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Research & Build Knowledge
Deep research that ends in a usable asset — organized sources, notes, a knowledge base entry, or a clean report.
5 stages
15 tools
5 prompts
Experience
Budget
5
Stages, with a clear route
15
Hand-picked tools
5
Prompt templates to copy
Verified insights
What you walk away with
Core tools in these workflows
Deep Research Report:
Perplexity
Claude
Google NotebookLM
ChatGPT
Enterprise Knowledge Base Q&A:
Unstructured
Pinecone
Dify
Zapier AI
Batch PDF Summaries:
Claude
ChatGPT
Google NotebookLM
Zotero
Market Trend Briefing:
Tavily
Perplexity
ChatGPT
QuickChart
Citation Formatting:
Claude
Zotero
Semantic Scholar
Citation Machine
Step flow
How the work actually flows
Read the goal → pick a tool → copy the prompt → ship the output
1
Frame the Question
Write the exact question to answer and what a good answer looks like.
Goal
One sharp question and a definition of done.
Recommended tools
Prompt template
Help me frame this research: [topic]. Give the sharpest single question, 3 sub-questions, and the evidence that would settle each one.
Output
Research question
Tip A sharp question cuts your search time in half.
2
Deep Research
Search the web, crawl competitor pages, and pull primary sources on the question.
Goal
Primary sources, not just the top-ranked page.
Recommended tools
Prompt template
Research [question]. Prioritize primary sources, go two pages deep, and list every finding with its source and date.
Output
Raw findings
Tip Go two pages deep — the best material rarely ranks first.
3
Capture & Organize
File the findings into a knowledge base or notes with tags, links, and dates.
Goal
Organized, tagged, retrievable notes.
Recommended tools
Prompt template
Organize these findings into notes: one claim per note, tags, source link, and date. Group them by the sub-question they answer.
Output
Structured notes
Tip Store the original quote, not your paraphrase.
4
Write the Deliverable
Turn the organized findings into a memo, report, or knowledge base entry with a clear conclusion first.
Goal
A deliverable that leads with the answer.
Recommended tools
Prompt template
Write the [memo / report] from these notes. Answer first, then the three strongest pieces of evidence, then what is still uncertain.
Output
Report / KB entry (md / docx / pdf)
Tip Lead with the answer, then the evidence.
5
Verify & Distill
Cross-check claims against sources and extract the two or three takeaways to act on.
Goal
Verified insights, and honest uncertainty.
Recommended tools
Prompt template
Cross-check this draft against the sources. List any claim you cannot verify, any number that moved, and the 3 takeaways worth acting on.
Output
Verified insights
Tip Flag anything you couldn't verify — readers trust the honesty.
Workflows in this builder
Browse the workflows under Research & Knowledge Management — these are the source cards feeding this builder.
Deep Research Report
Produce a structured deep-dive research report with sourced data and charts.
Enterprise Knowledge Base Q&A
Build a RAG knowledge base from internal docs that can answer questions or power a bot.
Competitor Monitoring
Track competitors news and changes on a schedule and get a periodic digest.
Batch PDF Summaries
Read and summarize a batch of PDFs or papers into a literature review.
Market Trend Briefing
Compile a market-trend briefing on a topic from recent public information.
Citation Formatting
Format references (e.g. APA) and summarize each source contribution.