Skip to main content
modiva.ai
Sign In
← All playbooks

G2 Playbook

How to Monitor G2 Reviews and Competitive Standing With AI Agents

G26 min read

Your G2 standing moves whether or not anyone's watching — a new review, a competitor climbing a grid, a category shift. The teams that stay ahead of it don't refresh the G2 site all day; they wire it into their stack. Here's how.

What top teams do

The habits behind teams that treat their G2 presence as a live signal, not a quarterly check-in.

Pull reviews, don't refresh the page

Read new reviews through the API as they land instead of someone checking the product page by hand.

Why it works: A review answered within a day reads very differently from one answered a week later. You can only respond fast to what you see fast.

Watch the category, not just yourself

Read products and categories to track where you sit relative to competitors, rather than eyeballing the grid.

Why it works: Competitive standing is a moving target; a programmatic read turns 'where are we now' into a number you can trend.

Route sentiment to the right team

Send a summary of new reviews to the team that owns the theme — product for feature gaps, support for service complaints.

Why it works: Reviews are feedback with a public audience. Getting each one to the team that can act on it is the whole point of monitoring.

How this plays out in practice

Generalized examples of the kinds of teams running this play.

A B2B SaaS marketing team

Pulled new G2 reviews into a channel with a one-line summary, so responses went out the same day instead of at the monthly review.

A product team at a scale-up

Read category and competitor products through the API to trend their standing, replacing a manual quarterly screenshot with a live number.

The examples above are generalized, illustrative descriptions of common approaches across the industry. They are not based on, attributed to, or affiliated with any specific company or individual, and are provided for educational purposes only.

Steal these templates

Copy-paste starting points. Swap the brackets for your own topic and ship.

Review monitoring sketch
DAILY: read new reviews for our product
  IF rating <= 3 → summarize + route to #support
  IF mentions a feature request → route to #product
WEEKLY: read our category → trend our position vs top competitors

Do it with Modiva

Here’s how to run this play for real — connect once, then publish, schedule and automate across every platform from one place.

  1. 1

    Connect G2 to Modiva

    Sign in at modiva.ai, open Connections → New connection and pick G2. You authorize on G2's own screen — Modiva stores only a scoped, encrypted token, never your password. The free tier connects your first three accounts at no cost.

    💡 Connecting once makes G2 available to every REST API call and MCP key in your workspace — you never wire up OAuth again.

  2. 2

    Read your products and reviews

    Use Modiva's G2 tools to list products, categories and reviews (survey responses). Scope reviews to your product to pull just yours, or read a category to see the competitive set.

  3. 3

    Summarize and route

    Have an MCP-connected agent summarize new reviews and route each to the team that owns the theme — product, support or marketing — so feedback reaches someone who can act on it.

    💡 G2 buyer-intent and market-signal data come as warehouse feeds (BigQuery/Snowflake), not REST — this play focuses on the products, categories and reviews the API exposes directly.

  4. 4

    Let an AI agent run the busywork

    Create an MCP key and point your AI assistant (Claude, Cursor, or any MCP client) at Modiva. The agent can draft variations, schedule posts, pull engagement and reply to comments through typed tools — across every connected platform at once.

    💡 Describe the playbook to your agent in plain language ('repurpose this video into 5 platform-native posts and queue them') and let it call the tools.

FAQ

What can Modiva read from G2?

Products, categories and reviews (G2 exposes reviews as survey responses) over its v2 data API. The connection is read-only.

Can Modiva read G2 buyer intent?

Not through this connection — G2 delivers buyer-intent and market-signal data as BigQuery/Snowflake feeds rather than simple REST reads, so the tools focus on products, categories and reviews.

How does G2 authentication work?

G2 uses OpenID Connect (OAuth 2.0). You authorize once on G2's consent screen; Modiva stores a scoped, encrypted token and refreshes it automatically.

Run this playbook with Modiva

Start free

Connect the platforms in this playbook

G2 APIConnect G2

Related playbooks

How to Automate Slack Notifications From Your Stack With AI AgentsHow to Automate Mailchimp Email Marketing With AI AgentsHow to Turn Social Media Engagement Into HubSpot Pipeline