Compile Competitive Intelligence Reports from Web Research into SharePoint

The agent searches the web for competitor product updates, pricing changes, and press coverage, extracts structured intelligence from the top sources, and saves a formatted competitive report to a SharePoint document library for the product and sales teams.

How the workflow runs

The scenario uses specific integration tools at each step, while Metorial keeps access scoped and visible.

  1. 1

    Search for competitor intelligence

    Run targeted web searches for each tracked competitor covering product updates, pricing pages, G2 reviews, press releases, and executive announcements. Extract full content from the most relevant pages.

    • metorial-search:webSearch
    • metorial-search:getWebContent
  2. 2

    Compile the intelligence report

    Structure the findings by competitor with sections for product changes, pricing signals, market positioning, and key quotes from customer reviews.

  3. 3

    Save report to SharePoint

    Locate the competitive intelligence library on SharePoint, upload the formatted report as a dated document, and verify permissions so product and sales teams can access it.

    • microsoft-sharepoint:list_sites
    • microsoft-sharepoint:get_drive
    • microsoft-sharepoint:manage_file
    • microsoft-sharepoint:manage_permissions

Integrations used in this scenario

metorial-search

Web Search

Search for recent competitor news, product announcements, and pricing changes.

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metorial-search

Get Web Content

Extract full content from competitor blog posts, press releases, and review sites.

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microsoft-sharepoint

List Sites

Locate the product and sales SharePoint site for report storage.

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microsoft-sharepoint

Get Drives

Access the competitive intelligence document library on the site.

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microsoft-sharepoint

Manage File

Upload the formatted competitive intelligence report to the library.

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microsoft-sharepoint

Manage Permissions

Ensure the report is accessible to both the product and sales teams.

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Connected systems

Integration

Metorial Search

Search the web and fetch readable content from selected pages. Built for fast discovery and content extraction.

View Metorial Search

Integration

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

View Sharepoint

Expected outcomes

Outcome 1

Product and sales teams get a weekly competitive brief without manual research

Metorial keeps the workflow connected, governed, and traceable across the systems involved.

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Outcome 2

Competitor intelligence is centralized and version-controlled in SharePoint

Metorial keeps the workflow connected, governed, and traceable across the systems involved.

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Outcome 3

Teams act on market changes faster with timely, structured information

Metorial keeps the workflow connected, governed, and traceable across the systems involved.

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How Metorial powers this scenario

Metorial is the governed connection layer between your AI agents and the tools your company runs on. It turns workflows like compile competitive intelligence reports from web research into sharepoint into something you can deploy quickly, safely, and at scale.

Fast

Ready for your entire team

Connect 1000+ verified integrations through one Magic MCP URL instead of building and maintaining bespoke connectors for each system in this workflow.

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Secure

Guardrails on every action

Protoguard inspects every message and tool call for prompt injection and policy violations before an agent touches your systems.

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Enterprise

SSO, policies, and audit trails

Agents act on real identity under company SSO, with per-user and per-group access policies and a complete, searchable record of everything that happens.

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Team ready

Reusable across your org

Package this workflow as a skill, attach the tools it needs, and let teammates run it through Portals — governed by admins, owned by the people who do the work.

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Products behind this workflow

The Metorial products that connect, govern, and observe this scenario.

Connectivity

Integrations

Start from 1000+ verified integrations or bring your own, and give every one a governed path to your agents under existing SSO and access policies.

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Connectivity

Magic MCP

A single URL your AI client connects to. Sign in with the login you already use and your agent reaches every integration and tool you allow — no per-app setup.

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Identity

Access Control

Sign in with company SSO, set policies per user and group, and let agents act on real identity across every connected system in this workflow.

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Governance

Protoguard

Metorial’s security layer reviews every message and tool request before an agent acts — catching prompt injection and blocking anything outside your policies.

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Observability

Tracing

A complete, searchable record of everything your agents, team, and machines do across these integrations, so you can trust the workflow in production.

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Governance

Portals

Let teammates connect agents to the integrations and skills your company already uses, with admins deciding who gets access to what.

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Built for your whole team

However you adopt AI, Metorial has a path for connecting it safely.

Solution

For Agents

Give the agents behind this scenario governed access to every tool and integration they need, with one connection layer instead of bespoke glue code.

Agents solution

Solution

For Enterprise

SSO, granular access control, security review, and full audit trails so this workflow meets enterprise governance and compliance requirements.

Enterprise solution

Solution

For your Workforce

Let the people who do this work connect their own AI agents to approved integrations and reusable skills — safely, without waiting on engineering.

Workforce solution

Build this workflow with your own tools

Metorial gives teams one governed layer for connecting integrations to real production work.