What to set up first
Competitive research automation works best when you define these four things before adding more tools:
- monitoring targets
- research instructions
- notification destinations
- sharing format
Monitoring targets
Start with 3–5 themes to keep the workflow manageable.
Research instructions
Templates help keep research quality stable. Define what you want to know and the time range to check.
Notifications
Use Slack / Teams or another destination your team already uses.
Sharing format
Choose a format that fits the team: PDF, Word, TXT, or API output.