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Extract competitor mentions from call transcripts and set a competitor property on the deal

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Professional.

Deal23 stepsUpdated for HubSpot seat pricing
OutcomeWhen a deal reaches the evaluation stages, the competitor named by the buyer on recent calls is written to a deal property. Reps and product marketing see who they are up against without listening to recordings.
Workflow mapai-agents-018
Deal in an evaluation stage, not yet checked leads to Data Agent Research reads the last 5 call transcripts. Data Agent Research reads the last 5 call transcripts leads to Output is known. Output is known leads to No: Set unclassified, task for deal owner; Yes: Store the raw answer, stamp date. Store the raw answer, stamp date leads to Raw answer matches a tracked name. Raw answer matches a tracked name leads to Yes: Set competitor, notify owner with battlecard; None or other: Set none mentioned or other. No Yes Yes None or other Deal in an evaluation stage, not yet checked Data Agent Research reads the last 5 call transcripts Output is known Set unclassified, task for deal owner Store the raw answer, stamp date Raw answer matches a tracked name Set competitor, notify owner with battlecard Set none mentioned or other
Deal in an evaluation stage, not yet checked leads to Data Agent Research reads the last 5 call transcripts. Data Agent Research reads the last 5 call transcripts leads to Output is known. Output is known leads to No: Set unclassified, task for deal owner; Yes: Store the raw answer, stamp date. Store the raw answer, stamp date leads to Raw answer matches a tracked name. Raw answer matches a tracked name leads to Yes: Set competitor, notify owner with battlecard; None or other: Set none mentioned or other. No Yes Yes None or other Deal in an evaluation stage, not yet checked Data Agent Research reads the last 5 call transcripts Output is known Set unclassified, task for deal owner Store the raw answer, stamp date Raw answer matches a tracked name Set competitor, notify owner with battlecard Set none mentioned or other

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

When to use it, when not to

Use it

  • Use it when calls are recorded and transcribed in HubSpot, and the Competitor field on deals is empty most of the time because reps do not fill it.
  • Use it when you have a known, short list of competitors. The spec maps free text to a fixed dropdown, so reports stay clean.
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Skip it

  • Do not use it without transcripts. "Data Agent: Research" reads property fields or the 5 most recent call transcripts of the record. Meetings held on a tool that does not write transcripts to HubSpot give it nothing to read.
  • Do not use it as a compliance record of what was said. It is a pointer for the rep. The transcript stays the source.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 9 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 23 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 6

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 15 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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