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Strategy · Competitor research

RelayBrand & growth strategy

A weekly competitor brief from public ads, pages and search data

Competitor research is the job everyone agrees matters and nobody has time for on a Thursday. This playbook sets up a workflow that checks public sources every week and a Relay that sends a short brief on what changed and why it matters.

Valnora & Elric team6 min read

Format
Playbook
Steps
6
Solution
Relay
Parts used
5
RelaysTablesKnowledge BaseChatWorkflows

Most brand teams check competitors when something forces them to: a sales call where a prospect mentions a cheaper rival, or a founder who saw an ad on the weekend. By then the price cut is two weeks old. A steady weekly brief beats a scramble, and it is the kind of work an AI coworker can do well if you set clear limits.

This playbook builds two pieces. A scheduled workflow checks public sources once a week and records what changed in a table. A Relay called Competitor Watch reads that table every Monday and drafts a short brief on what changed and what it means for you. A strategist approves the brief before it is sent.

How it works

From public sources to a weekly brief

A workflow runs on a weekly schedule. It checks competitor websites, public ad libraries, search data and public videos and records each change in a table. A Relay reads the table and drafts an email brief that a strategist approves before it goes out.

Workflow · Weekly collection

  1. 01Schedule blockSunday night, so the table is ready for Monday.
  2. 02Sites and ad librariesBrowser Use visits competitor sites and public ad libraries, signed out.
  3. 03Pricing and launch pagesFirecrawl and Exa read pricing pages, launch posts and news.
  4. 04Search and videoSemrush or Ahrefs for paid and organic keywords; YouTube for public videos.
  5. 05Changes tableA Table block adds one row per change: competitor, source, what changed, link, date seen.

Relay · Competitor Watch

  1. 06Weekly scheduleMonday 07:00 in your time zone, after the workflow has run.
  2. 07Your positioningYour pricing, messaging and roadmap notes, to judge what matters.
  3. 08Reads the changesReads this week’s rows and can check a source with web search, web fetch or its browser.
  4. 09Brief approvedThe email goes to the team only after the strategist approves it.

Set the ground rules first

Write the ethics into the workflow’s notes and the Relay’s instructions before anything runs. These are the rules most teams agree on:

  • Public information only. Pages anyone can see without signing in, public ad libraries, and reports from SEO tools you pay for.
  • Respect each site’s terms. If a site’s terms or robots rules say no automated access, take it off the list and check it by hand.
  • No logging in. Nothing in the setup creates accounts on competitor sites, never signs in as anyone, and never tries to get past paywalls or bot checks.
  • No copying creative. The brief describes what a competitor says and where. It does not reproduce their ads or copy for reuse.

Keep these rules in the Relay’s instructions, and in your positioning note in the Knowledge Base, so anyone reviewing the setup can read them.

List the sources per competitor

Pick three to six competitors. For each, list the main site, pricing page, launch or news page, YouTube channel and the public ad library pages to check, such as the Meta Ad Library and the Google Ads Transparency Center. Put the list in a small sources table the workflow reads.

Choose a tool for each kind of source

Each source type suits a different integration. A Relay can call the ones on its allowlist directly, but a weekly sweep is easier to review as a workflow, so collection lives there and the Relay uses the same tools for follow-up checks.

  • Browser Use runs a cloud browser that visits pages and acts on them like a person would. Use it for ad libraries and pages that need clicks or filters to show results. It is billed per task, so keep the list tight.
  • Firecrawl scrapes or maps a site, which suits pricing pages and launch pages you check every week. Exa searches the web and finds similar pages, which catches launches and coverage you did not know to look for.
  • Semrush and Ahrefs give read-only reports on a competitor’s paid and organic keywords, top pages and backlinks. A competitor that starts bidding on your brand name shows up here first.
  • YouTube search and channel video lists cover public videos and their comments.

For Instagram, keep to what is public. Your own account insights from the Instagram integration give a baseline to compare against. For competitor posts, have the team add links they have seen to the changes table, rather than scraping profiles.

Schedule the workflow and the Relay

Start the workflow with a Schedule block, for example Sunday night. An Agent block compares what the blocks return with last week’s rows in a changes table in Tables, and a Table block adds only real changes: competitor, source, what changed, link and date seen. A price that moved, a new product page, a new run of ads or a new keyword cluster all count. A redesigned footer does not.

Give the Relay a weekly schedule after that, for example Monday 07:00 with your time zone, and bind the changes table to it. It reads the new rows and, where a row needs context, uses web search, web fetch or its cloud browser to look at the public page. Under Observe it can only look.

Write the brief around what it means

What the solution produces

Weekly brief: what changed and what it means (illustrative)

Memo

Competitor A cut the price of its starter plan from ₹999 to ₹799 a month on Thursday. The pricing page and two new ads in the public ad library both lead with the new price.

Competitor B launched a gifting range. Their product pages went live on Tuesday and three short videos went up on their YouTube channel.

Competitor C started bidding on our brand name in paid search, according to this week’s Semrush paid keyword report.

What it means for us: expect price questions in sales calls this week. Worth deciding whether to respond on price or on bundle value, and whether to defend our brand terms.

Sources are linked in the changes table. Nothing here comes from logged-in or private pages.

Draft email from the Competitor Watch Relay · waiting for the strategist

Ask for a short brief: what changed, with a link to the source, then two or three lines on what it means for you, judged against your positioning note. The Relay drafts it as an email. Relays never send email without an approval, under any autonomy level, so the strategist reads it, edits it and approves. Keep the recipient policy on internal only, the default, so the brief cannot reach anyone outside the company.

Controls and governance

Approvals before action

Relays never send email or book meetings without an approval, under any autonomy setting. An approval covers the exact payload the reviewer saw and expires if nobody decides.

Audit trail

Proposals, approvals, declines and executed actions are written to the workspace audit log, which admins can export.

Roles and permission groups

Admin, write and read roles per workspace, plus permission groups that limit which models, blocks and integrations a team can use.

Run logs

Every workflow run records each block’s inputs, outputs and errors, so a reviewer can trace how a result was reached.

Bring your own keys

Use your organisation’s own model provider keys at organisation or workspace level.

More on how Agent Serve handles access, data and audit on the security page.

Review the first month by hand

For the first four weeks, have the strategist check every row in the changes table against the source. Remove sources that produce noise and add ones the team kept checking by hand. Once the brief is trusted, use it to steer creative production and the commentary in client reports.

Questions teams ask

Can this setup log into a competitor’s account or a paid tool on their side?

It should not, and the instructions should say so. The workflow reads public pages signed out, plus your own Semrush or Ahrefs reports, and the Relay reads only the table and public pages. Neither creates accounts, signs in as anyone, or tries to get past paywalls or bot checks.

Can we copy a competitor’s ad that is working?

No. The brief describes what competitors are saying and where. Your team decides how to respond with its own ideas. Copying another brand’s creative or copy is out of scope and may infringe their rights.

Does the Relay post the brief to Slack?

Relays send email and report back in their own chat with a notification. They do not post to Slack or WhatsApp themselves. If the team wants the brief in a channel, forward it there, or allow the Relay to run a workflow that posts it.

Sources

Written by the Valnora & Elric team.

Figures, dashboards and sample outputs in this article are illustrative examples, not customer results. This article is for information only and isn't legal or regulatory advice.

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