Quarterly battlecard refresh

Sales / AUTOMATE.md

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

This is the whole automation. Run it as it is, or change any word, including the tools it names.

  • Current comparisons
  • Claims tied to a source

How it runs

  1. 1. Starts

    Every first Monday of the quarter

  2. 2. Reads

    battlecards

  3. 3. Delivers to

    Email

  4. 4. You decide

    Approve each time, or let the steps you trust run. Your choice.

Why sales teams set this up

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 Half the claims are out of date, a few are exaggerated, and the comparison that actually mattered was never written down.

See the whole job: Competitive battlecard updates

Use it as is. Or make it yours.

Edit it the way you would edit a note to a colleague. It follows the new version from the next run.

  • Change when it runs

    Move it to another day or time, or start it when something arrives, like a new email.

  • Add your own rules

    Limits, exceptions and what good looks like go in the same file, in plain words.

  • Decide what waits for you

    Mark the steps that need your OK, and let the rest run.

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.

Quarterly battlecard refresh

Approve before it sends the email?

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.

Other setups for the same job.

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

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