Part 3 of the Enterprise AI Persona Series explores how strategy teams can harness AI to streamline competitive intelligence and stay ahead in fast-moving markets. In today’s landscape, understanding competitor moves is essential—but often feels like chasing a moving target. Market signals are fragmented, updates come from scattered sources, and key insights can be easily missed. With AI-driven workflows, companies can automatically track earnings reports, market shifts, and industry trends—turning scattered data into a clear strategic advantage.
Using Personal AI workflows, corporate teams can analyze competitor data and receive automatic updates summarizing key industry changes.
The first step in this workflow begins with an API message sent from the Personal AI platform to fetch data from the sources and competitors a team has identified—such as news sites, earnings reports, or press release feeds. This message pulls in real-time data, which is then returned to the platform, where the AI Persona processes and synthesizes the information. From there, the AI generates timely responses or summaries that are shared in dedicated channels or recap emails, keeping teams instantly informed without lifting a finger.
Once the data is fetched and processed, the resulting information is stored as a file in the Upload Library within the Personal AI platform. This gives teams full visibility into the raw and structured data that came in—allowing them to monitor, reformat, or edit the content as needed. Each document is saved as a memory block, which can be reviewed and refined to ensure accuracy. Users can tag documents for organization, reference them later, or ask follow-up questions directly to the AI outside of the automated workflow, ensuring a flexible and collaborative environment for deeper strategic analysis.
The final step of the automation is the delivery: a clean, well-formatted recap lands directly in your inbox—no clicks required. From the moment a competitor releases an earnings call or press release, your AI Persona gets to work behind the scenes. It pulls the data, processes it, organizes insights relevant to your company, and sends a tailored summary to your email. All of this happens automatically, ensuring that you and your team stay informed and ready to act—without lifting a finger.
