How I Use Loom & Rovo for Competitive Analysis (and Actually Have Fun Doing It)
Why Competitive Analysis Needs an Upgrade
Competitive analysis is essential, but it can be overwhelming—digging through scattered docs, piecing together insights, and trying to keep everyone on the same page. That’s why I’ve revamped my workflow to combine the power of Rovo and Loom. The result? Faster research, clearer insights, and a team that actually engages with the findings.
Show, Don’t Just Tell, with Loom
With Loom, I can record my screen and walk through a competitor’s marketing website, highlight clever UX touches, and call out “aha!” moments in real time. It’s like inviting my team to look over my shoulder—no more screenshots lost in Slack threads.
Meet Rovo
Rovo is Atlassian’s AI-powered knowledge assistant. It connects to all our company tools—like Confluence, Jira, and more—to help you find, summarize, and act on information fast. With custom Rovo agents, you can automate research, answer complex questions, and keep your team aligned without the manual slog.
From Overwhelm to Insight: My New Workflow
- Rovo acts as my research partner, instantly gathering and summarizing everything we already know (and sometimes what we’ve forgotten).
- Loom lets me bring those insights to life, adding context, personality, and visual walkthroughs that make the story memorable. My team doesn’t just get a list of features; they see the experience, hear my thought process, and understand the “why” behind every insight.
Layer in Context and Personality
Competitive analysis isn’t just about features; it’s about nuance. With a Loom video, I can add commentary (“Notice how they nudge you to upgrade here? Sneaky!”), flag what’s impressive, and even poke fun at what falls flat. It’s way more memorable than a static doc.
Knowledge That Scales
Every Loom becomes part of our living knowledge base. New team member? Need a refresher? The insights are right there, and Rovo can surface them instantly.
Async = No More Meeting Fatigue
Loom is async. Teammates can watch on their own time—at 1.5x speed, with captions, or just skim the transcript. It’s perfect for walkthroughs, deep dives, or spontaneous insights without interrupting anyone’s flow.
And When We Do Need to Meet Live…
Sometimes, a live discussion is best—like for competitor teardown sessions or strategy brainstorms. Loom’s meeting recorder captures the whole conversation and generates a transcript and AI summary, so anyone who missed it can catch up in minutes.
My Competitive Analysis Workflow (Step-by-Step)
- Start with Rovo: Tap Into Collective Knowledge
When I kick off a competitive analysis project, I’m not starting from scratch or reinventing the wheel. I begin by tapping into our collective knowledge and existing resources, surfacing the most relevant intel from our documentation and expertise (and blending that with insights from competitors’ websites). With the help of our team’s custom Rovo agents, I quickly summarize our strengths and key differentiators, so I can prep what really counts. - Transform Insights with Loom
Once Rovo has helped me gather and distill the most important insights, I turn to Loom to transform those findings into an ongoing conversation. Instead of static reports, I record a Loom video walkthrough—adding visual context, commentary, and a personal touch that makes the analysis engaging and easy to digest. - Share and Collaborate
I share the Loom link in Confluence or Slack, so the team can watch on their own time, ask questions, and revisit insights whenever they need. This means:- My team actually watches the videos
- We get better questions and richer discussions
- People remember the insights when it matters most
Real-World Example
With Rovo, I can ask:
“What are our top three differentiators against Competitor X?”
Rovo delivers:
A concise summary pulled from our latest docs and research.
Next, I use Loom:
To show these differentiating features from our customers’ publicly available resources , making the findings actionable and easy to share.
Why This Works
By combining Rovo’s research power with Loom’s engaging format, our team not only saves time but also collaborates more effectively—asking better questions, remembering insights, and making smarter decisions, faster.
To summarize, with Rovo and Loom working hand-in-hand, competitive analysis is no longer a solo slog or a forgotten slide deck. It’s a dynamic, collaborative process that keeps our team informed, engaged, and ready to win.