Illustrative research workflows

Research Systems

Different teams ask different questions. These examples describe possible research workflows, not deployed systems or client results. Each needs its own approved inputs, method, and reviewer.

Leadership

Question: What evidence should inform this strategic decision?
Required inputs: Strategy documents, market sources, and prior decisions
Output: Sourced decision brief
Reviewer: Decision owner

Product

Question: What are customers asking for and how is the market changing?
Required inputs: Customer feedback, product data, and market sources
Output: Product research brief
Reviewer: Product lead

Engineering

Question: Which technical options fit the stated requirements?
Required inputs: Requirements, technical documentation, and relevant benchmarks
Output: Technical landscape brief
Reviewer: Engineering lead

Design

Question: What evidence informs this user experience decision?
Required inputs: User research, accessibility guidance, and design references
Output: Design research brief
Reviewer: Design lead

Marketing

Question: What has changed for our audience and competitors?
Required inputs: Audience research, competitor sources, and campaign context
Output: Market and competitor update
Reviewer: Marketing lead

Sales

Question: What should we know before the next prospect conversation?
Required inputs: Account history, approved prospect sources, and offer context
Output: Sourced account brief
Reviewer: Account owner

Customer Success

Question: What client context matters for this renewal or review?
Required inputs: Client history, usage context, and approved external sources
Output: Client context brief
Reviewer: Client lead

Support

Question: What evidence and approved guidance address this issue?
Required inputs: Issue history, product documentation, and approved guidance
Output: Issue research brief
Reviewer: Support lead

Operations

Question: Where does a recurring process problem arise?
Required inputs: Process records, exception logs, and documented practices
Output: Process investigation brief
Reviewer: Process owner

Finance

Question: What do the available figures and market sources indicate?
Required inputs: Approved financial data, assumptions, and market sources
Output: Sourced financial analysis
Reviewer: Finance lead

Human Team

Question: What does current talent and workforce evidence suggest?
Required inputs: Workforce data, role requirements, and labor market sources
Output: Talent research brief
Reviewer: People lead

Agent Team

Question: Where is agent research weak or hard to trace?
Required inputs: Sample briefs, source references, and review feedback
Output: Research quality assessment
Reviewer: Workflow owner

Start with one recurring question.

Define its sources, output, and named reviewer before configuring agents.

Explore the Research OS