Event Intelligence Report Template

What is an event intelligence report?

An event intelligence report is a structured document that captures the strategic insights, competitive signals, and key takeaways from an industry conference, trade show, or major event. It transforms the experience of a few attendees into knowledge the entire organisation can access and act on.

Conferences are expensive — travel, registration, and the time of senior staff. Yet most organisations capture almost nothing from them. Attendees return with notes on their laptops, share a few highlights in a meeting, and the rest is forgotten within weeks. An event intelligence report ensures that every significant observation — competitor presentations, partnership announcements, market trends, and customer conversations — is documented once and available to everyone who could benefit.

Who should use this template?

This template is for teams responsible for extracting value from industry events:

• Competitive Intelligence Analysts — document competitor activities, announcements, and positioning observed at events
• Business Development Managers — capture prospect conversations, partnership opportunities, and market signals
• Product Managers — record competitor feature announcements, customer feedback, and technology trends
• Strategy Directors — synthesise event insights into strategic implications for the leadership team

What’s included in this template?

The template has two parts: structured metadata fields and the report body.

Metadata fields classify each report:

• Event name and location
• Event dates and report author
• Event type (conference, trade show, summit, webinar)
• Priority level (routine, notable, strategic)

Report body captures the full intelligence:

• Event overview — purpose, scale, and relevance to the organisation
• Key presentations — summaries of the most strategically relevant sessions with speaker, topic, and takeaways
• Competitor sightings — product demos, booth observations, announcements, and positioning messages
• Partnership and deal signals — announced or rumoured partnerships, acquisitions, and collaborations
• Market trends — recurring themes and emerging patterns across sessions
• Recommended actions — strategic responses suggested by the event intelligence with owner and priority

How to create and customise this template in Elium

1. Open the Template Builder — Go to your profile menu and select the Template Builder tab, or click “+ Create” and choose “Create a new template”.
2. Set the scope — Choose an icon, enable the template, and decide whether it applies platform-wide or to specific spaces (e.g. Market Intelligence or Strategy).
3. Add structured fields — Click “Field” to add metadata: text fields for event name and location, date fields for event dates, a user field for report author, a tag field for event type (pre-populate with “Conference”, “Trade Show”, “Summit”, “Webinar”), and a tag field for priority level. Mark event name and author as mandatory.
4. Build the report structure — Use the “+” button to add content blocks: a text block for event overview, text blocks for key presentations and competitor sightings, a text block for partnership signals, a text block for market trends, and a table block for recommended actions (columns: action, priority, owner).
5. Preview and save — Review the template layout, then save. Analysts and attendees can now select it when reporting on events, and you can apply it to existing content in bulk.

How AI helps you create and use this template

Capture faster. Paste raw notes, photos of slide decks, or voice memo transcripts from the event into Elium’s AI. It organises the content into structured sections — presentations, competitor observations, and trends — so the analyst curates rather than restructures.

Retrieve smarter. A product manager preparing for a competitor launch asks Elium’s AI: “What did CompetitorX present at the Berlin conference last October?” The AI returns the specific session summary, product announcements, and strategic implications from that event report.

Why teams use Elium for event intelligence

Event intelligence has a short shelf life — what attendees observed last week becomes stale within days if not distributed. When reports sit in email inboxes, only the original recipients benefit. Elium makes event intelligence durable: structured reports are searchable by event, competitor, or topic, and insights from one conference inform preparation for the next.

Servier — a global pharmaceutical group with 22,000 employees across 140 countries — uses Elium for real-time intelligence sharing during major industry events. At the J.P. Morgan Healthcare Conference, the CI team posted competitors’ presentations, partnership announcements, and market analysis live — so executive management across the organisation received actionable insights within hours, not weeks.