Competitive Mention Alert with Battlecard Routing

When a prospect or customer email contains a competitor name from your defined list, instantly alert the rep with the email preview and pull the matching battlecard from your document library. The rep gets the competitive intelligence before they respond, not after.

Trigger: Inbound email from a prospect or customer contains a keyword from your competitor list

Steps:

1. Email monitoring connector scans inbound emails for keywords (competitor names)
2. On match: capture sender, subject, and email preview
3. Send Teams or Slack alert to the account owner
4. Include direct link to the relevant battlecard in SharePoint, Google Drive, or Notion
5. Optionally: log the competitive mention as a CRM activity on the opportunity record

Alert format: " Competitor Mention: [Competitor] mentioned by [Sender] at [Company]. Email: [Subject]. Battlecard: [link]. Respond before they do."

Tools: Power Automate or Zapier, Outlook or Gmail connector, SharePoint or Google Drive, Teams or Slack