Competitive battlecard updates

Keep one short, sourced comparison per competitor and put the answer inside the live call.

macOS — coming soonSee the 2 automations
Sales / AUTOMATE.md

When a competitor comes up on a sales call, post the deal name, the objection quoted, and the battlecard line that answers it.

Ready-made: Competitor mention alert

The job, and what good looks like.

When a competitor shows up in a deal, reps improvise from whatever the last person happened to say about them. Half the claims are out of date, a few are exaggerated, and the comparison that actually mattered was never written down. That is usually where the deal is lost. This workflow keeps one short card per competitor and keeps it honest. It scans call transcripts and notes for competitor names, pulls the objection the buyer actually raised, and matches it to the line on the card that answers it. Claims that cannot be traced to a source are marked for review rather than left in place. Cards nobody has touched in a quarter are listed with their owner. A human still confirms every factual claim before the card goes back in front of reps. The result is one current comparison per competitor and an answer available while the buyer is still talking.

When it is handled

  • One current card per competitor
  • Every claim tied to a source
  • Objections answered inside the call
  • Fewer losses decided from memory

Works with tools like

  • Gong
  • ZoomInfo
  • Clari
  • LinkedIn Sales Navigator
  • Salesforce

Ready-made automations. Pick the one that fits.

Each one is a plain-language document. Run it as it is, or change the timing, the rules and the tools to match your team.

Competitor mention alert

When a competitor comes up on a sales call, post the deal name, the objection quoted, and the battlecard line that answers it.

When a competitor is named on a recorded call

Quarterly battlecard refresh

On the first Monday of the quarter, pull the battlecards older than 90 days, list the claims that changed, and email the owners.

Every first Monday of the quarter

You stay in charge.
At every step.

It does the legwork. You decide what reaches a customer.

  • Nothing reaches a customer unasked

    Replies and follow-ups wait in your drafts until you send them, or until you pre-approve them.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Only the CRM and inbox you allow

    Each automation reaches only the apps and folders you connect for it.

Competitor mention alert

Approve before it posts in Slack and saves the document?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Your CRM's workflow rules

Updating fields and assigning records the same way every time.

They can't read a call, research a company or write a follow-up that sounds like you.

Flowchart automation tools

Moving data between apps at high volume.

Every exception becomes another branch someone has to build and maintain.

AI chat assistants

Drafting a reply when you ask for one.

Nothing happens until you come back and ask again, and the routine lives in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Related workflows.

Win-loss insight capture

Turn every closed deal, won or lost, into a written reason with the evidence attached, so the pattern is visible instead of guessed at.

Write your own

Discovery prep pack

Arrive at a discovery call with the stakeholders mapped, the questions already answered, and the gaps worth spending the limited time on.

1 automation

Quote and proposal versioning

Keep one current quote per opportunity, with every discount and approval attached to it.

3 automations

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon