Skip to content

Instantly share code, notes, and snippets.

@smartsdesign
Last active June 27, 2026 10:44
Show Gist options
  • Select an option

  • Save smartsdesign/b41adffb2ef9109c5784d47b94258bb5 to your computer and use it in GitHub Desktop.

Select an option

Save smartsdesign/b41adffb2ef9109c5784d47b94258bb5 to your computer and use it in GitHub Desktop.
Competitor Tracking Agent — Build Plan

Competitor Tracking Agent — Build Plan

Overview

An AI-powered competitive intelligence agent built in Cowork/Claude Code that monitors, analyses, and delivers actionable intelligence on Tide's competitive landscape — across both business banking/platform and acquiring.

Team: George Schmidt / Samson Muhangi Goal: Working prototype with real data.


Competitor Landscape

Business Banking / Platform

Competitor Markets Notes
Revolut Business UK, EU Broadest feature set, aggressive expansion
Starling Business UK Strong UK challenger, marketplace model
Monzo Business UK Consumer-first, growing B2B
HSBC Kinetic UK Incumbent digital play
NatWest Mettle UK Free business banking, incumbent-backed
Barclays Business UK Largest incumbent, digital push
Qonto EU (FR, DE, ES, IT) Leading EU SMB platform — key competitor for Tide's EU launch
RazorpayX India Full-stack business banking + payments, $9.2B valuation, IPO planned
Open (BankOpen) India SME neobank — current accounts, invoicing, payouts, expense management
NiYO India Business banking + employee benefits, strong blue-collar/SMB wedge

Acquiring

Competitor Markets Notes
SumUp UK, EU Low-cost card readers, expanding into business banking
Dojo UK Payments-first, strong in hospitality
Square UK, EU Ecosystem play (POS, banking, payroll)
Zettle (PayPal) UK, EU PayPal-backed, integrated with PayPal ecosystem
Worldpay UK, EU, Global Enterprise-scale, recently re-independent
myPOS UK, EU Hardware + acquiring, SMB focus
Tyl (NatWest) UK Incumbent acquiring play

Total: 17 competitors across business banking/platform and acquiring (UK, EU, India)


What the Agent Does

1. Monitor & Ingest

  • Web search for latest competitor news, product launches, funding, pricing changes
  • Scrape competitor websites for feature and pricing data
  • Process uploaded source material (PDFs, articles, press releases)
  • Track job postings as leading indicators of strategic direction

2. Analyse & Compare

  • Structured competitor profiles — one file per competitor, consistently formatted
  • Side-by-side feature and pricing comparisons (Tide vs. X)
  • Gap analysis: what competitors have that Tide doesn't, and vice versa
  • Positioning analysis: how competitors talk about themselves vs. how Tide does

3. Deliver Actionable Intelligence

  • Weekly competitive digest — executive briefing format
  • Alert on significant changes (new feature launch, pricing change, funding round, market entry)
  • Product implications: "Competitor X launched Y — here's how it affects our roadmap"
  • Marketing implications: "Competitor X is repositioning around Z — here's what that means for our messaging"

4. Maintain a Living Knowledge Base

  • All outputs are structured markdown — directly ingestible into Obsidian/knowledge base
  • [[wikilinks]] between competitor profiles, comparisons, and insights
  • Comparisons are versioned — run the same comparison monthly and track changes
  • Exportable as PDF for stakeholder distribution

Output Formats

All outputs are structured markdown files designed to be:

  • Ingestible — drop into any Obsidian/Zettelkasten knowledge base
  • Linkable[[wikilinks]] connect competitors, comparisons, insights, and tasks
  • Versionable — re-run comparisons monthly, diff the changes over time
  • Exportable — render as PDF for sharing with non-technical stakeholders
  • Actionable — every output ends with implications and recommended actions

Output Types

  1. Competitor Profiles (competitors/) — structured company profiles with threat scores
  2. Comparisons (analysis/) — side-by-side feature/pricing/positioning comparisons
  3. Weekly Digests (reports/) — executive briefing of the week's competitive moves
  4. Alerts — triggered when significant competitor changes are detected
  5. Tasks — action items extracted from analysis (e.g. "Investigate Qonto's new invoicing feature for parity")

Project Structure

competitor-intel/
├── CLAUDE.md                  ← Agent brain — instructions, role, rules
├── competitors/               ← One file per competitor (structured profiles)
│   ├── revolut-business.md
│   ├── starling-business.md
│   ├── monzo-business.md
│   ├── hsbc-kinetic.md
│   ├── natwest-mettle.md
│   ├── barclays-business.md
│   ├── qonto.md
│   ├── sumup.md
│   ├── dojo.md
│   ├── square.md
│   ├── zettle.md
│   ├── worldpay.md
│   ├── mypos.md
│   └── tyl.md
├── analysis/                  ← Comparisons and gap analyses
│   ├── tide-vs-qonto.md
│   ├── tide-vs-starling.md
│   ├── acquiring-landscape.md
│   └── ...
├── reports/                   ← Weekly digests and summaries
│   └── weekly-digest-2026-06-27.md
├── sources/                   ← Uploaded PDFs, articles, raw material
├── tasks/                     ← Action items from analysis
└── skills/                    ← Reusable agent skills
    ├── scan-competitor.md     ← Scan a single competitor for latest intel
    ├── weekly-digest.md       ← Generate weekly competitive digest
    ├── compare.md             ← Side-by-side comparison
    └── threat-score.md        ← Calculate/update threat scores

Build Phases

Phase 1: Foundation ✅

Goal: Project structure, agent brain, seeded competitor profiles

  • Create project structure in workspace
  • Write CLAUDE.md — full agent instructions
  • Create competitor profile template
  • Pre-research and seed all 17 competitor profiles with real data
  • Define threat scoring model (weighted criteria)
  • Calculate initial threat scores

Output: A populated knowledge base with 17 real competitor profiles

Phase 2: Live Intelligence Skills ✅

Goal: Working skills that pull real data and generate analysis

  • Build scan-competitor skill — web search + profile update
  • Build compare skill — side-by-side comparison generator
  • Build weekly-digest skill — executive briefing from all profiles
  • Build threat-score skill — weighted scoring model
  • Test each skill with real data (Qonto, Starling as primary test cases)
  • Verify outputs are well-formatted and knowledge-base-ready

Output: Four working skills that produce real, actionable intelligence

Phase 3: Analysis, Polish & Demo Prep ✅

Goal: Demo-ready prototype with compelling outputs

  • Generate Tide vs Qonto comparison (EU demo)
  • Generate Tide vs Starling comparison (UK demo)
  • Generate acquiring landscape comparison
  • Create first weekly digest with real data
  • Build threat score leaderboard
  • Upload and process 2-3 real source documents (PDFs)
  • Prepare 3-minute demo script
  • Prepare ROI slide
  • Dry run the demo — identify the live demo moment

Output: Complete demo-ready package


Demo Plan (3 minutes)

Minute 1: The Problem (George presents — his domain)

"Our product and marketing teams manually track ~14 competitors across business banking and acquiring. That intelligence is scattered across bookmarks, Slack threads, and people's heads. When a competitor launches something, we often find out days later — if at all. We're reactive when we should be proactive."

Minute 2: Live Demo (Samson drives)

  • Show the pre-built competitor profiles — real data, structured, linked
  • Live moment: Run scan-competitor on Qonto — agent searches the web, pulls latest news, updates the profile, flags implications for Tide's EU launch. Real-time, real data.
  • Show a pre-generated Tide vs Starling comparison — feature matrix, pricing, implications
  • Show the threat score leaderboard

Minute 3: ROI + What's Next (George presents)

  • Time saved: ~4-8 hrs/week manual research × multiple teams = 200-400 hrs/year
  • Speed: Competitor moves surfaced in hours, not weeks
  • Quality: Structured, comparable, compounding — not scattered notes
  • Scale: This is a reusable skill. Any team can deploy it for their competitive landscape. Plugs into Google Workspace Intelligence + Gemini at org level.
  • Next step: Integrate into product and marketing team workflows. Weekly automated digest. Monthly deep-dive comparisons.

ROI Summary

Metric Without Agent With Agent
Time to surface competitor move Days to weeks Hours
Research hours per week (per team) 4-8 hours ~30 min review
Annual time saved (per team) 200-400 hours
Knowledge persistence Scattered, ephemeral Structured, compounding
Cross-team visibility Siloed Shared knowledge base
Intelligence quality Inconsistent, reactive Structured, proactive

Gamification Element

  • Threat Leaderboard — competitors ranked by threat score (0-100), with movement arrows (↑↓→)
  • Red Alerts — triggered when a competitor makes a move that directly threatens a Tide product line
  • Weekly "One to Watch" — the digest highlights the single competitor that moved the most that week
  • Workshop angle: "Whose agent surfaces the most actionable insight during the build session?"

Technical Notes

  • Environment: Cowork / Claude Code (terminal)
  • Data privacy: Processing via Anthropic Enterprise — zero data retention, no training on inputs
  • GWS connectors: Currently can't connect to Drive/Docs. Workaround: export docs as PDFs, upload to Cowork manually
  • Sources: Web search (live), uploaded PDFs, manual captures
  • Output format: Structured markdown → ingestible into Obsidian or any knowledge base → exportable as PDF
  • Post-workshop: Integrate Claude Routines for scheduled weekly scans and digests

Prep Checklist

  • CLAUDE.md — full agent instructions
  • Competitor profile template
  • All 14 competitor profiles pre-seeded with real data
  • Skill definitions (scan, compare, digest, threat-score)
  • Tide vs Qonto comparison (pre-generated)
  • Tide vs Starling comparison (pre-generated)
  • Threat score leaderboard
  • Demo script (polished)
  • ROI slide content

Plan created: 27 June 2026 Status: Ready for review before implementation

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment