Research

General AI assistants with web search can gather competitor prices, supplier options and summaries with links. Always open the sources before you rely on a number.

How to set it up

  1. Write a clear question and what format you want back.
  2. Ask for sources with every claim.
  3. Click through to verify key numbers.
  4. Save the prompt so you can rerun it monthly.

Recommended tools

Prices as cited in our guides; confirm on the vendor's page before you buy.

Templates for this task

All templates →
Prompt packUntested

Prompt pack: meeting notes

Turn transcripts into summaries, decisions, action-item tables, follow-up emails and CRM notes.

WorksheetUntested

Agent readiness worksheet

Printable 20-minute worksheet: pick a task, map the data, write the process, set limits, measure.

Related guides