AI Workforce / Research

Google SheetsSlackGmail
Research

Market Research

WHEN YOU NEED A READ ON THE MARKET

What it does

An AI Employee gathers public market context and your internal notes into a structured brief: what is changing, what is noisy, and what is still unknown.

The problem

Strategy conversations start with anecdotes. The last research deck is a year old and nobody wants to rebuild it.

Trigger

Starts when you need a read on the market.

Tools and systems

Connections depend on your deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.

Google SheetsSlackGmail
  • Email
  • Slack
  • Google Sheets

What it reads

  • Messages in the connected inbox
  • Internal alerts and threads you route to Slack
  • Rows and columns you map in Google Sheets

Actions it can take

  • Reply or reach out on the connected channels you allow
  • Read and update mapped spreadsheet rows
  • Notify the team in Slack with a summary
  • Hand off to a person when the request is outside the playbook

Human controls

  • You define the question. The AI does not pick a strategy.
  • Sources are listed. Unsourced claims are labeled as such.
  • Confidential plans stay out of the brief unless you include them.

Workflow steps

  1. 1You name the market question and the sources in bounds.
  2. 2The AI Employee collects public information and internal files you provide.
  3. 3It writes findings, sources, and gaps.
  4. 4The brief is delivered to Slack, email, or a doc.
  5. 5Your team decides what, if anything, to change.

Example use case

You ask how local competitors are talking about membership plans. A brief lists public offerings, common claims, and three questions worth validating with customers. No recommendation is treated as a decision.

Often handled by your AI Marketing Employee, as part of the broader AI Workforce.

How to customize

This job is configured around your knowledge, hours, approval rules, and the systems in this deployment. Connections depend on the deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.

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