Competitive Intel

Competitive Mention Alert with Battlecard Routing

When a prospect or customer email mentions a competitor by name, this workflow flags it to the assigned rep in Teams, attaches the relevant battlecard from SharePoint, and logs the competitive mention in the CRM opportunity record.

Automated
Beginner
0 min — alert fires automatically on email detection
Power Automate or Zapier, Outlook or Gmail, SharePoint or Google Drive, Teams or Slack

This workflow is part of Pro

The full trigger setup, the step-by-step build, and every prompt it uses are included with Promptifi Pro.