Welcome to our video tutorial on creating a topic based competitive intelligence report and email digest! In this video, we'll walk covering the following steps:
Step 1: Creating an automation workflow to segment and tag the topic based insights, saving you valuable time and effort.
Step 2: Next, we'll dive into the Collect feed, where we'll demonstrate how to create a saved filter. This filter will include all the tagged insights related to your chosen topic, making it easy to access the information you need with just a few clicks.
Step 3: Finally, we'll guide you through the process of creating a report and an email digest pointing to the new topic based filter.
To access the video, just click on the image below.
By following the above steps, you will easily share curated insights with your team, fostering better decision-making and collaboration.
We really hope you found this video useful! If you have any questions or need help, just reach out to your Customer Success Manager.