KNOW / WORKFLOW
Build a source-aware competitive brief
Compare public signals, company knowledge, and product evidence to prepare a decision brief that a team can inspect and reuse.
The problem
Competitive research is often repeated from scratch, mixes fact with assumption, and loses the sources behind the conclusion.
The current manual process
Someone searches the web, reads product pages and reviews, copies notes into a document, and writes a conclusion that may be difficult to update later.
The workflow
- Define the decision the research needs to support.
- Gather approved public sources and internal context.
- Extract facts, compare claims, and flag uncertainty.
- Organize the evidence around the decision, not a pile of notes.
- Have a person review sources, assumptions, and implications.
- Save the brief and schedule the next review point.
Where AI and people fit
Where AI helps
Where a human approves
Tools involved
- Approved web research
- Docs
- Company knowledge
- Analytics or data warehouse
Expected outcome
Research that is easier to inspect, update, and turn into a decision or follow-up workflow.
Known limitations
Public sources are incomplete and can reflect positioning rather than reality. The brief is decision support, not ground truth.
Run it in Operic
Start by mapping the inputs, owner, tools, authority, and finish line. Build the AI and software steps around that process, run it on real work, and prove the result before making it a repeatable system.
Build this workflow around your business.
Join the early access list and tell us what the current process looks like.

