All templates
Activities

PREP & RESEARCH MODE

Use when: Starting a new project, preparing for meetings, staying informed, or investigating a topic

Competitive Intelligence Brief

Prompt
Create a competitive intelligence brief on [COMPANY/PRODUCT NAME]. 

Include:
- Recent news and announcements from the last 90 days
- Product/feature updates and launches
- Pricing changes or positioning shifts
- Key executives and recent leadership changes
- Customer sentiment from reviews and social mentions
- Strengths and weaknesses relative to our offering
- Strategic opportunities or threats

Format as a concise executive summary with key takeaways at the top.
Tools used

Tavily, News Search, Web Browser Agent

Industry Trend Deep Dive

Prompt
Research the top 5 trends shaping the [INDUSTRY] industry in 2024-2025.

For each trend:
- Define what it is and why it matters
- Provide 2-3 concrete examples or case studies
- Include relevant statistics and data points
- Note key players driving or benefiting from this trend
- Assess the impact timeline (immediate, 1-2 years, 3+ years)

Cite sources and include links to original research where available.
Tools used

Tavily, Scholar Search, Exa, FRED Economic Data

Pre-Meeting Briefing

Prompt
Prepare a pre-meeting briefing for my meeting with [PERSON/COMPANY NAME] on [DATE/TIME].

Include:
- Background on the attendee(s) - role, tenure, recent activity
- Our company's history with this contact (if any)
- Their company's recent news, earnings, or announcements
- Key discussion topics based on the meeting purpose: [PURPOSE]
- 3-5 thoughtful questions to ask
- Potential objections or concerns to anticipate
- Recommended talking points aligned with our goals

Keep it to one page - scannable in 5 minutes.
Tools used

Tavily, LinkedIn, News Search, Web Browser Agent

Research Synthesis & Literature Review

Prompt
Conduct a research synthesis on: [TOPIC/QUESTION]

Search academic sources, industry reports, and credible publications. Provide:
- Summary of current consensus or key findings
- Areas of agreement and disagreement in the literature
- Gaps in current research or knowledge
- Methodologies commonly used in this space
- Key thought leaders and their perspectives
- Practical implications for practitioners

Include at least 10 sources with brief annotations.
Tools used

Scholar Search, Academic Papers, PubMed Search, Tavily

Customer & Market Research

Prompt
Research the [TARGET AUDIENCE] market segment for [PRODUCT/SERVICE].

Find insights on:
- Demographics and psychographics
- Pain points and challenges they face
- Where they spend time online (communities, publications, social platforms)
- Language and terminology they use
- What solutions they're currently using
- Price sensitivity and buying triggers
- Influencers or voices they trust

Compile findings into actionable customer insights for [USE CASE: marketing/product/sales].
Tools used

Tavily, Exa, Web Browser Agent, Reddit/Forum Search

Regulatory & Compliance Scan

Prompt
Research current regulations and compliance requirements for [ACTIVITY/INDUSTRY] in [LOCATION].

Cover:
- Applicable laws and regulatory bodies
- Recent or upcoming regulatory changes
- Compliance deadlines and requirements
- Penalties for non-compliance
- Industry best practices for compliance
- Resources for staying updated

Flag any urgent deadlines or high-risk areas requiring immediate attention.
Tools used

Tavily, Government Website Browser, News Search