The biggest drain on commerce teams isn't effort. Repetition is — re-running the same analysis, rebuilding the same reports, and maintaining alignment across teams that are moving fast.

Advisor was built to eliminate guesswork. Now, with the launch of Templates and Schedules, it eliminates the repetition.

Introducing Templates and Schedules

Templates and Schedules is a new module within Advisor that gives brands a smarter way to operationalize their intelligence workflows. It's built around two features and together, they change what it means to run a consistent, high-performing ecommerce operation.

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Templates: Build it once. Use it everywhere.

Every team has analyses they run regularly — weekly sales reviews, competitive share checks, content audits. Most of the time, those analyses are rebuilt from scratch, with no guarantee that the filters, categories, and logic stay consistent from one run to the next.

Templates eliminate the problem at the source.

Brands can now convert any Advisor conversation into a reusable template, capturing not only the output, but the exact structure, scope, and logic behind it. Every variable, every filter, every category reference is preserved. The next time an analysis needs to run, teams start from a proven foundation, not a blank slate.

Templates can be kept private, shared with a specific team, or made available across an entire organization. That means senior analysts can build the frameworks, and the rest of the team can execute from them, with full confidence that the methodology is sound and the outputs are comparable across any time period.

This isn't about saving a few clicks. It's about standardizing how a brand evaluates its own performance, so the methodology is never in question.

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Schedules: Set it up. Let it run.

Templates become even more powerful when paired with Schedules.

Brands can now configure any template to run on a recurring basis. Advisor runs the analysis automatically and delivers a notification when it's complete. No manual trigger. No calendar reminder. No guessing whether the report was completed.

For teams managing performance across multiple retailers, categories, or geographies, this is a meaningful operational shift. The same diagnostic that used to require a dedicated block of time now lands in the queue ready to review, with results that are structurally identical to every prior run, making period-over-period comparison clean and immediate.

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What teams are building with Templates and Schedules

• Buy Box Alert: Track lost buy box incidents, identify problematic third-party sellers, and surface the SKUs most at risk.
• In-Stock Alert: Monitor availability across your top SKUs and flag any items with low inventory before it impacts sales velocity.
• Search Rank Tracker: Monitor keyword ranking positions and flag any terms where competitors are gaining ground.
• Competitive Advertising Analysis: Evaluate paid traffic share, keyword coverage, and ad placement trends across your top competitors.
• Competitive Launch Tracker: Track new product launches from your competitors in the category.
• Category Threat Report: Pinpoint momentum shifts in market share from rising competitors.

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Why this matters for ecommerce teams

The brands that win in digital commerce don't just have better data, they have better operating rhythms. Templates and Schedules is what makes that possible at scale. When intelligence workflows run on a consistent cadence, teams stop spending energy on setup and spend it on strategy. Reviews become faster. Decisions become cleaner. And the gap between insight and action closes in a way that compounds over time, not just for one analyst, but across every team member working from the same foundation.

Templates and Schedules joins a rapidly expanding set of capabilities inside Advisor, including the recent integration of Beacon, which brought real-time sales data, advertising ROI, and shopper sentiment signals directly into the platform. Together, these features make Advisor the most complete intelligence and automation layer available to consumer brands operating in digital commerce.

The goal has always been to give brands the infrastructure to move at the speed the market demands. Templates and Schedules is the next step toward a world where the most important analyses run themselves, and teams spend their time on the decisions that only humans can make.

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