom Agent (for all other data points not mentioned above)
4. Produce the completed report and transfer it into a Google spreadsheet
   • Each of the chosen targeted agents will be run in parallel and their outputs will be stitched together to form the completed report.
   • The completed report will then be transferred into a Google Sheet deliverable.

Competitive Landscape FAQs

1. What is the limit on the number of companies?

   • Currently, the maximum limit for the number of companies that can be analyzed at once by the workflow is 8.
   • If there are more than 8 companies to analyze, it is a best practice to divide them into two or more blocks of up to 8 companies.

2. Can I chop it up? (e.g. "I know I only want press releases, not anything else")

   • Yes, there’s a section in the workflow titled, “Only Use Agent Type”. Select the type of targeted agent that you want to run, and only that targeted agent will be executed.

   • Here’s an example of how you can choose to only run the targeted agent for press releases:

     

3. What if I have the company names already?

   • If you already have the company names, you can simply go to the section titled, “Use Custom Companies”, click on the ‘+’ sign, and enter the company details.
   • Once you enter the details for a company, click on the ‘+’ sign again to add the details for more companies.
   • The details that you can provide are:
     • displayName (i.e. company name) *mandatory
     • permalink (i.e. a simple way to refer to the company, can simply be its name) *mandatory
     • cannonicalUrl (i.e. the website of the company) *optional
     • description of the company *optional
     • origin (i.e. select whether it came from the client or our research)
   • Here is an example of how you can add a company:

   

   

   Using Competitive Landscape Agents Individually

   Within the Competitive Landscape workflow, there are individual agents that you may directly utilize from the AI Playground:

   • Targeted - Financial Overview Agent Run an agent specialized for Financial Overview objectives
   • Targeted - Press Releases Agent Run an agent specialized for Press Releases objectives
   • Targeted - Value Prop and Competitive Advantages Agent Run an agent specialized for Value Prop and Competitive Advantages objectives
   • Targeted - Target Market Agent Run an agent specialized for Target Market objectives
   • Targeted - Products and Services Agent Run an agent specialized for Products and Services objectives
   • Clarify Competitive Landscape & Identify Companies (see details for these below)

   Clarify Competitive Landscape & Identify Companies Workflows

   These two workflows, which are also baked into the Competitive Landscape workflow, can be used without launching the full competitive landscape, as well. They are designed to be used together. (Note: We will soon have a combined single workflow in production. Innovation will post in Slack when this is live!)

   Clarify Competitive Landscape

   This workflow is used to clarify the parameters and requirements for a competitive landscape project based on the client chat. Clarify Competitive Landscape’s job is somewhat similar to some of what RM does during the presearch process: define jargon, clearly explain what to focus on, and boil down the full ask to help the the agent succeed in executing the research! Its output will then be fed into the Identify Companies workflow to find and choose the companies that best suit the client’s requirements.

   How it works

   The workflow takes in the client chat as input. Based on the chat, the workflow will provide:

   • fully detailed and professional description of the industry, business area, or sector that the client looking to focus on.
   • additional description of all the extra details that are important to the client.
   • names and websites of any companies or services that the client has stated or implied should be included in the landscape.
   • definitions for any technical jargon or abbreviations.

   If any of the above data points are not clear from the chat, the workflow will use a web research tool to gather more context from the internet.

   <aside> 💡 The Clarify Competitive Landscape & Identify Companies Workflows can only identify 5 - 7 competitors at a a time. If more are needed, you may do multiple runs by noting that rOS should exclude [list of companies already identified in previous run(s)]

   </aside>

Entering Objectives

When using rOS for projects that did not go through Wonderpad (e.g., those sent in by email), there are two options for inputting the client’s ask: Chat Messages or Objectives Override.