Playbook · Research
Competitor brief
Pull together what's public and what you already know about a competitor, in one brief.
Browser
Google Drive
GmailWhat you know about a competitor is split between their website and what's in your own documents and inbox. This puts both side by side, for the competitor named when you ask.
What you’ll get
A one-page brief: what they offer and charge, where they win and where you do, with a link to every source.
Example output
Acme — Charges: $12/seat (pricing). They win on: price. You win on: integrations. A customer: "We're comparing you with Acme on price" (email).
The method
4 steps- 1Read their site.
Their pricing page, what's new (a changelog or blog), and how they describe themselves. Keep each page's address.
Browser - 2Find what you already have.
Search Drive for decks, battlecards and pricing sheets that mention them.
Google Drive - 3Find what people said.
Search email for their name: customers comparing you, deals lost or won. Quote the sentence that matters, with its link.
Gmail - 4Write the brief.
What they offer and charge, where they win and where you do, what customers said, and what you couldn't find.
A playbook is a method your AI assistant follows with your own accounts, connected to Upsy: you choose what each assistant may use, and it never gets more than that. Add this one to your Upsy, change it to how you work, and ask any assistant to run it.