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Work with research

Research is the middle rail: what the workspace established, with the evidence attached. Reading it well — including knowing when not to believe it — is most of the skill in using this module.

The research rail with twelve completed items

Open one from the Research rail.

A completed research item showing its question, summary, findings, and sources

Every item has the same structure.

Question — what it set out to answer. Worth reading first, because it tells you what the AI thought you were asking.

Status — whether it completed, and whether it completed with gaps.

Summary — the short answer.

Findings — the detail, section by section.

Sources — real links, listed with the findings they support.

Each item also carries a five-star rating. Use it — research that turned out to be wrong is worth marking while you still remember why.

Question, then sources, then summary. Not the other way round.

The summary is the most confident-sounding and least checkable part. Reading it first anchors you to a conclusion before you have seen what it rests on.

Reading the question first catches the most common failure: the AI answered a slightly different question than the one you meant. That is cheap to fix by re-asking and expensive to discover after you have written the document.

Three questions separate research you can use from research that only sounds finished.

How many sources, and what kind? Every step in the AI panel carries a Sources used count you can expand.

The Sources used disclosure expanded to show the links behind a step

A finding backed by three vendor documents is not the same as one backed by a single blog post, and the prose gives no clue which you have.

Do the sources say what the finding says? Follow at least the load-bearing ones. Summarisation drift is real, and it is worst on numbers.

What is missing? The panel reports “Research completed with evidence gaps” instead of hiding them. A gap on a criterion that matters is a task, not a footnote.

Steer it with instructions rather than corrections

Section titled “Steer it with instructions rather than corrections”

If research keeps coming back in the wrong shape, fix the workspace’s AI instructions rather than arguing in chat.

Three instructions reliably improve output: constrain source quality, force a comparable unit, and require gaps to be declared. The example workspace uses all three, which is why its pricing research reports one comparable number per provider instead of “pricing varies by plan”, and why the finished document flags every claim it could not source.

A callout in the finished document flagging a claim the AI could not source

Three actions sit along the top of an open research item.

The three actions on an open research item

Create from research writes a content item from it and carries the provenance across. This is the normal path.

Download Markdown takes the item out as a file, for when it belongs somewhere other than this workspace.

Asset metadata edits how the item appears in the service’s Asset Library, so it is findable outside the workspace.

The Asset metadata dialog with name, description, keywords, and an AI suggestion button

Ask AI to suggest metadata fills those fields for you, and Pinned in this Workspace keeps the item to hand.

Research items get no page status, landing page, or collection, because research is never published from the workspace. What the metadata does instead is make the item findable from outside: research and scratchpads are registered as service assets, so they appear in any asset picker under Workspace Research and Workspace Scratchpad. That is the only route evidence takes between workspaces. Content and metadata settings covers every field.

Remove takes an item out of the workspace, and it is tempting to clear out the research that did not support the conclusion.

Keep it. A decision record holding only supporting evidence proves nothing. The rejected option, with its evidence intact, is what makes the choice credible a year later.

Run a decision end to end puts research in the context of the whole job. Evidence and provenance explains what the workspace is tracking and why.