Automate high-level competitive analysis with AI

High-level competitive analysis is often slow, scattered, and hard to keep updated. This quick start playbook helps you track competitor activity across blogs, product pages, and social media—automatically.

It adapts to your existing tools like Google Sheets, LinkedIn, or Slack, and builds a shareable report that highlights product updates, messaging shifts, and market direction.

How to configure the high-level competitive analysis quick start playbook

Setting up this playbook is simple. Each step lets you choose the tools and sources you already use.

Step 1: Gather data from blogs, product pages, and social media

Start by selecting the companies you want to track. You can pull this list from:

• Google Sheets
• Microsoft Excel
• Airtable
• LinkedIn Sales Navigator

This step defines the scope of your analysis. Having a clear list of competitors ensures that your insights are focused and relevant.

Step 2: Analyze strategy, priorities, and product evolution

Next, choose the sources you want Bardeen to scan for updates. Options include:

• Product updates from company websites
• LinkedIn posts by the company
• LinkedIn posts by decision-makers
• Crunchbase
• Company news from the web

This step helps you understand how each competitor is evolving. It’s key for identifying shifts in strategy or product direction.

Step 3: Find new product releases and announcements

Bardeen will now look for specific product updates, feature launches, or roadmap changes. These often appear in:

• Blog posts
• Product changelogs
• LinkedIn updates
• News articles

Spotting these early gives your team a competitive edge. It also supports better lead qualification by understanding what your prospects may be comparing you against.

Step 4: Identify themes in messaging and market focus

Bardeen uses AI to detect patterns in how companies talk about their products. It looks at:

• Repeated phrases or value props
• Shifts in tone or audience targeting
• New industries or use cases mentioned

This step helps marketing and sales teams adjust their own messaging. It’s especially useful when combined with insights from our cold email personalization guide.

Step 5: Generate and share a competitive insights report

Finally, choose how you want to share the report. You can:

• Save in Google Drive
• Save in OneDrive
• Update your Airtable
• Send to Slack
• Send to Microsoft Teams
• Send via Google Mail
• Send via Microsoft Outlook

This step ensures that your insights are shared with the right people, in the right format, and on time.

How to automate high-level competitive analysis with Bardeen’s quick start playbook?

Automating competitive analysis helps you stay ahead of market changes without digging through dozens of sources. This playbook pulls updates from public channels, identifies key themes, and builds a structured report for your team.

Benefits of automating high-level competitive analysis

Tracking competitors manually is hard to scale. Automating the process ensures you never miss important updates and can act faster.

Spot product changes as they happen

Bardeen monitors product pages, blogs, and update feeds to detect new feature launches or roadmap shifts. This helps sales and product teams stay informed and adjust positioning quickly. It’s especially useful for teams already using sales prospecting tools or those focused on sales pipeline automation.

Understand messaging and positioning trends

By analyzing social media posts and company updates, Bardeen identifies shifts in how competitors talk about their products. This helps internal teams refine their own messaging and stay competitive.

Build a single source of truth for competitive insights

The playbook compiles all findings into a structured report. You can send it to Slack, email, or save it to a shared drive. This keeps leadership and go-to-market teams aligned. It’s especially helpful for revenue operations teams looking to improve decision-making with tools like those found in our best RevOps software guide.

Ways to automate high-level competitive analysis

This playbook automates key research tasks that are often skipped or done inconsistently.

Monitor public content for updates

Automatically scan competitor blogs, product pages, and news feeds to find new announcements, launches, or feature updates. This gives you a real-time view of how competitors are evolving.

Analyze social media activity

Track posts from company pages and decision-makers on LinkedIn. This helps you understand what topics they’re pushing and how they engage with their audience.

Summarize and share insights

Once data is collected, Bardeen organizes it into a report. You can send it to your team or leadership automatically, keeping everyone informed without extra work.