Jitterbit Competitor Intel Agent

Overview

The Jitterbit Competitor Intel Agent (Competitor Intel Agent) is an AI agent provided through Jitterbit Marketplace. This agent automates market intelligence gathering by using AI-powered web search to identify, summarize, and deliver relevant industry news and competitor updates to your team. This agent uses the Retrieval-Augmented Generation (RAG) technique, which combines LLM reasoning with access to external tools and data sources.

The agent runs on configurable schedules — daily for industry trend monitoring and weekly for competitor tracking. Each run performs a targeted web search, summarizes the results into a structured HTML email, and delivers the briefing directly to configured recipients. No manual input is required after the initial setup.

The agent performs the following tasks:

• Scans the web weekly for competitor updates, including product launches, leadership changes, and press releases.
• Scans the web daily for industry news related to configured topics, filtering for high-impact stories from the past 24–48 hours.
• Summarizes search results into concise, structured email briefings tailored to your company context.
• Delivers formatted HTML email reports automatically to configured recipients.

This document explains how to set up and operate this AI agent. It covers architecture, prerequisites, and steps to install, configure, and operate the AI agent.

AI agent architecture

This AI agent automates market intelligence delivery using AI-powered web search and scheduled operations. A typical workflow follows these steps:

1. A daily or weekly operation schedule triggers the appropriate controller operation.
2. A search prompt is built based on the configured topics or competitors.
3. The prompt is sent to OpenAI, which performs a real-time web search and returns summarized results.
4. The results are formatted into a structured HTML email using the project's pre-defined template and your company context.
5. The formatted email is sent to the configured recipients via SMTP.

Workflow diagram

The following diagram shows the main request-handling workflow for this integration.

Prerequisites

You need the following components to use this AI agent.

Harmony components

You must have a Jitterbit Harmony license with access to the following components:

• Jitterbit Studio
• Jitterbit Competitor Intel Agent purchased as a license add-on

Supported endpoints

The AI agent connects to the following endpoints. You can accommodate other systems by modifying the project's endpoint configurations and workflows.

Large language model (LLM)

The AI agent uses OpenAI as the LLM provider for real-time web search and content summarization. To use OpenAI, you must have an OpenAI account with an API key.

Email

The agent delivers news briefings via email using SMTP. You must have access to an SMTP server and valid credentials for the account used to send email.

Installation, configuration, and operation

Follow these steps to install, configure, and operate this AI agent:

1. Download and install the project
2. Configure project variables
3. Test connections
4. Add email templates (optional)
5. Create schedules
6. Deploy the project
7. Review project workflows
8. Trigger the project workflows

For troubleshooting guidance, see Troubleshooting.

Download and install the project

Follow these steps to install the Studio project for the AI agent:

1. Log in to the Harmony portal at https://login.jitterbit.com and open Marketplace.

2. Locate the AI agent named Jitterbit Competitor Intel Agent. To locate the agent, use the search bar or, in the Filters pane under Type, select AI Agent to limit the display to AI agents.

3. Click the agent's Documentation link to open its documentation in a separate tab. Keep the tab open to refer back to after starting the project.

4. Click Start Project to open a configuration dialog.

   Note

   If you have not yet purchased the AI agent, Get this agent is displayed instead. Click it to open an informational dialog, then click Submit to have a representative contact you about purchasing the AI agent.

   Tip

   The configuration dialog includes a warning not to import the template before applying endpoint customizations. That warning does not apply to this AI agent and can be ignored. Follow the recommended order of steps in this documentation instead.

5. In the Create a New Project dialog, select an environment where the Studio project will be created, then click Create Project.

6. After the progress dialog indicates the project is created, use the dialog link Go to Studio or open the project directly from the Studio Projects page.

Configure project variables

In the Studio project installed from Marketplace, set values for the following project variables.

To configure project variables, use the project's actions menu and select Project Variables to open the configuration drawer.

OpenAI

Topics and competitors

Email

Company

Test connections

Test the endpoint configurations to verify connectivity using the defined project variable values.

To test connections, go to the design component palette's Project endpoints and connectors tab, hover over each endpoint, and click Test.

Add email templates

The project includes a default email template that can be personalized using project variables such as company.name and company.logo. This step is optional if the default template meets your needs.

To use a custom HTML email template, open the Common workflow and locate the HTML Email Templates script within the Common Scripts operation. Replace the existing template with your custom HTML.

{{dynamic_email_content}}

Create schedules

The agent requires operation schedules to run automatically. The project includes two pre-configured schedules: Daily Schedule and Weekly Schedule.

To assign a schedule to an operation, use the operation's actions menu and select Settings > Schedules. Assign schedules to the following operations:

• Controller | Industry Trends 48h — assign the Daily Schedule or a custom daily schedule.
• Controller | Competitor Watch 7day — assign the Weekly Schedule or a custom weekly schedule.

Deploy the project

Deploy the Studio project.

To deploy the project, use the project's actions menu and select Deploy.

Review project workflows

The Studio project contains four workflows that implement the Competitor Intel Agent functionality.

OpenAI | Web Search

This workflow handles the core AI interaction. It sends a structured prompt to the OpenAI Responses API, which performs a real-time web search and returns summarized results. The results are passed downstream to the email delivery workflow.

Utility | Prompts

This workflow constructs the search prompts based on the configured topic list or competitor list and triggers the scheduled controller operations. It serves as the entry point for both daily and weekly runs.

Utility | Emails

This workflow receives summarized content from the OpenAI | Web Search workflow, injects it into the HTML email template using the {{ dynamic_email_content }} placeholder, and sends the formatted email via SMTP to the addresses configured in email.to.

Common

This workflow contains reusable scripts, including the HTML Email Templates script that defines the default email format. Customize this script to replace the default template with a custom design.

Trigger the project workflows

The agent runs automatically based on the schedules assigned during setup. To test the agent manually before relying on scheduled execution, run the following operations:

• Controller | Industry Trends 48h
• Controller | Competitor Watch 7day

To run an operation manually, hover over the operation and select Run.

All other workflows are triggered by these controller operations and are not intended to be run independently.

Troubleshooting

If you encounter issues, review the following logs for detailed troubleshooting information:

• API logs
• Operation logs

For additional assistance, contact Jitterbit support.