Automation · Operations and reporting
Research a competitor with Perplexity and save the report with sources in Notion
An AI agent researches a competitor with Perplexity, compares it with your criteria and saves the report with its sources in Notion.
How do I quickly build a competitor report with sources and keep it saved for the team?
You write to your Met on WhatsApp the competitor's name and what you want to know: prices, offer, recent news. The Met runs a web search to find their site and news, settles specific doubts with a quick question, asks for an in depth research with citations and, if you gave it criteria, reasons step by step about how they compare with your business. Then it finds your team's reports database in Notion and creates a page there with the summary, the comparison and each source's link. It sends you back on WhatsApp the short summary and the link to the page.
What starts it
When someone asks for it
It starts when someone on the team asks the Met to research a competitor or a supplier. Each report runs on request and spends Perplexity API credits.
A manual task: someone on the team runs it with a button, or asks the Met for it in chat.
Who runs it
Analytics Met that researches with sources
This is not a named, seeded Met. It is an internal Met with Perplexity and Notion connected: its work ends when the report with sources is in Notion and you get the summary, or when it tells you what it could not verify.
Channels: WhatsApp
What you need connected
- Perplexity Research and analyze
- Notion Automate and collaborate
5 steps · 6 tools
The procedure, step by step
Each step shows the tool that runs. They belong to the real connector: if one of them stopped existing, this page would not build.
- 1
Find the competitor on the web
The Met searches the web for the competitor's name and keeps their site, social profiles and recent news, with each result's link to cite it later.
- 2
Settle the specific doubts
For concrete facts, such as which cities they serve or whether they have a free plan, the Met asks quick questions with live search instead of asking for a full research.
- 3
Ask for the in depth research
The Met asks for an in depth research on the competitor's offer, published prices and positioning. It is the tool for complex topics and returns an analysis with citations.
- 4
Compare them with your business
If you gave it criteria, such as price, coverage or delivery times, the Met reasons step by step about how the competitor compares with your business and makes clear where each point comes from.
- 5
Save the report in Notion
The Met finds in Notion the reports database your team named and creates a page with the summary, the comparison and the source links. It sends you the short summary and the link on WhatsApp.
Before you start
What you need ready
The Met solves none of these for you. If one is missing, the automation stops there.
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Perplexity connected with API credits
In Met, open Connections → Perplexity → Connect, sign in and choose the API organization that pays for the queries. It needs Perplexity API credits.
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Notion connected with page creation on
In Met, open Connections → Notion → Connect with an account that sees the reports database. The admin leaves page creation on.
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An internal Met your team writes to
A Met with Perplexity and Notion enabled and a WhatsApp line your team uses to write to it. It is an internal task, not a customer conversation.
The limits
What this automation does NOT solve
Better said here than discovered halfway through the rollout.
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It does not see what the competitor does not publish. The research comes from the public web: private prices or customer deals do not show up.
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It does not guarantee every source is correct. The report includes the links so your team can check the important claims before deciding.
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It does not ask for confirmation in the chat before creating the page in Notion: if the action is on, it creates it. The admin decides which writes stay on.
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It is not free. Every search, question, research and reasoning spends Perplexity API credits, at standard Perplexity API pricing.
FAQ
Questions about this automation
Yes. Without the last step, the Met replies on WhatsApp with the summary and the sources. Saving it in Notion helps the team find it later.
Perplexity does not publish a fixed time. Search and the quick question are for specific facts; in depth research is for complex topics that need an analysis with citations.
Yes. The procedure is the same: you change the questions and the comparison criteria, for example delivery times or payment terms.
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Want this automation running on your own data?
We will show it to you with your accounts connected, not with a canned demo.