Research
A comprehensive market and competitive briefing for your annual planning.
Before your annual planning cycle, this workflow conducts a full market analysis — competitive landscape, industry trends, customer intelligence, and opportunity mapping — compiled into a strategy-ready document.
Workflow Steps
How this workflow runs
Trigger: Annual schedule or manual
System TriggerRun in Q4 or before your planning cycle.
Industry trend deep-dive
Market Research AnalystMarket Research Analyst conducts a comprehensive industry trend analysis for the year.
Competitive landscape mapping
Competitive Intelligence AgentCompetitive Intelligence Agent maps all significant competitors and their strategic moves.
Customer intelligence synthesis
Revenue Intelligence DashboardWin-loss patterns, ICP shifts, and customer feedback themes are synthesized.
Opportunity mapping
Market Research AnalystMarket gaps and strategic opportunities are identified.
Strategy document compilation
Market Research AnalystAll findings are compiled into a structured strategy briefing.
Triggers
What starts this workflow
Annual schedule (October)
Manual trigger
Outputs
What you get when it runs
Annual strategy briefing in Notion
Market landscape PDF
Opportunity map
Leadership team email delivery