Business Intelligence
Track relevant changes and receive a sourced briefing.
Monitor selected competitors, industry sources, pricing, websites, news, or public information and turn important changes into business intelligence.
New managed agreements: monthly management is the greater of $400 or the combined applicable workflow management charges, once per client's managed agreement, not per workflow. Existing-client additions require a reviewed quote when agreement context is unavailable. Existing signed agreements are unchanged. Software and usage charges are separate.
From a repeating task to a useful output.
Fictional example, not a sent message. Connections, actions and exception handling are confirmed before implementation.
Is this the task you need to change?
Competitor moves and market shifts go unnoticed until too late.
Illustrative input · Business strategy team: The weekly monitor checks a defined set of competitor pages for relevant changes.
What you get
Up to five named competitors, ten accessible source URLs and one weekly briefing.
Setup and testing, a staff walkthrough, and two consolidated revision rounds within the agreed implementation scope.
What to know
No paid data subscriptions, universal web coverage or prediction guarantees.
We check access and compatibility before connecting customer-owned accounts.
From input to output
A clear path, with people at the right points.
- 01Weekly scan begins — Check the approved source list
- 02Collect accessible pages — Use the allowed source connections
- 03Compare observations — Find changes since the prior capture
- 04Check the evidence — Keep URLs, dates, and exact context
- 05Prepare the briefing — Separate observations from inference
- 06Owner reviews impact — A person chooses any business response (Human review)
Missing information, uncertain output or a failed connection should be routed for human review. The proposal defines the trigger, review steps and specific failure response before the workflow is used.
Connections and preparation
Web Sources · AI Model · Alerts · Reports
Supported providers, account permissions, volumes and usage charges are confirmed during scoping. Listing a category is not a guarantee that every provider is supported.
See the scope, testing and handover process →Detailed workflow reference
The current workflow reference is available in the configurator. Any extensions remain subject to the standard scope above.
Open workflow configurator →Questions before you decide?
What does monthly management cover?
60 minutes/month of included human service for this workflow. Automated workflow monitoring and error alerts where supported; human triage during business hours. Monthly health review, usage review, and a short operating summary. Authentication checks, investigation, maintenance, and small configuration changes within the included human-service time. Support acknowledgment target: within two business days, Mon–Fri 9am–5pm Pacific, excluding published holidays. Not a resolution or uptime guarantee. Extra engineering is scoped and approved in writing before work — no surprise hourly overages, no 24/7 response promise.
When does management start?
Management starts on accepted go-live, not at inquiry or kickoff. Month-to-month for new managed agreements; cancel before the next renewal, effective at the end of the paid period. On exit, customer-owned accounts are preserved with a documentation and access handoff.
What costs are separate?
Third-party costs such as OpenAI, Claude, Zapier, Make, n8n hosting, Twilio, CRM subscriptions, email systems, hosting, APIs, and databases are separate unless specifically included in an SMI package.
How long does implementation take?
Your proposal confirms the schedule after checking access, supported integrations, scope and testing requirements. Third-party approvals and changes may affect the schedule.
Who owns the accounts?
You retain your accounts and data. Documentation and an access handoff are included under the current management policy. The written proposal confirms applicable configuration and deliverable terms.