Lab: The CEO Brief
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No more scaffolding. No worked example. You've learned the moves – this chapter is where you prove they're yours.
The Scenario
It's Sunday evening. Your CEO sends you a message:
Quick favor – for tomorrow's leadership offsite, can you put together a read on where we stand vs the top 3 competitors? Just the highlights – what we win on, what we lose on, biggest risk.
You don't have an hour or two. You have a Competitive Research Analyst agent – the one you're about to build.
What the Leadership Team Needs
They want a brief that takes a position:
| What They Need | What That Means |
|---|---|
| A win they didn't already know about | Named with evidence |
| A loss they're underestimating | Named with evidence |
| A risk they should be losing sleep over | Named in plain English |
Self-Evaluation Rubric
| Test | Ask Yourself |
|---|---|
| Specific or generic? | Does every claim point at a number, a competitor name, a date? |
| Position or summary? | Is there a thing the agent thinks, or just a list of things that exist? |
| Sources or invented? | Can you trace every fact back to one of the tools? |
| Forwardable? | Would you paste this into Slack and tag your CEO, or edit it first? |
Task
Analyse our competitive position against the top 3 PM SaaS competitors. Where do we win, where do we lose, and what's our biggest strategic risk for next quarter?
What You've Actually Built
Not a chatbot. A teammate. The same agent shape – persona, tools, structured output – works for triage, metrics readouts, prospect research, post-mortems, board updates.
Takeaway: you're not learning to use AI. You're learning to assemble it.
Where This Goes Next
Same persona. Same tool routing. Same output format. Real data underneath – the moment those tools connect to your real Notion, metrics, and competitors.
Danke für Ihr Feedback!
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