Research
The artifact that studies the market and the competition with live web search and hands it back with sources attached — the stage where evidence gets made.
4 min read
Artifacts
In one line: Research (⌘2) is the go-and-check step. Give it a topic and it studies market size and competitors with live web search, handing back a document with its sources cited. It comes right after the knowledge base and before you settle on a concept — which is where the tab sits.
Research
An artifact that takes a topic, runs live web search, and hands back a study of the market and competitors — summary and sources included.
TAM / SAM / SOM
Three nested ways to size a market: the whole market (TAM), the slice you could reach (SAM), and the slice you could realistically win (SOM).
Knowledge
⌘1Research
⌘2Interviews
Concept
⌘3Branding
⌘4Design
Spec
⌘5Model
Metrics
Proposal
⌘6Deck
⌘7Q&A
Prototype
⌘8Website
Video
⌘9Team
Risks
Kanban
⌘0Research is the second tab of the gathering stage.
The Research board studies the market with live web search. Type a topic into the bar at the top and run it, or ask the AI chat to "research …". The result gives you an executive summary, TAM/SAM/SOM market sizing, a competitor matrix, cited key findings, and a clickable source list. The [n] markers next to a sentence jump straight to the source they came from, so you can check the evidence.
Insert into proposal: the "Insert into proposal" button above the result appends the whole research write-up into your proposal document in one click. No re-typing.
Research
Spec
Model
Proposal
How the groundwork flows: study → plan → check the numbers → fold it into the proposal. The tab order follows exactly this.
To kick it off from chat, try saying:
Research
“Research the pet-healthcare market and lay out the competitors.”
Research is versioned too. Open Version history (⌘⇧H) on the tab to browse and restore an earlier run — so re-running it costs you nothing.
What are the [n] numbers in Research?
They are citation markers. Click one to jump to that entry in the source list below and see where the claim came from.
How do I get the research into my proposal?
One click on the "Insert into proposal" button above the result appends the whole thing to your proposal.
Interviews
Where research collects what other people already wrote, interviews holds what you asked yourself: the question guide, who you spoke to, and the insights that came out of it.
Insights come first — the conclusion is the deliverable, not the raw material.
Every insight carries the participants it rests on. One source and it is marked a hypothesis, with confidence forced to low.
Participants are recorded under aliases (P1, Buyer A…). This is not a place that needs real names.
Even before you run one, generating the question guide is useful: it lets you drop the questions your research already answered.
Still need help?
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