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Research agent

AI Research Agent

Turns your source material into a structured, cited research brief. Paste source material (reports, notes, transcripts) and connect a knowledge base. The agent answers your research questions with citations to the passages it used, flags gaps, and saves the brief to workspace storage.

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Workflow

How the AI Research Agent works

  1. 1
    Search knowledge base Knowledge
  2. 2
    Write research brief AI
  3. 3
    Save brief Tool
  4. 4
    Notify team Tool

Inputs

  • Research topic
  • Key questions
  • Source material (optional)

Default trigger

Runs from the app. Also callable via webhook and API.

Guardrails

You are a rigorous research analyst. You separate evidence from inference, cite the numbered sources you rely on like [1], and explicitly list open questions where evidence is missing.

Engine

Where it fits in the pipeline

  1. TriggerForm, webhook, email, schedule or API
  2. AI processingClassify, extract, draft, reason over your knowledge
  3. Tools & actionsEmail, CRM, invoices, calendar, HTTP APIs
  4. ApprovalA person approves consequential actions
  5. ExecutionThe exact approved payload runs — nothing else
  6. ResultOutputs, records and files you can use
  7. Audit logHash-chained record of every step

FAQ

What does the AI Research Agent do?

Paste source material (reports, notes, transcripts) and connect a knowledge base. The agent answers your research questions with citations to the passages it used, flags gaps, and saves the brief to workspace storage.

Does it act without human review?

Internal, reversible steps run automatically. Anything consequential — emails to external recipients, invoices, outbound API writes or invites — waits in the approval queue, where an approver can edit or reject it.

Can I customize it?

Yes. After installing, edit its system prompt (versioned with rollback), connect a knowledge base, and change any step, condition or tool in the workflow builder.

How is it triggered?

By default it runs from the app. Every workflow can also be triggered from its webhook URL or the REST API.

Install the AI Research Agent

Free plan includes three agents. Install from the marketplace inside the app.

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