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 (Sonnet 4.6 + web_search) researches across 6 dimensions. Analyst (Opus 4.6) generates comprehensive battle card with CTL scoring. Formatter generates Notion battle card page + Slack alert + Pipedrive deal note.
Five Agents. Six Dimensions. Per-Deal Battle Cards.
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.
Step 2 — Researcher
Tier 2 Classification + web_search
Sonnet 4.6 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.
Step 3 — Analyst
Tier 1 Reasoning
Opus 4.6 generates a comprehensive 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.
Step 4 — Formatter
Tier 2 Classification
Sonnet 4.6 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).
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
Does not filter competitors by CTL score — all competitors receive full battle cards regardless of threat level
The Complete Customer Success Bundle
7 files — workflow JSON, 3 system prompts, TDD, and complete documentation.
Tested. Measured. Documented.
Every metric is 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 Sonnet 4.6 + web_search, battle card reasoning via Opus 4.6 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
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:
- ✓Production-ready 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 Sonnet 4.6 + web_search (pricing, features, positioning, momentum, weaknesses, switching barriers)
- ✓Comprehensive battle cards via Opus 4.6 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: Sonnet 4.6 for research + formatting, Opus 4.6 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. CPI feeds your pricing/strategy team with market-wide intelligence; DCT feeds your sales reps with tactical per-deal competitive preparation.
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. recent_momentum — funding rounds, customer wins, product launches, hiring velocity from last 90 days. known_weaknesses — customer complaints from review sites, churn signals, documented product gaps. switching_barriers — data migration complexity, contract lock-in patterns, integration dependencies.
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. LOW (1-4) indicates minimal threat. CTL is informational — all competitors receive full battle cards regardless of score.
Why does the Analyst use Opus instead of Sonnet?+
The Analyst generates comprehensive 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 Opus 4.6. The Researcher uses Sonnet 4.6 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. Useful when competitor pricing data is sensitive, unreliable, or not relevant to the deal.
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. Competitors with limited online presence produce lower-confidence CTL scores.
Is there a refund policy?+
All sales are final after download. Review the Blueprint Dependency Matrix and prerequisites before purchase. Questions? Contact support@forgeworkflows.com before buying. Full terms at forgeworkflows.com/legal.