Market brief
Searches for what has been said recently about a market or a company, reads the best source properly, and writes it up against what you already know.
Sales · Someone asks · 5 steps · Reads your documents · Web search
QuestionThe question
Search the webSearch the web
RetrieveSearch your knowledge
AnswerWrite it up
Answer shownThe report
5 steps in the flowDrag the canvas, or any step, to move it around.
Why teams run it
Searches for what has been said recently about a market or a company, reads the best source properly, and writes it up against what you already know.
How it is governed
- Retrieval respects each source’s own permissions, and the answer names the passage behind it.
- Every run keeps its input, each step’s output, its time and model cost, and any decision.
- In the builder, anything that would change a record or send a message is simulated; reads run for real.
- What you supply
- A search provider key — Brave, Tavily or Serper; Your own notes as a knowledge source.
It ships with test questions
- What has changed in the process safety software market this quarter?
From template to a live agent
The same builder, tests and release review apply to a template as to anything built from scratch.
- Open it as a working flow
- Every step, source, branch and approval is already in place, and every one of them can be changed before it runs on your data.
- Prove it before it ships
- An evaluation set can gate the release, so a change that breaks an answer never reaches anyone. A question it cannot answer from the sources leaves the gate unproven, not passed.
- Keep a person on the decisions
- A run that needs a decision stops and says exactly what approving will do, and who it is waiting for.
- Publish where people work
- A form, an embedded widget, Microsoft Teams or a scheduled batch — with its own access and limits per deployment.
Related templates
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- Deal brief before a callPulls everything known about an account into a one-page brief and sends it to the rep ahead of the call.SalesSomeone asks6 steps
- Lead scorerScores an inbound lead against your qualification criteria so the pipeline is ordered by something other than arrival time.SalesA document or recording is attached5 stepsa person approves
See it run on your own data
We open it in the builder, point it at a sample of your documents and systems, and run it with you.