1.Detects new opportunity sub-item
Integrate monday.com and opportunity tracking to detect new sub-items and fetch the new sub-item ID and context.
Create competitive analysis doc for new pursuit leads
Automatically detect new sub-items on opportunities boards across monday.com and start evidence-backed competitive analysis. Create and update when item context is fetched, competitors are drafted with ChatGPT, and the finished document link is written back without manual capture review.
How this automation accelerates competitive analysis
When a new pursuit lead appears as a sub-item, delays can stall capture review and weaken competitor positioning. This automation retrieves opportunity context, generates competitor evidence with ChatGPT, creates a document in Google Drive, and updates monday.com recordsβso your team can review faster.
monday.comor swap with your favorite app
2.Retrieves opportunity item details
Integrate monday.com and workflow fields to retrieve opportunity context fields and map them into opportunity reference fields.
3.Generates competitor analysis and actions
Integrate ChatGPT (OpenAI) and research prompts to send a single request for 5 to 10 competitors with evidence and actions.
ChatGPT (OpenAI)or swap with your favorite app
4.Creates competitive analysis document
Integrate Google Drive and document templates to create a titled file and save model output as the document body.
Google Driveor swap with your favorite app
5.Updates opportunity with document link
Integrate monday.com and record fields to update the sub-item with the document link and short recommendation summary.
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