The workflow
1
Trigger: something changes
A competitor announces a new product, raises funding, changes pricing, or hires a notable exec. You notice, or Cortex catches it via trigger event monitoring.
2
Cortex: full competitive deep-dive
3
Canvas: comparison table rendered
Comparison table canvas generated inline — your product vs the competitor, feature by feature, price by price. Export as PDF for the team.
4
Memory saved with tags
Research saved to memory:
["competitive", "hubspot", "ai-feature", "2026-04"].Now available to every agent in every future session.5
Every agent uses it
Striker: References the competitive research when handling “we already use HubSpot” objections. Cites the specific gap identified.Pulse: Uses the competitive angle for content: “Here’s what HubSpot’s new AI feature actually does (and what it doesn’t).”Cortex: Pulls the memory as baseline for meeting prep when HubSpot is mentioned.
6
Refresh when needed
Re-run competitive analysis when the competitor releases an update, raises another round, or changes pricing. Memory updates. All agents use the fresh intel automatically.