Hand off complex, recurring work without compromise

Merciv Playbooks run your team’s recurring research, reporting, and deliverables exactly the way you set them, with every claim linked to its source.

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PlaybooksMonthly Business ReviewNew

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Monthly Business ReviewGrades every market on revenue, share, brand health, and media against plan and last year, explains what moved, and publishes the review with a scorecard and run record.

DKDana KimPrivateWeekly

SettingsStepsRun history

TriggerWhen it runs on its own.

Weekly on Fri · 08:00 · America/New_York

Data accessWhat every run may read.

WebCompany knowledgeAll apps

InputsEvery run starts from these values.

Plan and actuals*The workbook every run reads; each run saves its next version

fy27_plan_vs_actuals.xlsxCompany knowledge

Focal brand*

Northfield Body Care

Markets Optional

Europe, Asia Pacific

Flag a market behind plan by Optional

Additional details OptionalBenchmark us against our two main competitors, and escalate red markets that make up 10% or more of revenue.

Monthly Business Review Setup

Oct 31

2 sources

Turn our monthly business review into a playbook. Grade every market against plan and last year, explain what moved, and publish the deck with a scorecard.

Worked12m 08s

214 sources2 files

I’ve saved the playbook as a draft: Monthly Business Review. It’s set to run Fridays at 8 AM Eastern, but the schedule stays off until you open the playbook and turn it on.

How it grades each market

Every market gets one of three grades against plan and last year, and the playbook uses that grade everywhere: the scorecard, the order of the deck, and the deep dives.

On track: within 1% of plan on revenue and share, with brand health holding.

Watch: 1–3% behind plan, or share down two periods in a row.

Off track: more than 3% behind plan. Each one gets a deep dive that tests competing reasons and names the check that settles it.

What it publishes

A deck with one slide per market, off track first, plus the scorecard and a record of what each run read and changed.

What I took from your last review

Competitor benchmark added. Every market slide now shows share against your two main competitors, from the same period.

Escalation rule kept. Red markets that make up 10% or more of revenue go to the top of the deck.

Ask Merciv, type / or @ for context and skillsAuto

Merciv is AI and can make mistakes. Please double-check cited sources. Trust Center

Make a Playbook for your recurring work: monthly business review, weekly category read, competitor teardown, brand health tracker, retailer line review, product launch readout, price and promo watch, quarterly board deck, campaign wrap report, share of shelf audit, shopper sentiment pulse, innovation pipeline, category trend report, competitive battlecard, joint business plan, weekly reviews digest, paid media scorecard, new market assessment, annual category review, concept test readout

monthly business reviewweekly category readcompetitor teardownbrand health trackerretailer line reviewproduct launch readoutprice and promo watchquarterly board deckcampaign wrap reportshare of shelf auditshopper sentiment pulseinnovation pipelinecategory trend reportcompetitive battlecardjoint business planweekly reviews digestpaid media scorecardnew market assessmentannual category reviewconcept test readout

Four ways to start a Playbook

You set the methodology and cadence once, and Merciv repeats it for you. The finished deliverable gets made your way, every time.

Turn work you’ve already done and feedback you’ve already given into a repeatable process, using natural language.
Request a tailored demo
Body Wash Repeat Rate Drop at Target
Most of the drop is at Target. Repeat rate on the 18 oz body wash fell 3.1 points after the October reset moved it to the bottom shelf.
Repeat Rate by RetailerSpreadsheet
Today
This is the read I need every month. Save it as a playbook: same retailers and cuts, check the planogram before blaming price like you did here, and flag any retailer down more than 2 points.
Worked1m 52s86 sources
I’ve saved the playbook as a draft: Monthly Repeat Rate Watch. It runs the first Monday of each month at 8 AM Eastern, and the schedule stays off until you turn it on.
What it keeps from this chat
Same cuts. Repeat rate by retailer, pack size, and region, against last month and last year.
Your order of checks. Shelf resets from the planogram first, then distribution, then price and promo.
Your threshold. Any retailer down more than 2 points leads the report, with the cause beside it.
Body Wash Repeat Rate Drop at Target
Most of the drop is at Target. Repeat rate on the 18 oz body wash fell 3.1 points after the October reset moved it to the bottom shelf.
Repeat Rate by RetailerSpreadsheet
Today
This is the read I need every month. Save it as a playbook: same retailers and cuts, check the planogram before blaming price like you did here, and flag any retailer down more than 2 points.
Worked1m 52s
I’ve saved the playbook as a draft: Monthly Repeat Rate Watch. It runs the first Monday of each month at 8 AM Eastern, and the schedule stays off until you turn it on.
What it keeps from this chat
Same cuts. Repeat rate by retailer, pack size, and region, against last month and last year.
Your order of checks. Shelf resets from the planogram first, then distribution, then price and promo.
Your threshold. Any retailer down more than 2 points leads the report, with the cause beside it.
Upload your SOPs, past decks, templates, and brand guidelines, and Merciv builds the Playbook from them, with your input, review, and approval at every step.
Request a tailored demo
Target Category Review Setup
Category Review Template.pptxCategory Review SOP.docxPlanogram FY27.xlsx
Use the template and our SOP to build a playbook that updates this deck every month, after the Circana refresh. Keep the buyer’s slide order, write the commentary like the September deck, and flag any SKU that loses more than 5% of its velocity.
Worked4m 51s3 files
I’ve drafted Target Category Review. It updates the deck on the 5th business day of each month, once the new Circana data lands, and stays off until you’ve reviewed the steps.
What I took from your files
The template. All 14 slides keep the buyer’s order and your formatting. Charts are rebuilt from the new data each month.
The SOP. Steps follow its order: category, then segment, then SKU. Its sign-off becomes a review step, so nothing reaches the buyer before you approve it.
The planogram. Velocity is read against current shelf space, so a drop after a reset is called a reset, not a demand problem.
One thing to confirm
The SOP leaves out club, but slide 6 still has a Sam’s Club column. I kept it and marked it for review.
Target Category Review Setup
Category Review Template.pptxCategory Review SOP.docx
Use the template and our SOP to build a playbook that updates this deck every month, after the Circana refresh. Keep the buyer’s slide order, write the commentary like the September deck, and flag any SKU that loses more than 5% of its velocity.
Worked4m 51s3 files
I’ve drafted Target Category Review. It updates the deck on the 5th business day of each month, once the new Circana data lands, and stays off until you’ve reviewed the steps.
What I took from your files
The template. All 14 slides keep the buyer’s order and your formatting. Charts are rebuilt from the new data each month.
The SOP. Steps follow its order: category, then segment, then SKU. Its sign-off becomes a review step, so nothing reaches the buyer before you approve it.
The planogram. Velocity is read against current shelf space, so a drop after a reset is called a reset, not a demand problem.
One thing to confirm
The SOP leaves out club, but slide 6 still has a Sam’s Club column. I kept it and marked it for review.
Take full control over every step of a workflow, from data collection and cleaning through synthesis, analysis, and reporting.
Request a tailored demo
Weekly price watchEdit
Read the price tracker
Check shelf and online pricesEvery tracked SKU at Target, Walmart, Kroger, and Amazon, with pack size, unit price, and the date it was seen.4 retailers
Find new promotionsCirculars, digital coupons, and BOGO offers that started or ended since the last run.
Explain the bigger movesFor any price change over 5%, the likely reason: a pack change, a promo cycle, or a list increase.
DeliverableWhat the run hands back, with the sources behind it.
Add a step
Weekly price watchEdit
Read the price tracker
Check shelf and online pricesEvery tracked SKU at Target, Walmart, Kroger, and Amazon, with pack size, unit price, and the date it was seen.4 retailers
Find new promotionsCirculars, digital coupons, and BOGO offers that started or ended since the last run.
Explain the bigger movesFor any price change over 5%, the likely reason: a pack change, a promo cycle, or a list increase.
DeliverableWhat the run hands back, with the sources behind it.
Add a step
Run one from Merciv’s library of 30+ Playbooks, built and tested by our team and the experts we work with.
Browse the library
Cultural & Social Trend ScanExplore the cultural conversation around a topic and identify whitespace for authentic brand participation.
Unmet Needs & Pain Point MiningMine reviews, social, and search for the most frequent and intense unmet needs in a category.
Competitor Move MonitorSummarize a competitor’s recent strategic activity and assess intent and competitive implications.
Share of Search AnalysisQuantify branded and category search share versus competitors and link it to market momentum.
Voice of Customer from ReviewsExtract and rank the attributes, complaints, and delighters consumers mention in reviews for a product.
Retail Assortment & Distribution ScanAssess assortment, visibility, pricing, and ratings at retail and identify distribution and merchandising gaps.
Concept & Claims ValidationPressure-test a product concept against demand signals, consumer language, claims, and the nearest competitors.
Trend RadarSurface emerging trends in a category with momentum evidence and a clear read on fad versus durable shift.
Pricing & Promo LandscapeMap competitor price points, pack architecture, and promotional patterns, and find room to move price.
Social Listening BriefStructure a social listening brief with volume, sentiment, themes, influential voices, and what to do.
Sales Battlecard BuilderBuild a ready-to-use competitive battlecard with objections, proof points, and talk tracks.
Share of Voice TrackerQuantify mention volume, engagement, and sentiment for your brand versus competitors across social platforms.
Influencer & Creator LandscapeIdentify the creators driving relevant conversation and the best partnership opportunities for a brand.
Emerging Ingredient & Feature TrendTrack the trajectory of a specific ingredient or feature and judge whether brands should act.
Retail Category LandscapeBuild a category landscape at a retailer with brands, tiers, growth drivers, and category management implications.
Cultural & Social Trend ScanExplore the cultural conversation around a topic and identify whitespace for authentic brand participation.
Unmet Needs & Pain Point MiningMine reviews, social, and search for the most frequent and intense unmet needs in a category.
Competitor Move MonitorSummarize a competitor’s recent strategic activity and assess intent and competitive implications.
Share of Search AnalysisQuantify branded and category search share versus competitors and link it to market momentum.
Voice of Customer from ReviewsExtract and rank the attributes, complaints, and delighters consumers mention in reviews for a product.
Retail Assortment & Distribution ScanAssess assortment, visibility, pricing, and ratings at retail and identify distribution and merchandising gaps.
Concept & Claims ValidationPressure-test a product concept against demand signals, consumer language, claims, and the nearest competitors.
Trend RadarSurface emerging trends in a category with momentum evidence and a clear read on fad versus durable shift.
Pricing & Promo LandscapeMap competitor price points, pack architecture, and promotional patterns, and find room to move price.
Social Listening BriefStructure a social listening brief with volume, sentiment, themes, influential voices, and what to do.
Sales Battlecard BuilderBuild a ready-to-use competitive battlecard with objections, proof points, and talk tracks.
Share of Voice TrackerQuantify mention volume, engagement, and sentiment for your brand versus competitors across social platforms.
Influencer & Creator LandscapeIdentify the creators driving relevant conversation and the best partnership opportunities for a brand.
Emerging Ingredient & Feature TrendTrack the trajectory of a specific ingredient or feature and judge whether brands should act.
Retail Category LandscapeBuild a category landscape at a retailer with brands, tiers, growth drivers, and category management implications.

Body Wash Repeat Rate Drop at Target

Most of the drop is at Target. Repeat rate on the 18 oz body wash fell 3.1 points after the October reset moved it to the bottom shelf.

Repeat Rate by RetailerSpreadsheet

Today

This is the read I need every month. Save it as a playbook: same retailers and cuts, check the planogram before blaming price like you did here, and flag any retailer down more than 2 points.

Worked1m 52s

86 sources

I’ve saved the playbook as a draft: Monthly Repeat Rate Watch. It runs the first Monday of each month at 8 AM Eastern, and the schedule stays off until you turn it on.

What it keeps from this chat

Same cuts. Repeat rate by retailer, pack size, and region, against last month and last year.

Your order of checks. Shelf resets from the planogram first, then distribution, then price and promo.

Your threshold. Any retailer down more than 2 points leads the report, with the cause beside it.

Body Wash Repeat Rate Drop at Target

Most of the drop is at Target. Repeat rate on the 18 oz body wash fell 3.1 points after the October reset moved it to the bottom shelf.

Repeat Rate by RetailerSpreadsheet

Today

This is the read I need every month. Save it as a playbook: same retailers and cuts, check the planogram before blaming price like you did here, and flag any retailer down more than 2 points.

Worked1m 52s

I’ve saved the playbook as a draft: Monthly Repeat Rate Watch. It runs the first Monday of each month at 8 AM Eastern, and the schedule stays off until you turn it on.

What it keeps from this chat

Same cuts. Repeat rate by retailer, pack size, and region, against last month and last year.

Your order of checks. Shelf resets from the planogram first, then distribution, then price and promo.

Your threshold. Any retailer down more than 2 points leads the report, with the cause beside it.

30+ Playbooks, ready to run on your brand

Built and tested by our team and the experts we work with. Pick one and we’ll run it for your brand.

Run a Playbook Build a custom Playbook

Brand Health Diagnostic
See how your brand is showing up on awareness, perception, and advocacy — and what to fix first.
Competitive Brand Teardown
Put your brand next to a rival across positioning, product, marketing, sentiment, and recent moves.
Competitive Landscape & White Space
Map who’s in the category, how it segments, and where white space is opening up.

Consumer Sentiment Deep DiveQuantify sentiment and the trend — top themes, what’s driving it, and real consumer language.
Digital Shelf & SEO AuditCheck search demand, rankings, listing quality, and content gaps between you and the shelf.
Innovation Opportunity FinderTurn unmet needs, trends, and white space into prioritized product or experience concepts.
Audience & Persona BuilderDefine distinct consumer personas with motivations, triggers, objections, and the language they use.
Brand Perception GapCompare how consumers talk about your brand versus a competitor and explain what drives the perception gaps.
Competitor Ad & Creative TeardownTear down a competitor’s ads and creative to extract messaging, format, and audience-response lessons.
Competitor Move MonitorSummarize a competitor’s recent strategic activity and assess intent and competitive implications.
Concept & Claims ValidationPressure-test a product concept against demand signals, consumer language, claims, and the nearest competitors.
Cultural & Social Trend ScanExplore the cultural conversation around a topic and identify whitespace for authentic brand participation.
Emerging Ingredient & Feature TrendTrack the trajectory of a specific ingredient or feature and judge whether brands should act.
Influencer & Creator LandscapeIdentify the creators driving relevant conversation and the best partnership opportunities for a brand.
Market Entry & Expansion AssessmentSize demand, profile competition and barriers, and give a go/no-go read for entering a new market.
Path to Purchase & Conversion DriversAnalyze pre-purchase questions, objections, and conversion drivers for a brand at a retailer.
Positioning & Messaging AuditAudit a brand’s intended versus perceived positioning relative to competitors and recommend a sharper territory.
Price Sensitivity & Value PerceptionCompare price points and what consumers say justifies price, with a value-communication recommendation.
Pricing & Promo LandscapeMap competitor price points, pack architecture, and promotional patterns, and find room to move price.
Reputation & Crisis MonitorScan for negative narratives and emerging issues, assess trajectory, and recommend a response posture.
Retail Assortment & Distribution ScanAssess assortment, visibility, pricing, and ratings at retail and identify distribution and merchandising gaps.
Retail Category LandscapeBuild a category landscape at a retailer with brands, tiers, growth drivers, and category management implications.
Sales Battlecard BuilderBuild a ready-to-use competitive battlecard with objections, proof points, and talk tracks.
Share of Search AnalysisQuantify branded and category search share versus competitors and link it to market momentum.
Share of Voice TrackerQuantify mention volume, engagement, and sentiment for your brand versus competitors across social platforms.
Shopper Journey MapMap the shopper journey from trigger to advocacy and recommend interventions at each stage.
Social Listening BriefStructure a social listening brief with volume, sentiment, themes, influential voices, and what to do.
Trend RadarSurface emerging trends in a category with momentum evidence and a clear read on fad versus durable shift.
Unmet Needs & Pain Point MiningMine reviews, social, and search for the most frequent and intense unmet needs in a category.
Voice of Customer from ReviewsExtract and rank the attributes, complaints, and delighters consumers mention in reviews for a product.
Brand Health DiagnosticSee how your brand is showing up on awareness, perception, and advocacy — and what to fix first.
Competitive Brand TeardownPut your brand next to a rival across positioning, product, marketing, sentiment, and recent moves.
Competitive Landscape & White SpaceMap who’s in the category, how it segments, and where white space is opening up.

Built to handle any data-driven workflow

The steps, sources, and format stay fixed, and the reasoning happens inside each step. Every claim links back to its source and every run is fully auditable, so the work holds up to scrutiny.

Method

The same method on every run

The process you outline, the sources you scope, and the analysis you run stay consistent. The only thing that changes from run to run is the input data, and with it the findings.

Runs on a schedule or on demand
Process, sources, and analysis fixed in the Playbook
Version history to come back to as you iterate

Monthly Business ReviewDana Kim·Private·MonthlySettingsStepsRun history

Nov 5

Europe 4% behind plan; Asia Pacific ahead on share8:12 AMGermany drives the gap after DM took the 500 ml body wash off promotion. Asia Pacific gained share for a third month, led by Japan.

MBR November 2026v1

fy27 plan vs actualsv12

Oct 6

Monthly Business ReviewGermany 3.4% behind plan; every other market on track8:09 AM

Sep 5

Monthly Business ReviewReran after the Circana refresh; Benelux flagged for share loss2:41 PM

Aug 6

Monthly Business ReviewAll six markets on plan; UK repeat rate at a 12-month high8:10 AM

Monthly Business ReviewDana Kim·Private·MonthlySettingsStepsRun history

Nov 5

Europe 4% behind plan; Asia Pacific ahead on share8:12 AMGermany drives the gap after DM took the 500 ml body wash off promotion. Asia Pacific gained share for a third month, led by Japan.

MBR November 2026v1

fy27 plan vs actualsv12

Oct 6

Monthly Business ReviewGermany 3.4% behind plan; every other market on track8:09 AM

Sep 5

Monthly Business ReviewReran after the Circana refresh; Benelux flagged for share loss2:41 PM

Aug 6

Monthly Business ReviewAll six markets on plan; UK repeat rate at a 12-month high8:10 AM

Get the full picture in one place

Stop wasting time pulling data together. A Playbook can draw on every source your team works from.

Internal: Snowflake
Databricks
Google BigQuery
Looker
Tableau
Power BI
SAP
Salesforce
Shopify
SharePoint
Google Drive
Box
Slack
Notion
+ more
Syndicated: Circana
NielsenIQ
Numerator
SPINS
Kantar
Mintel
Euromonitor
YouGov
+ more
External: Reddit
TikTok
Instagram
YouTube
Pinterest
Amazon
Google Trends
Bazaarvoice
+ more
Merciv: Brand context
Product data
Review corpus
Category context
Run artifacts
+ more

Case study

“Just getting the basics right will completely change my daily life.”

Christian LavoieSenior Manager, Consumer & Market InsightsWelch’s

“I spend all the time making that perfect and then… do that 20 more times… And there was zero errors, which I was blown away.”

Insights leadA leading US juice brand

“32 hours, total, to be able to do all those sheets. It took roughly about 3 and a half to four hours for us to be able to really pull off all of those sheets with accuracy.”

Associate brand managerGlobal consumer health

A prompt is an instruction. A Playbook is a procedure.

Workflow builders repeat reliably, but break as soon as a step needs judgment. Scheduled tasks in general AI tools bring judgment, but save a prompt rather than a process. A Playbook combines the two.

A scheduled prompt

Replans the sources, coverage, cuts, and layout on every run
Samples the data when it hits file and context limits
Fills gaps with confident prose
Starts without your past studies, methods, and findings

A Playbook

Runs the same sources, coverage, calculations, and format every time
Runs every step at full depth
Names any source it couldn’t reach and marks the run partial
Starts from what your team already knows

Enterprise-grade security, privacy, and governance

Visit the Trust Center

SOC 2 Type II
Audited annually by an independent third party.
Zero training on your data
Your data will never train a model.
Tenant isolation and encryption
Organization data lives in its own isolated environment, encrypted at rest and in transit.
Permission-aware retrieval
Merciv only retrieves what a given user is already permitted to see, enforced at the time of the query.

See a Playbook run on your brand

Pick one from the library and we’ll run it for you. Or request a tailored demo to see how Playbooks map to your team’s use cases.

Choose a PlaybookBrand Health DiagnosticSee how your brand is showing up on awareness, perception, and advocacy — and what to fix first.Competitive Brand TeardownPut your brand next to a rival across positioning, product, marketing, sentiment, and recent moves.Competitive Landscape & White SpaceMap who’s in the category, how it segments, and where white space is opening up.Consumer Sentiment Deep DiveQuantify sentiment and the trend — top themes, what’s driving it, and real consumer language.Digital Shelf & SEO AuditCheck search demand, rankings, listing quality, and content gaps between you and the shelf.Innovation Opportunity FinderTurn unmet needs, trends, and white space into prioritized product or experience concepts.

Run a Playbook

Brand and category are enough. We’ll email the finished run to your work address.

Hand off complex, recurring work without compromise

Four ways to start a Playbook

01Repeat a process you ran in Merciv

02Work from your own documents

03Build one from scratch

04Start with one of ours