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What’s Included

  • Web search and scraping
  • AI analysis and synthesis
  • Structured data extraction
  • Multi-source aggregation

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Basic Research Workflow

Step 1 — Define questions: 
Research "Acme Corp":
- Recent news and announcements
- Key executives
- Funding history
- Main competitors
Step 2 — Gather information: 
Use @Perplexity to search for recent news
Use @Exa to find relevant articles
Step 3 — Synthesize: 
Create a structured report:
- Executive summary
- Key findings per question
- Sources cited

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AI Search Tools

ToolBest for
PerplexityCurrent events, factual questions
ExaFinding relevant documents and pages
FirecrawlExtracting data from specific URLs

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Perplexity

Use @Perplexity to answer: What is Acme Corp's latest product launch?

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Exa

Use @Exa to find the 10 most relevant articles about Acme Corp's AI strategy

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Web scraping

Scrape Acme Corp's team page to get all executive names and titles

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Example: Lead Research

Step 1 — Input: 
@form Enter company name and website URL
Step 2 — Research: 
Use @Perplexity to find:
- Company size and industry
- Recent news
- Technologies they use
- Potential pain points
Step 3 — Generate report: 
Create a structured report:
- Company overview
- Key findings
- Recommended approach
- Sources

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Advanced Patterns

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Multi-source research

Search using @Perplexity
Also find articles via @Exa
Combine into a single report

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Structured extraction

Extract all mentions of:
- Company names (with context)
- Dollar amounts (with reference)
- Dates (with events)

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Human review

@form Review findings:
- Approve and continue
- Request more research
- Edit the summary

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Tips

  1. Be specific — Narrow questions get better results
  2. Use multiple sources — Cross-reference information
  3. Verify facts — AI can hallucinate, check sources
  4. Structure output — Consistent formats for easy comparison

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Next

Batch Runs

Research at scale

Outreach Automation

Use research in outreach