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Automation Workflow Use Cases

Written by Kim Megaw
Updated over a year ago

Real-time Alerts

Use this trigger if you want to receive an email every time there is a new pricing update from your tier 1 competitors. Alerts can also be delivered through Slack or Microsoft Teams.

Alerts can be set for insights collected by Kompyte (Collect based) or changes made to a competitor trait (Trait based)

1. Select Collect Based or Trait Based

  • Automated updates gathered with Kompyte

  • User changes made to a competitor profile

2. Set your alerts configuration

  • If this is for all competitors, do not set competitors

  • If your alert is for a specific company(s), set companies

  • Set alert for keywords found in the title or description 

3. Set If/Then branch if you wish to segment the updates further

  • Segment by additional alert configuration, for example by saved filter (source)

4. Set your method of alert

  • Email: add all email addresses for alert

  • Integration: select integration and channel, i.e. Slack or Microsoft Teams

Update a Competitor Report/BattleCard/Profile

Start by creating a Competitor Report/BattleCard/Profile and including the relevant Traits to the asset. Next create an automated workflow that will update the owner of the asset to review the relevant insight. 

Select a Collect Based workflow

  • Automated updates gathered with Kompyte

Set your alerts configuration

  • If this is for all competitors, do not set competitors

  • If your alert is for a specific company(s), set companies

  • Set alert for keywords found in the title or description 

Pin the insight to a specific Competitor trait. 

  • Every asset that contains that specific trait will be pinned. Once an insight is pinned, the owner will receive a task for review in the Automation Hub, and the report will display a pin icon for review. 

Categorize Insights and Build Automated Insight Reports

Use this trigger to automatically TAG the update with a given tag at the same time. Tagged insights can be added to automated reports. To create an automated report, configure an Insight report for whichever set of tags you wish from the Report hub:

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