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THE PRACTICAL WORKFLOW

A source-backed research brief

A one-page brief with an evidence table, open questions and original source links.

START WITH

A specific question and a collection of permitted source documents.

YOUR STARTING TOOLKIT

Perplexity Gemini Notebook (NotebookLM)

WALK AWAY WITH

A one-page brief with an evidence table, open questions and original source links.

Make a small first version.

  1. 01

    Set the brief

    Define the question, date range and what would count as useful evidence.

  2. 02

    Make a focused draft

    Find primary sources, record URLs and separate claims from your interpretation.

  3. 03

    Review the result

    Ask for a brief linked to the source set; check each quote and citation.

Your review checklist

  • The output answers the original brief and stays within the supplied facts.
  • Names, numbers, quotations and links match their original sources.
  • Permissions, consent and data retention fit this task.
  • A person responsible for the work has reviewed the final deliverable.

Keep a useful record

Save your input, instructions, selected output and the edits you made. Note the product and plan you used. This makes the next run easier to improve and gives you something concrete to compare.

YOUR STARTING TOOLKIT

Explore the candidates.

Perplexity

Start a research question with search-assisted answers and source links.

Research & Data
GIVE IT SOME CONTEXT

A prompt to get moving.

Research & Data

Turn a question into a research plan

My question is [question]. My audience is [audience]. Define the scope, key terms, date range and inclusion criteria. List the primary-source types to seek. Return a research plan, an evidence-table template and unresolved questions. Do not invent citations.

Research & Data

Audit a claim against a source

Using only the source below, assess this claim: [claim]. Source: [paste source]. Return: exact supporting passage, what it supports, what it does not establish, and a cautious rewrite. If unsupported, say so explicitly.