Playbook

Workflow Playbook

Client Problems. Demo-Ready Solutions.

Every workflow below uses features that are built, working, and demoable today. Real problems. Real screens. Real value.

11
Workflows

2
Segments

7
Dashboards

From Pain Point to Live Demo

Select a segment. Click any workflow to see the client pain, the GWM solution, and the demo beat that closes the deal.


Competitive Intelligence Workflows

For mid-market teams that need enterprise-grade competitive intelligence without enterprise overhead. Monitor competitors, generate SWOTs, deliver executive briefings — all automated.

1
Client Pain
“What are my competitors doing?”

The Problem

Manual checking of competitor websites. Things slip through. Team finds out about competitor moves from customers, not from their own intel.

GWM Workflow

1

Open Changes Dashboard (index.html)

2

Filter to last 7 days

3

AI-analyzed changes appear with importance scores (1–10)

4

High-importance items (8+) flagged automatically

5

Click any change → full AI analysis of what changed and why it matters

Demo Beat

“This change on Competitor X’s pricing page scored a 9. Here’s what the AI found…”

Changes Dashboard
Email Digest
AI Analysis

2
Client Pain
“How do we stack up against [specific competitor]?”

The Problem

Sales is in a deal against Competitor X. They need positioning ammo. Today they Google around and guess.

GWM Workflow

1

Open SWOT Analysis (swot-analysis.html)

2

Select your company as Subject

3

Select Competitor X as comparison

4

Four quadrants populate: Strengths, Weaknesses, Opportunities, Threats

5

Each item has confidence scores and evidence links

6

Export to PDF → hand to sales team

Demo Beat

“Here’s a head-to-head SWOT you can hand to your sales rep in 30 seconds.”

SWOT Analysis
PDF Export
Evidence Chain

3
Client Pain
“Give me the market landscape overview”

The Problem

Board meeting or QBR coming up. Need a market snapshot that isn’t 3 weeks stale.

GWM Workflow

1

Open Market Dashboard (market-dashboard.html)

2

Overview tab → TAM, CAGR, company count

3

Feature Comparison tab → multi-company feature matrix

4

Radar Plots tab → spider charts comparing capabilities

5

Strategic Insights tab → AI-generated per-company analysis

Demo Beat

“This is your entire competitive landscape in one screen, updated every time the pipeline runs.”

Market Dashboard
Radar Plots
Feature Comparison

4
Client Pain
“Show me how our market connects”

The Problem

New exec, new board member, or new investor needs to understand the competitive space quickly. Walls of text don’t work.

GWM Workflow

1

Open 3D Force Graph (3d-force-graph-fixed.html)

2

Companies appear as nodes, relationships as links

3

Filter by entity type (products, technologies, partnerships)

4

Zoom into clusters to see who competes with whom

5

Lasso-select a group for deeper analysis

Demo Beat

“This is your market. These clusters are your direct competitors. These links are the partnerships you need to know about.”

3D Force Graph
Entity Filtering
Clustering

5
Client Pain
“We’re entering a new market — what do we need to know?”

The Problem

Expanding into adjacent market. Don’t know who the players are, what the landscape looks like, or what to watch.

GWM Workflow

1

Open AI Market Discovery

2

Enter industry name + 3–5 seed competitors

3

AI discovers additional competitors, categorizes by tier

4

Run the pipeline (Control Panel → Run Full Pipeline)

5

Within one cycle: Changes, SWOT, Market Dashboard, 3D Graph all populated

Demo Beat

“Give me 5 companies you know about. I’ll give you back the full landscape.”

AI Market Discovery
Full Pipeline
Auto-population

6
Client Pain
“Are competitors talking about us?”

The Problem

Competitor puts out a blog post mentioning you. A press release compares to your product. You find out from a customer.

GWM Workflow

1

Open KWIC Dashboard (kwic-dashboard.html)

2

Search for your company/product name

3

See keyword-in-context excerpts from competitor sites

4

150-character context windows show exactly how you’re mentioned

5

Sentiment tags show positive/negative/neutral framing

Demo Beat

“Competitor Y mentioned your product 3 times this month. Here’s exactly what they said, in context.”

KWIC Dashboard
Sentiment
Context Excerpts

7
Client Pain
“I need a weekly competitive briefing without the busywork”

The Problem

Someone on the team spends hours every week compiling a competitive update email. It’s manual, inconsistent, and they hate doing it.

GWM Workflow

1

Pipeline runs automatically on schedule

2

Email digest goes out (daily or weekly, configurable)

3

Digest contains: significant changes, importance scores, AI summaries

4

Team reads email, clicks through to dashboard for details

Demo Beat

“This email writes itself. Every Monday your team gets this.”

Email Digest
Importance Scoring
AI Summaries

Grant Intelligence Workflows

In GWM, foundations and funders are the “companies” being monitored. A nonprofit monitors funder websites the same way a for-profit monitors competitor websites. The vocabulary changes; the engine is identical.

8
Client Pain
“We keep missing grant opportunities”

The Problem

Foundation posts an RFP. By the time the nonprofit finds it, the deadline is 2 weeks away. Not enough time to write a strong proposal.

GWM Workflow

1

Add target foundations as “companies” in GWM

2

Monitor grants/programs/RFP pages (high weight: 3.0x)

3

Pipeline detects new content → high importance score

4

Changes Dashboard shows: “New content detected on [Foundation] grants page”

5

AI extracts: what the grant is for, focus areas, likely deadline language

6

Email digest alerts the team immediately

Demo Beat

“The Ford Foundation posted a new RFP yesterday. Your team knew about it this morning.”

Changes Dashboard
High-weight URLs
AI Extraction

9
Client Pain
“Which funders align with our mission?”

The Problem

Researching funders is manual. Staff reads annual reports, browses websites, asks around. Takes weeks to build a target list.

GWM Workflow

1

Add 20–30 foundations as companies

2

Monitor program pages, annual reports, blog posts

3

AI extracts entities: focus areas, funded programs, geographic priorities

4

Market Dashboard → compare funder profiles side by side

5

3D Force Graph → see which foundations cluster around your issue areas

6

Feature Comparison → matrix of funder priorities vs. your programs

Demo Beat

“These 8 foundations all fund food security in the Midwest. Here’s how their priorities differ.”

Market Dashboard
3D Force Graph
Entity Extraction
Feature Comparison

10
Client Pain
“What are peer organizations doing?”

The Problem

Want to collaborate, not duplicate. Need to know what similar orgs are working on, who they’re partnering with, what grants they’ve won.

GWM Workflow

1

Add peer nonprofits as “companies”

2

Monitor their program pages, news, annual reports

3

Changes Dashboard → see when peers launch new programs or announce partnerships

4

SWOT Analysis → compare your org to a peer (Strengths = where you lead)

5

Entity extraction → see partnerships, programs, funders on their sites

Demo Beat

“Peer Org X just announced a partnership with [Funder]. That’s a funder you should be talking to.”

Changes Dashboard
SWOT Analysis
Entity Extraction
Partnerships

11
Client Pain
“Are funder priorities shifting?”

The Problem

A foundation that used to fund your issue area quietly pivots. You find out when your renewal gets rejected.

GWM Workflow

1

Monitor foundation strategy/about/focus-area pages (high weight)

2

Change detection catches when language shifts

3

AI analysis scores: “Foundation X removed ‘urban agriculture’, added ‘climate resilience'”

4

Importance scoring flags this as high-priority

5

Team gets early warning to adapt proposals or find new funders

Demo Beat

“This foundation changed their strategy page 6 weeks ago. You’d have known before your renewal was due.”

Change Detection
Importance Scoring
AI Analysis

“How long does it take to get started?”

Five steps from zero to full intelligence. Works the same for both segments.

1

Discover

Enter your industry + seed companies or foundations into AI Market Discovery.

2

Expand

AI discovers the landscape and categorizes by tier automatically.

3

Configure

Set your focal entity (your company or your org) as the center of analysis.

4

Run

Launch the Full Pipeline from Control Panel. First results after one cycle.

5

Intelligence

Full intelligence after 2–3 pipeline cycles. All dashboards populated.

Problem → Feature Matrix

Every client problem mapped to the primary feature and supporting capabilities.

Client Problem Primary Feature Supporting Features
What are competitors doing? Changes Dashboard Email Digest, AI Analysis
How do we compare? SWOT Analysis PDF Export, Evidence Chain
Market landscape overview Market Dashboard Radar Plots, Feature Comparison
Visualize the space 3D Force Graph Entity Filtering, Clustering
Enter new market AI Market Discovery Full Pipeline, Auto-population
Competitor mentions KWIC Dashboard Sentiment, Context Excerpts
Automated briefings Email Digest Importance Scoring, AI Summaries
Track grant opportunities Changes Dashboard High-weight URLs, AI Extraction
Funder alignment Market Dashboard + 3D Graph Entity Extraction, Feature Comparison
Peer intelligence Changes + SWOT Entity Extraction, Partnerships
Funder priority shifts Change Detection Importance Scoring, AI Analysis

See These Workflows Live.

Every workflow above runs on working features today. Pick a problem that resonates and we’ll walk you through it.

Schedule a Demo