WORKFLOW RECIPE

Build an AI research workflow

A repeatable process for collecting sources, extracting evidence, organizing findings and checking important claims.

Workflow map

Question → sources → extraction → evidence table → fact-check → output

Core tools: Perplexity or another research tool for source discovery, ChatGPT or Claude for analysis, and a document or database for evidence tracking.

STEP 1 · QUESTION

Define the research task

Write one focused question, define the date range and list the decisions the research should support. Set inclusion and exclusion rules before collecting sources.

STEP 2 · SOURCES

Collect source material

Prioritize primary documents, official announcements, papers and reputable reporting. Save the source URL, title, publisher and publication date.

STEP 3 · EXTRACTION

Extract claims and evidence

Give the AI assistant the source material and ask for claims, supporting evidence, dates, numbers and uncertainties. Keep citations attached to each finding.

STEP 4 · ORGANIZE

Build an evidence table

Store each claim beside its source, date, supporting passage and confidence note. Separate sourced facts from AI-generated interpretation.

STEP 5 · VERIFY

Fact-check important claims

Open the original source for material claims, confirm dates and figures, and resolve conflicting evidence before publishing or making a decision.

Suggested output

  1. Executive summary
  2. Key findings with citations
  3. Evidence and source table
  4. Conflicting or uncertain points
  5. Open questions and next checks

AI output can contain errors. Treat source documents as the authority for important factual claims.