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AI & Competitive Intelligence

From Individual Research to Organizational Impact

A practical guide for CMI leaders on scaling intelligence with agentic AI, without losing the trust that makes it useful.

Why AI adoption isn’t enough: the new challenge for competitive and market intelligence

A product manager. A sales director. An intern with a free AI account. Give any of them ten minutes and a decent prompt, and they’ll come back with something that looks like real analysis. 

That didn’t used to be possible. Research demanded time and brain-power and sources were scattered. The teams with the best access to data had a real edge over everyone else. 

“More than 80% of tasks face high or medium exposure to AI automation.” 
BCG, 2026 

That edge is mostly gone now. AI has gotten dramatically better in the last 18 months, and most organizations have already started using it for exactly this kind of work. 

So the question CMI functions have to answer is a new one: if research isn’t scarce anymore, what does your function still uniquely provide? This whitepaper is about that question — and what it takes to build intelligence people can trust and act on, now that everyone has access to the same tools. 

What this whitepaper covers: agentic AI, intelligence agendas, and the human-AI division of labor in CMI

  • Where AI is already being used for CMI, and where it quietly breaks down: reactive research, information silos, governance friction, and cost at scale, mapped against what we see across the CMI teams and senior leaders Valona works with 
  • The three barriers to scaling AI in CMI: visibility, trust, and continuity — and why solving them is a technology problem as much as a process one 
  • A working explanation of agentic AI and MCP for CMI leaders who need to be able to hold their own in discussions with IT or their CAIO  
  • A four-part framework for what agentic AI means for CMI: setting the intelligence agenda, thinking strategically about delivery, getting close to the business, and drawing the line between where AI stops and human judgement starts 

How to use it 

Read it start to finish if you’re building the case for how your function should evolve. Short on time? Skip to the three barriers and the four-part framework — those are the two sections you can bring into a conversation with your leadership team this week. 

Who it’s for 

CMI, CI, and MI leaders who want to shape how their function uses AI instead of finding out after the decision’s already been made. Also useful if you’re a strategy lead or Chief AI Officer trying to figure out where AI genuinely helps intelligence work, and where it doesn’t. 

Get the full picture of what agentic AI changes for CMI. 
Instant access. No form, no email. 

FAQ: Agentic AI and competitive intelligence

Agentic AI refers to AI systems that plan and execute multi-step tasks on their own, rather than responding to a single prompt. In competitive and market intelligence, an agent can monitor sources, flag relevant developments, trigger further research, and deliver a packaged output as part of a configured workflow without someone manually starting each step.

Valona connects to Microsoft Copilot via MCP (Model Context Protocol), making structured competitive intelligence available directly inside Copilot. Rather than asking Copilot to search the web for competitive analysis each time, users can access continuously updated intelligence that has already been built, verified, and curated on the Valona platform. Custom AI analysis runs automatically on Valona’s source base and updates regularly. Copilot becomes the delivery point, not the research engine — and because the analysis is already built, there is no need to recompute or revalidate it each time someone asks a question.

AI can automate the work that benefits from scale and consistency: continuous monitoring, searching large source sets, structuring incoming signals, drafting first-pass summaries, and distributing outputs on a set cadence.

What it cannot do is judge what a signal means for your specific strategy, decide what matters most for which decision maker, validate outputs before they reach an executive, or build the stakeholder relationships that determine whether intelligence actually gets used. Those remain human responsibilities — and they are increasingly where the strategic value of a CMI function concentrates.

An intelligence agenda is a defined set of questions, topics, and signals an organization monitors on a continuous basis — which competitors to track, which markets, which regulatory areas, which technologies. As AI makes it easier to generate analysis on demand, the intelligence agenda becomes more important rather than less. It determines what gets monitored continuously, what structured analyses run automatically, and what intelligence assets get built and maintained over time. Without a defined agenda, AI tools tend to generate reactive, one-off research rather than the shared organizational intelligence that informs decisions.

No. MCP (Model Context Protocol) is a connectivity standard that lets AI systems access external data sources in a standardized way — for example, inside Microsoft Copilot, Claude, or ChatGPT. It determines how data moves, not whether that data is accurate, verified, or safe to use.