What it does
An AI Employee reads the material you attach, writes a summary at the length you ask for, and lists what it could not verify.
AI Workforce / Research
Research
Research Summaries
WHEN A PACKET OF MATERIAL LANDS
The problem
Someone forwards a long PDF or email thread and asks what it says. The answer takes an afternoon.
Trigger
Starts when a packet of material lands.
Tools and systems
Connections depend on your deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
- 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 specify the question the summary must answer.
- It should not fill gaps with guesses.
- Confidential packets can be limited to named reviewers.
Workflow steps
- 1You drop files, links, or threads into the workflow.
- 2The AI Employee reads them and extracts the requested points.
- 3A summary is written with source pointers.
- 4Unclear or conflicting items are listed separately.
- 5The summary is filed where you want it.
Example use case
A vendor sends a 30-page MSA. The AI Employee returns a two-page summary: term, auto-renew, liability cap, data language, and four clauses a lawyer should still read. The original PDF is attached.
Often handled by your AI Operations 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.
Related work
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Campaign Research
Collects audience notes, competing offers, and channel observations into a brief your marketing team can actually use.
Competitor Monitoring
Tracks public competitor pages, offers, and messaging, then delivers a short digest of what actually changed.
See What an AI Workforce Could Do for Your Business
Walk through the work your team is already doing, then see which jobs an AI Employee could take on.