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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

  1. 01Define the decision the research needs to support.
  2. 02Gather approved public sources and internal context.
  3. 03Extract facts, compare claims, and flag uncertainty.
  4. 04Organize the evidence around the decision, not a pile of notes.
  5. 05Have a person review sources, assumptions, and implications.
  6. 06Save the brief and schedule the next review point.

Where AI and people fit

Where AI helps

AI can search, compare, summarize, and draft a source-aware brief while keeping claims tied to the material it used.

Where a human approves

A strategy or product owner reviews the evidence and decides what it means for the business.

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.

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