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A one-time competitive report goes stale the day after you send it. This workflow builds a spreadsheet that’s designed to be re-run — each time you paste the prompt back in, it appends a new row instead of starting over, so you end up with a real trend line instead of a pile of disconnected screenshots.
Tools used in this workflow

Replace the bracketed values, then paste the whole thing into Claude.
What you get: A living spreadsheet with one tab holding the full historical trend and a chart that updates itself as you add rows — re-run this weekly or monthly and watch the competitive picture accumulate instead of re-explaining it from scratch each time.

Tips

Weekly is enough to catch real movement without adding noise — share of voice rarely swings meaningfully day to day. Monthly works fine for a slower-moving competitive set. Pick a cadence and stick to it; consistent spacing between rows makes the trend line easier to read than irregular snapshots.
On the very first run, the sheet won’t have a previous entry to compare against — that’s expected. Claude will just populate today’s row and skip Step 4’s comparison. The trend becomes useful starting with the second run.
Extend Step 1 to also pull sentiment or citation share per brand, and add matching columns to the tracker tab. The same append-only pattern works for any metric — the key is keeping Date and Brand as the two columns every new metric joins against.
Once the trend tab has a few weeks of history, ask Claude to pull the latest 8-12 rows and summarize them as a short written update — that’s a safer thing to paste into a client email or Slack channel than sharing edit access to the live sheet.

Competitor Share of Voice, Ranked

Run the full one-time analysis (displacement, defensible positions) before setting up the recurring tracker.

Competitive Battlecard Generator

Turn this same competitive data into sales-facing battlecards instead of a trend sheet.