Competitor ads

Analyze what competitors are advertising, work out what is holding, and map what the category covers. Research only — nothing is generated, posted or planned here. Deciding what to make next is planning-campaigns' job.

Workflow

Step 1: Settle who the competitors are

Three ways to find out. Try them in order, and stop at the first one that works.

• Read them from competitors.md in ./supercmo-company. Where it is absent or empty, move on.
• Ask the user, for a name and a website for each competitor.
• Find candidates, only where the user doesn't know. Call url_extraction on the user's own website to learn what they sell in their own words, then social_research on meta_ad_library / search_ads using those words. Each ad names the advertiser who ran it. Show the user a plain list of those advertiser names with the number of ads each appeared on, most ads first — nothing else — and ask which are real competitors.

You need a name and a website for each competitor whichever route you take. Step 3 uses the domain to prove the ads came from the right company.

Step 2: Scope the run

Ask once, bundled into a single message, always with a free-text way out. Skip any of these the brief already answers.

Ask	When	How
The country the ads run in	The brief names no market and the user's own site implies none.	Offer the likely markets, and a way to type another.
How deep to go	The brief doesn't say.	Offer the quick scan first and recommend it; say a detailed analysis doubles what is watched per competitor, and costs accordingly.
What they want to learn	Optional, and only where the brief says nothing at all about what the research is for.	One open field, no options to choose from. Ask what they want to come away knowing.

Take whatever the brief says about what they are after, in their own words, and don't ask again. Carry those words through to the analysis, which closes by answering them.

Where nothing is given and nothing is answered, run it neutrally: a quick scan, the market the user's own site sells to, and a report that says no goal was set. Say in one sentence what you took, and keep going.

Every number is per competitor, so a run costs what it costs times the number of competitors. Step 4's script holds them and enforces them — pass it the depth and don't re-count.

Depth	Ads kept, live / stopped	Ads watched, live / stopped
Quick scan	30 / 30	10 / 10
Detailed analysis	60 / 60	20 / 20

Step 3: Pull each competitor's ads

Read references/pulling-competitor-ads.md and follow it. Pull the live set and the stopped set separately, and keep them apart.

Every pull is written to a response file, and the call returns its path in saved.path. All of a run's responses land in one directory — note that directory, it is Step 4's only input. Read saved.cursor for the next page. Don't take the ads apart yourself.

Step 4: Build the ledger

Run the script over the directory the responses were saved to:

python3 <skill-dir>/scripts/build_ledger.py <responses-dir> --depth <quick|detailed> --out <saved.output_dir>

--depth is what Step 2 settled. --out is saved.output_dir, the same on every response of the run — the folder the tool set aside for it. Run the script by its full path rather than moving into the skill directory. Every file this run produces goes in that folder.

Read ledger.md. It holds the counts and campaigns per competitor, the ads to watch with their media URLs, the copy every ad ran with — grouped so repeated wording shows as repeated — and the row behind every ad. Say in one line how many ads are in the ledger and how many are marked to watch, then carry on — don't stop for approval. The cap lines at the top of the file go into the analysis's coverage section verbatim.

Step 5: Watch the ads

Read references/reading-one-ad.md and follow it.

ledger.md's Watch these section lists each ad's ref and its media URL, split into videos and stills. Send them in batches of at most ten — video_analysis for the videos, image_analysis for the stills. They are watched in parallel, so a batch takes about as long as its slowest ad.

Write each teardown to per-ad-teardowns.md in the run's folder, as its batch comes back — the ref as a heading, then the teardown verbatim. Never watch the same ref twice, and never watch an ad the ledger didn't mark.

Step 6: Read the set and write the analysis

Read references/reading-the-set.md and follow it. It writes ad-set-analysis.md into the run's folder.

Name the patterns from the teardowns, then check them against the ledger, citing refs and counts. A claim with no refs behind it doesn't go in.

Analyse the whole ledger, not only the ads you watched. Every row carries run length, status, format, campaign and call-to-action, so the run-length distribution, the format mix and the campaign structure are drawn from all of them — including the rows marked no (outside the watch allowance) or no (same creative as an ad already watched). Only findings about how an ad is built come from the teardowns, and those are counted over the ads actually read.

The ads read are each competitor's longest-running, live and stopped taken separately. That is a sample of the long end, not of the whole set — so the newest ads are in the ledger but mostly unwatched, and any claim about what a competitor is trying now rests on metadata and copy.

Step 7: Hand it over

The run's folder holds ledger.md, per-ad-teardowns.md and ad-set-analysis.md.

Open the reply by answering the user's question, in their words. Use what they asked for in the brief, or what they said at Step 2.

If they never asked for anything specific, give what the category covers — the patterns that dominate, each with its counts, and the space nobody runs.

Back the answer with the two or three findings from the analysis it rests on, each with its count and refs. Nothing else from the analysis goes in the reply — it is on disk. Close with the folder.

Edge cases

• error: "no_provider_configured" on any tool → relay the tool's hint (the user must set their key).
• A pull comes back empty under the market filter → record it as empty for that market. Don't re-pull without country.
• build_ledger.py says a response is unprojected → that pull went out without trim: true, which is the default. Pull it again with trim: true and re-run the script.
• The ledger holds a competitor this run never asked about → the responses directory carries an earlier run's pulls. Pass this run's response files instead of the directory; the script takes a list of paths.
• build_ledger.py reports fewer ads than you pulled → a response in the directory failed or came back empty and was skipped. Open the first lines of each file to find it, relay what it says, and re-run that pull.
• video_analysis rejects a clip as too large, or an ad's creative can't be fetched → record that ref as unwatched in per-ad-teardowns.md and name it in the analysis's coverage. The row stays in the ledger and in every count that comes off metadata.
• url_extraction isn't available → Step 1's discovery route can't run; ask the user instead.
• Discovery returns advertisers unrelated to the category → drop that route and ask the user.
• The user gives a website but no name → take the brand name off the site and carry on.

Scripts

• scripts/build_ledger.py — reads the run's responses and writes ledger.md (Step 4). Python 3, standard library only; --help gives the full usage.

Reference

• references/pulling-competitor-ads.md — reaching the right advertiser and pulling what it runs: the endpoints and their accepted values, proving the page belongs to the competitor, paging deep enough to reach the long-runners, what each ad comes back carrying, and the traps that bill for nothing (Step 3).
• references/reading-one-ad.md — the prompts sent to the vision model for a video and for a still, and how each teardown is recorded (Step 5).
• references/reading-the-set.md — turning the teardowns and the ledger into ad-set-analysis.md: coverage and limits, naming a pattern rather than assuming one, the lines of inquiry, how much evidence a conclusion needs.