How Steve Keeps Battle Cards Updated Automatically
Learn how Steve automatically refreshes battle cards with scheduled regeneration, data sync, and Slack integration—eliminating manual maintenance work.
Battle cards become outdated the moment you publish them. Competitors change pricing, launch new features, or shift positioning. Within weeks, your carefully crafted battle card contains stale information that hurts more than it helps.
Most PMMs solve this with quarterly battle card reviews—blocking entire afternoons to manually update each card. By the time the review cycle completes, half the updates are already outdated again. Sales teams stop trusting battle cards because they've been burned by old information during customer calls.
How Steve Keeps Battle Cards Updated Automatically
Steve eliminates battle card maintenance through automated regeneration and continuous data sync. Set your update frequency once, and Steve handles all refreshes automatically using the latest competitive intelligence.
Set Generation Frequency During Preset Creation
When creating a battle card preset (template), Steve asks you to choose a generation frequency:
- One-time - Generate once, manual updates only
- Weekly - Regenerate every week automatically
- Monthly - Regenerate on the first Monday of each month
Screenshot description: Capture the preset creation page at /projects/[id]/battle-cards/presets/new during the frequency selection step. Show the dropdown menu expanded with three options visible: "One-time", "Weekly", and "Monthly". Highlight the frequency selector with an arrow or border to emphasize this step.
This frequency setting determines how often Steve automatically regenerates the battle card using fresh competitor data. No manual intervention required—Steve queues regeneration jobs in the background and processes them automatically.
For weekly presets, Steve regenerates battle cards every Monday morning. For monthly presets, regeneration happens on the first Monday of each month. The scheduled job scheduleBattleCardPresetOnFrequency runs automatically, sending generation tasks to a processing queue.
Automatic Regeneration Process
When the scheduled time arrives, Steve automatically:
Pulls Latest Competitor Research: Pricing changes, feature updates, new G2 reviews, and positioning shifts detected since the last generation
Incorporates Project Resources: New sales decks, product documentation, or customer recordings uploaded to your project
Regenerates All Sections: Pricing tables, feature comparisons, objection handling scripts—everything refreshes with current data
Preserves Custom Edits: Manual changes you've made to specific sections remain intact unless you choose to overwrite them
Screenshot description: Capture the battle cards list page at /projects/[id]/battle-cards showing a battle card with a status badge indicating it's queued for regeneration. The badge should display "Queued" or "Processing" with an animated icon. Show the timestamp of when the regeneration was triggered. Highlight the status indicator with an arrow.
The entire regeneration process happens in the background. Steve sends you a notification when regeneration completes, and the updated battle card is immediately available to your sales team.
Manual Regeneration When You Need It
Automatic updates handle scheduled refreshes, but sometimes you need to update right now. A competitor just announced a major feature launch, and your sales team needs updated talking points immediately.
Steve provides instant regeneration options:
Full Battle Card Regeneration: Click the Regenerate button in the battle card actions menu (three dots) to regenerate all sections at once.
Add Custom Instructions: Before regenerating, add specific instructions like "Focus on their new AI feature announcement" or "Emphasize our superior customer support." Steve incorporates these instructions into the regeneration.
Section-Specific Regeneration: Click any individual section (pricing, features, objection handling) to regenerate just that section via a chat interface. Ask Steve to "Update pricing based on their latest announcement" or "Add objection handling for their new free tier."
Screenshot description: Capture the RegenerateBattleCardDialog modal when clicking "Regenerate" from the battle card actions menu. Show the dialog with the title "Regenerate Battle Card", the custom instructions textarea with placeholder text, and the prominent "Regenerate" button at the bottom. Display the dialog overlaying the battle card page. Highlight the custom instructions field and regenerate button with arrows.
Manual regeneration completes in 30-60 seconds. Steve uses the same AI-powered generation process as initial creation, but leverages the existing battle card structure for faster processing.
Slack Integration for Auto-Distribution
Updated battle cards don't help if sales teams don't see them. Steve's Slack integration automatically posts regenerated battle cards to your team's Slack channels.
During preset configuration, connect a Slack channel to your battle card template:
- Click Configure Slack on the preset settings
- Select a Slack channel from your workspace
- Save the integration
Screenshot description: Capture the Slack configuration page at /projects/[id]/battle-cards/presets/[presetId]/slack-config. Show the channel selection dropdown expanded with multiple channel names visible (#sales-team, #competitive-intel, etc.). Display the "Save Integration" button below. Highlight the channel dropdown and save button with colored borders.
Now, every time Steve regenerates the battle card—whether scheduled or manual—a notification with the updated battle card link posts automatically to the selected Slack channel. Your sales team sees updates instantly without checking email or the Steve dashboard.
The Slack message includes:
- Battle card name and competitor
- Summary of what changed
- Direct link to view the updated card
- Timestamp of regeneration
Sales reps can click directly from Slack to access the refreshed competitive intelligence.
What Triggers Automatic Updates
Steve doesn't regenerate blindly. Automatic updates incorporate the latest data from multiple sources:
Competitor Research Data:
- Pricing changes detected through automated monitoring
- New features discovered via website scraping
- G2 and Capterra review updates
- Funding announcements and company news
Project Resources:
- Newly uploaded sales decks
- Updated product documentation
- Recent customer call recordings
- Internal competitive analysis docs
Website Tracking Changes (if configured):
- Competitor pricing page modifications
- Feature page updates
- Homepage messaging changes
- Product launch announcements
Steve automatically pulls all available data when regenerating. If nothing changed since the last generation, Steve notes "No significant changes detected" and skips unnecessary regeneration to avoid noise.
Continuous Data Sync
Steve's automated update system relies on continuous data collection in the background. While your battle cards regenerate on a schedule, Steve's monitoring never stops:
Daily Research Jobs: Steve re-scrapes competitor websites daily, checking for pricing updates, new features, and messaging changes
Review Aggregation: G2 and Capterra reviews are monitored weekly, capturing new customer sentiment and feature requests
News Monitoring: Competitor news feeds are checked continuously, alerting you to funding rounds, acquisitions, and product launches
Real-Time Tracking (for critical competitors): Website tracking requests can monitor specific competitor pages in real-time, triggering alerts when changes occur
This continuous monitoring ensures that when your battle card regenerates weekly or monthly, Steve has the freshest possible data to incorporate.
Zero Manual Maintenance Required
Traditional battle card maintenance requires:
- Quarterly reviews of each competitor (4-8 hours per review)
- Manually checking competitor websites for changes
- Reading through new G2 reviews for sentiment shifts
- Updating pricing tables when competitors change plans
- Redistributing updated cards to sales teams
- Tracking which cards are current vs. outdated
Steve's automated system eliminates all manual maintenance:
- Scheduled regeneration keeps cards current without calendar blocks
- Automatic data collection replaces manual competitor research
- Slack integration handles distribution automatically
- Version history tracks all changes and updates
- Change summaries show exactly what updated in each regeneration
Your role shifts from maintaining spreadsheets to strategic competitive positioning. Spend time analyzing competitive threats and crafting messaging, not copying data from competitor pricing pages into Google Docs.
Version History and Change Tracking
Every time Steve regenerates a battle card, the system maintains version history. You can:
- View what changed between versions
- See timestamps for all regenerations
- Revert to previous versions if needed
- Compare competitor data over time
- Track competitor evolution month-over-month
This historical tracking helps identify competitive trends. Notice a competitor's pricing has increased 3 months in a row? See their messaging shift from "enterprise-focused" to "SMB-friendly"? Steve's version history makes these patterns visible.
Manual Override When Needed
Automatic updates don't mean loss of control. Steve allows manual overrides at any time:
- Disable auto-update for specific battle cards while keeping the preset active
- Lock individual sections to prevent automatic regeneration
- Review changes before publishing if you want to approve updates
- Add custom content that persists through regenerations
- Merge automatic updates with manual edits using the regeneration chat
The automation serves you—not the other way around.
Get Started with Auto-Updates
Ready to stop manually maintaining battle cards?
- Create a battle card preset with your desired structure
- Choose Weekly or Monthly as the generation frequency
- Optionally configure Slack integration for auto-distribution
- Generate the initial battle card
- Steve handles all future updates automatically
Your sales team always has current competitive intelligence without any maintenance work from your PMM team.
Related Resources
- Create Battle Card Templates - Set up presets with auto-update frequency
- How to Generate Battle Cards - Initial battle card creation
- Share Battle Cards - Distribution and sharing options