Deal Competitor Tracker

AI battle cards for every competitive deal — triggered from your CRM.

Generate battle cards with talk tracks and objection handlers when a competitor is identified on a deal. Pipedrive Trigger fires per-event when competitor field is set/updated. Researcher (the analysis model + web_search) researches across 6 dimensions. Analyst (the primary reasoning model) generates comprehensive battle card with CTL scoring. Formatter generates Notion battle card page + Slack alert + Pipedrive deal note. We designed this after a deal was lost to a competitor whose name appeared in three email threads that nobody flagged. The tracker monitors deal communications for competitive mentions and surfaces them to the rep.

Last updated March 16, 2026

The average B2B deal cycle has extended to 75+ days, with 40-60% of qualified pipeline stalling before close. Sales managers cannot inspect every deal daily. Automated deal intelligence surfaces risk signals — competitor mentions, sentiment shifts, stakeholder disengagement — before they become lost deals.

triggerPipedrive01FetcherDeal Context02Researcher6 Dimensions03AnalystBattle Card04Formatter3 OutputsNotionCardSlackAlertPipedriveNote

Five Agents. Six Dimensions. Per-Deal Battle Cards.

Fetcher

Step 1 — Fetcher

Pipedrive Trigger + Code

Pipedrive Trigger fires when the competitor field is set or updated on a deal, or manual Webhook for on-demand analysis. Config Loader reads COMPETITOR_FIELD_NAME, INCLUDE_PRICING_COMPARISON, NOTION_DATABASE_ID, SLACK_CHANNEL. Fetcher extracts deal context: deal ID, title, value, stage, organization, contact, and competitor name from the configured custom field.

Researcher

Step 2 — Researcher

Tier 2 Classification + web_search

What does Researcher actually decide? the analysis model with web_search researches the named competitor across 6 dimensions: pricing comparison, feature gaps, market positioning, recent momentum, known weaknesses, and switching barriers. Each dimension gets preliminary CTL scoring (1-10) with source URLs. INCLUDE_PRICING_COMPARISON toggle excludes pricing dimension when set to false.

Analyst

Step 3 — Analyst

Tier 1 Reasoning

This step exists because raw data alone is not enough. the primary reasoning model generates a detailed battle card: executive summary, per-dimension analysis with CTL scores (1-10), aggregate CTL classification (HIGH/MEDIUM/LOW), 3-5 talk tracks tied to research evidence, objection handlers with acknowledge-bridge-differentiate pattern, win themes, and competitive landmines. All contextualized to the specific deal stage and value.

Formatter

Step 4 — Formatter

Tier 2 Classification

Without this step, upstream analysis sits idle. the analysis model generates three outputs: Notion battle card page (executive summary callout, per-dimension sections with CTL badges, talk tracks, toggle-block objection handlers, win themes, landmines), Slack Block Kit alert (aggregate CTL + top risks + primary talk track), and Pipedrive deal note (compact battle card summary with Notion link).Our external cost analysis used the wrong model's pricing. Now every published cost figure comes from ITP measurements, not calculated estimates.

That's the full pipeline. Here's what it intentionally does NOT do — and why those boundaries exist.

What It Does NOT Do

×

Does not monitor competitor pricing trends over time — that is what Competitive Pricing Intelligence does

×

Does not diagnose stalled deals — that is what Deal Stall Diagnoser does

×

Does not score deal health signals — that is what Deal Intelligence Agent does

×

Does not modify your Pipedrive deals or competitor data — read-only competitive intelligence with Notion, Slack, and deal note output

×

Does not batch multiple competitors per deal — generates one battle card per competitor per deal event

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Does not filter competitors by CTL score — all competitors receive full battle cards regardless of threat level

With those boundaries clear, here's everything that ships when you purchase.

The Complete Customer Success Bundle

7 files.

CHANGELOG.md — Version history
README.md — Setup and configuration guide
deal_competitor_tracker_v1.0.0.json — n8n workflow (main pipeline)
docs/TDD.md — Technical Design Document
system_prompts/analyst_system_prompt.md — Analyst system prompt
system_prompts/formatter_system_prompt.md — Formatter system prompt
system_prompts/researcher_system_prompt.md — Researcher system prompt

The technical specifications below are ITP-measured, not estimated.

Tested. Measured. Documented.

Every metric is Independent Test Protocol (ITP)-measured. The Deal Competitor Tracker generates battle cards with talk tracks and objection handlers when a competitor is identified on a deal — 6-dimension analysis via the analysis model + web_search, battle card reasoning via the primary reasoning model at $0.48/deal.

Agent Architecture

Config Loader (code-only) → Fetcher (code-only) → Researcher (Sonnet 4.6 + web_search) → Analyst (Opus 4.6) → Formatter (Sonnet 4.6)

Required Credentials

Pipedrive (pipedriveApi), Anthropic API (anthropicApi), Notion (httpHeaderAuth), Slack (httpHeaderAuth)

Bundle Contents

7

Cost per Deal

$0.48/deal (ITP-measured)

n8n Compatibility

2.7.5

Tested on n8n v2.7.5, March 2026

Deal Competitor Tracker v1.0.0 — Technical Reference━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━Architecture: 24 n8n nodes, 5 agents (Fetcher → Researcher → Analyst → Formatter)Trigger:      Pipedrive (deal field update) or manual WebhookInput:        Deal context + competitor name from Pipedrive custom fieldIntelligence: Sonnet 4.6 (6-dimension research + formatting), Opus 4.6 (battle card reasoning)Output:       Notion (battle card page) + Slack (CTL alert) + Pipedrive (deal note)Cost:         $0.48/deal (ITP-measured)ITP:          20 records, 14/14 milestones PASSBQS:          12/12 PASSTool A:       Pipedrive (trigger + deal note via pipedriveApi)Tool B:       Notion (output — battle card page via httpHeaderAuth API)Tool C:       Slack (output — CTL alert via httpHeaderAuth API)Intelligence: 6-dimension CTL taxonomy + DUAL-MODEL PER_RECORD patternCost Value:   0.48

What You'll Need

⚠ Data Source Dependency

Uses Anthropic web_search tool per competitor for 6-dimension research across pricing, features, reviews, news, and market positioning. Research quality depends on competitor web presence.

Platform

n8n 2.7.5+

Est. Monthly API Cost

$9.60/month (20 deals/month) + Pipedrive/Notion/Slack included tiers

Credentials Required

  • ▪Anthropic API
  • ▪Pipedrive (pipedriveApi)
  • ▪Notion (httpHeaderAuth, Bearer prefix)
  • ▪Slack (httpHeaderAuth, Bearer prefix, chat:write scope)

Services

  • ▪Pipedrive account (pipedriveApi credential, custom competitor field on deals)
  • ▪Notion workspace (integration token with Bearer prefix)
  • ▪Slack workspace (Bot Token with chat:write scope)
  • ▪Anthropic API key

Setup Track

Quick Start

~15 min

All credentials live, n8n running

Full Setup

1–2 hrs

Needs API config + tables

From Scratch

2–4 hrs

No n8n, no credentials

Deal Competitor Tracker v1.0.0

$199

one-time purchase

What you get:

  • ✓ITP-tested 24-node n8n workflow — import and deploy
  • ✓Pipedrive Trigger fires per-event when competitor field is set/updated on a deal
  • ✓Manual Webhook for on-demand competitor analysis with deal ID
  • ✓6-dimension competitive research via the analysis model + web_search (pricing, features, positioning, momentum, weaknesses, switching barriers)
  • ✓Detailed battle cards via the primary reasoning model with CTL scoring (1-10), talk tracks, objection handlers, win themes, and landmines
  • ✓Notion battle card page with executive summary, per-dimension CTL sections, and toggle-block objection handlers
  • ✓Slack Block Kit alert with aggregate CTL score and top competitive risks
  • ✓Pipedrive deal note with compact battle card summary and Notion link
  • ✓Configurable: competitor field name, pricing comparison toggle, Notion database, Slack channel
  • ✓DUAL-MODEL architecture: the analysis model for research + formatting, the primary reasoning model for battle card reasoning
  • ✓ITP 20 records, 14/14 milestones, $0.48/deal measured
  • ✓All sales final after download

Frequently Asked Questions

How does it differ from Competitive Pricing Intelligence?+

Complementary products covering different competitive intelligence needs. CPI monitors competitor pricing trends weekly across multiple competitors — pricing signals, significance scoring, strategic recommendations. DCT generates per-deal battle cards for a specific competitor — 6-dimension CTL scoring, talk tracks, objection handlers, win themes.

What are the six battle card dimensions?+

pricing_comparison — how competitor pricing compares to yours. feature_gap — features competitor has or lacks relative to deal requirements. market_positioning — target segments, messaging, analyst coverage.

What is the CTL score?+

Competitive Threat Level (CTL) is scored 1-10 per dimension and as an aggregate. HIGH (8-10) indicates a strong competitive threat requiring immediate preparation. MEDIUM (5-7) indicates moderate competition with exploitable weaknesses.

Why does the Analyst use Opus instead of Sonnet?+

The Analyst generates detailed battle cards requiring strategic reasoning: synthesizing 6 dimensions of research into actionable talk tracks, anticipating objections based on competitor strengths, formulating win themes, and identifying competitive landmines. This requires the reasoning depth of the primary reasoning model. The Researcher uses the analysis model because per-dimension research is a classification task, not a strategy task.

What triggers a battle card?+

Two trigger modes: (1) Pipedrive Trigger fires automatically when the competitor custom field on a deal is set or updated. This means battle cards are generated the moment a sales rep identifies a competitor. (2) Manual Webhook for on-demand analysis — send a POST request with deal ID and competitor name for instant battle card generation.

Can I exclude pricing comparison from the analysis?+

Yes. Set INCLUDE_PRICING_COMPARISON to false in the Config Loader. When disabled, the pricing_comparison dimension returns null and only 5 dimensions are scored.

What outputs are generated?+

Three outputs for every competitor: (1) Notion battle card page with executive summary, per-dimension CTL sections, talk tracks, toggle-block objection handlers, win themes, and landmines. (2) Slack Block Kit alert with aggregate CTL, top risks, and primary talk track. (3) Pipedrive deal note with compact summary and link to the full Notion battle card.

Does it use web scraping?+

Yes. The Researcher uses Anthropic web_search tool to investigate competitor pricing pages, feature directories, review sites (G2, Capterra), news, and migration documentation. Research quality depends on competitor web presence and Anthropic web_search coverage.

Is there a refund policy?+

All sales are final after download. Review the Blueprint Dependency Matrix and prerequisites before purchase. Questions?

Read the full guide →

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