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TAPLOOP TUTORIAL / 02

Give customers a clearer reason to choose you.

Use official sources to compare three project-management products, separate facts from interpretation, and prepare positioning your team can review.

Beginner friendly6 guided stepsPrompts included
A marketer compares three product cards and a research sheet before choosing a distinct positioning idea.

THE IDEA BEHIND AGI MARKETING

You set the goal.
Your agent connects the work.

Businesses set the goals, and AI agents coordinate the work. In these tutorials, that means giving an agent a clear question, using Taploop to access the relevant tools, and turning the evidence into a decision your team can review.

Customize the workflow around your goals, tools, and review process. Your team checks the findings and approves publishing, outreach, and spending.

01 Set the goal02 Gather evidence03 Review the work04 Choose a next step

A LITTLE SETUP, A CLEARER RESULT

Before you start

First time here? Set up Taploop and your agent
  1. Create your workspace. Sign up, complete the access steps shown, then add your business context in Workspace settings.
  2. Choose your sources. Open Integrations and prepare the research tools or accounts listed below. Set the account permissions and usage budget for your work.
  3. Give your AI app access. In AI setup, choose Set up access to my integrations. In Agent access, issue an access token for the required accounts and capabilities, with result sharing enabled. Keep the default read scopes and add research.execute under Allowed Taploop scopes so the public research capabilities can appear. Add the displayed server address and token in your AI app’s secure connection settings. Keep the token out of chat prompts.
  4. Check the connection. Ask your agent to confirm access to the accounts and tools selected for your workflow. The separate built-in service setup uses a different token; use the integration access setup for these guides. You can review work in Runs and evidence.
  • A Taploop workspace with available public research and an AI agent allowed to use it.
  • Your website, an accurate feature list, and the customer job you want to understand.
  • A short list of alternatives and a reviewer who knows what your product can actually do.
THE WORKFLOW AT A GLANCEWhat goes in. What your team gets.

Start with

  • Your website
  • Competitor pages
  • Positioning question
Taploop
Compare & clarifyYour agent + Taploop

Your team gets

  • Source comparison
  • Positioning options
  • Message ideas
Source evidenceHuman review

FOLLOW ALONG WITH YOUR OWN BUSINESS

From question to useful work.

Work through the steps in order. Replace the bracketed details in each prompt, and review the response before moving on.

Frame the customer's choice

Describe the situation in which a customer chooses a product. Briefway's question is not which software has the most features. It is how a small creative team can understand what a client has reviewed, what needs changing, and which decision is next. That specific job gives the comparison a useful boundary.

Write down the facts about your own product before looking at competitors. Include what exists today, what needs manual work, and what remains planned. The agent should use these facts as constraints. Otherwise, it may invent a convenient feature or choose a position your team cannot support.

ASK YOUR AGENTEdit the details in brackets

Our product is [name] at [URL]. It currently supports [verified features]. Our customer needs to [specific job]. Use Taploop to compare how Trello, Asana, and Basecamp describe organizing work and keeping project decisions visible. First define comparison questions and separate our current capabilities from planned features. Do not rank products or assume a missing feature from silence.

Check research access and choose the source set

In Integrations, confirm Public web research is available under Provided by Taploop. Then use AI setup → Set up access to my integrations and the Agent access instructions to connect your compatible agent. Include research.execute in Allowed Taploop scopes and select the research capabilities needed. Have the agent confirm their availability and source readiness before research begins. If setup or permission is missing, resolve it first.

Give the agent official starting pages for the three products. Ask it to read the relevant documentation rather than relying on search snippets alone. Keep the research boundary narrow: organizing work, reviewing status, and discussing decisions. Feature availability can depend on plan or configuration, so this example leaves pricing and plan entitlements out of the comparison.

Compare the same questions across every product

Ask identical questions of each source: what is the main unit of work, how is progress represented, and where does discussion happen? Trello's guide describes boards containing lists and cards. Asana describes projects that organize tasks in several views. Basecamp describes project pages containing tools such as to-dos, Message Boards, and Card Tables. [1] [2] [3]

These facts do not make the products mutually exclusive categories. For example, Basecamp also documents a board-style Card Table. The agent should preserve overlaps rather than forcing every alternative into a neat but inaccurate label. When a source does not answer a question, mark it as unresolved and suggest which documentation to inspect next. [3]

ASK YOUR AGENTEdit the details in brackets

Read the official sources for each product. Build a table with: customer job, documented workflow, source URL and access date, what overlaps with our offer, and unanswered questions. Cite each feature claim. Keep observed facts separate from your interpretation. Do not include pricing, declare a feature absent without evidence, or claim we are uniquely better.

Find a position your own evidence can support

A useful position connects a specific customer situation to a product capability. For the fictional Briefway, the working idea is to lead with the client-review decision rather than broad project management. A proposed sentence is: 'Keep client feedback and the next approval decision together.' This is draft positioning for the invented product, not a verified advantage over every alternative.

Ask the agent for two other options and explain the tradeoff in each. One might focus on clearer review handoffs; another might focus on keeping feedback beside the deliverable. Have the reviewer identify the screen, workflow, or documentation that would substantiate each promise. Remove any benefit that depends on a feature the product does not yet have.

Turn the chosen position into reviewable website copy

Select one position and ask for a small copy set: headline, supporting sentence, three product proof points, and a call to action. For Briefway, the proof points would need to show the feedback location, the approval state, and the next person's action. A claim such as 'halve review time' would need real evidence, so it does not belong in this exercise.

Read the copy without the competitor table. A prospective customer should understand the offer without knowing the research process. Then read it beside the table and check that it does not imply competitors lack a capability merely because this small source set did not discuss it.

ASK YOUR AGENTEdit the details in brackets

Using only our verified product facts and the sourced comparison, draft three positioning options. For each, give the intended customer situation, a headline, supporting sentence, three proof points to show, and a tradeoff. Mark any claim that needs evidence. Recommend one option for human review. Do not publish the copy or describe this as a proven competitive advantage.

Test comprehension before making a larger claim

Share the proposed copy with the people responsible for the product and its customer conversations. Ask whether it accurately describes what a user can do. You can then plan a small comprehension exercise: show the draft to relevant people and ask what the product does, who it helps, and what they would expect after clicking the main action.

The agent can prepare those questions and summarize feedback you provide. Keep the original source table, chosen wording, and review decisions together. If the message needs repeated explanation, revise it. The completed research has earned a clearer draft and a better test; it has not established market leadership or guaranteed that customers will switch.

WHAT A USEFUL RESULT LOOKS LIKE

Worked example · competitor facts and positioning options

This focused comparison, checked on September 8, 2026, looks at how Trello, Asana, and Basecamp organize work. Use the documented facts to develop positioning options for fictional Briefway, then adapt the questions to your product.

Worked example · competitor facts and positioning options
ProductDocumented organizing approachQuestion for Briefway's team
TrelloBoards contain lists and cards; cards can represent tasks or ideas. [1]What would our product add to a team's existing review board?
AsanaProjects organize tasks, with views including list, board, timeline, and Gantt. [2]Which client-review decision would our narrower workflow make clearer?
BasecampProject pages combine tools including to-dos, Message Boards, and Card Tables. [3]Why would someone need our review flow alongside this existing project space?
Briefway — fictionalThe exercise assumes feedback and the next approval decision are attached to a deliverable.Can our real product demonstrate each part of that promise?
THE DECISION

Proposed direction: explain the client-review job clearly and show how the product supports it. The table gives the team questions to answer; it does not establish that the alternatives cannot serve that job.

THE HUMAN PART OF THE WORKFLOW

Review it before you act.

  • Were the same questions asked of every alternative?
  • Are feature claims tied to official pages, with unanswered questions preserved?
  • Does the proposed positioning describe the real product, including its limits?
  • Can the team show evidence for each promise without inventing comparative results?

Your next step

Choose one positioning option, replace the fictional product facts with your own, and prepare a short comprehension test. Use what people understand and misunderstand to improve the draft before considering a broader website change.

CHECK THE SOURCE, KEEP THE CONTEXT

Sources & further reading

Use the original sources to check current details. Public product pages and connected-tool features can change.

  1. Trello: Learn board basics

    Official explanation of boards, lists, and cards used for the narrow workflow comparison.

  2. Asana: Understanding projects

    Official explanation of projects and available view concepts. This tutorial makes no plan-entitlement claim.

  3. Basecamp: Features

    Official descriptions of project pages, to-dos, Message Boards, and Card Tables.

Plan your first AGI marketing experiment

BRING YOUR OWN BUSINESS QUESTION

Make this workflow
work for your team.

Start with your business question, then tailor the integrations, review steps, and reporting to your team.