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Use Case: Research and Competitive Intelligence

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From Hours of Reading to Minutes of Insight

Research takes time. Reading reports, synthesizing findings, tracking competitors, monitoring markets—it’s valuable work that consumes valuable hours.

AI can read, synthesize, and summarize faster than any human, freeing researchers for analysis and strategy.

The Research Challenge

Traditional research is labor-intensive:

  • Reading volume: Too many reports, articles, and documents
  • Synthesis difficulty: Connecting insights across sources
  • Recency pressure: Information ages quickly
  • Coverage gaps: Can’t monitor everything

How AI Helps Research

Document summarization: “Summarize the key findings from this 50-page report”

AI extracts main points in minutes, not hours.

Multi-source synthesis: “Compare the market outlook across these five analyst reports”

AI identifies agreements, disagreements, and unique insights.

Question answering: “What do these reports say about AI adoption in banking?”

AI finds relevant sections and synthesizes answers.

Gap identification: “What topics are these reports missing that we should investigate?”

AI identifies what’s not covered.

Competitive Intelligence

Track competitors systematically:

Product monitoring: “What new features has Competitor X launched this quarter?”

Pricing analysis: “Compare pricing across our top 5 competitors”

Positioning research: “How does Competitor Y describe their differentiation?”

News tracking: “What’s been said about Competitor Z in the last month?”

Research Workflow with AI

  1. Define questions: What do you need to know?
  2. Gather sources: Reports, articles, documents
  3. AI processes: Summarizes, extracts, synthesizes
  4. Human reviews: Validates, interprets, strategizes
  5. Insight delivered: Faster, more comprehensive

Using Deep Agent for Research

In Calliope’s Deep Agent:

Comprehensive research: “Research the current state of AI in healthcare. Synthesize findings from at least 10 sources. Identify key trends, challenges, and opportunities.”

Competitive analysis: “Build a competitive analysis comparing our product to the top 3 competitors. Include features, pricing, positioning, and customer sentiment.”

Market assessment: “What’s the market size and growth trajectory for AI development tools? Who are the key players?”

What AI Does Well

Volume processing: Reading and extracting from hundreds of documents

Pattern finding: Identifying themes across sources

Consistent extraction: Same information extracted same way every time

Citation tracking: Linking insights to sources

What Humans Do Better

Strategic interpretation: What does this mean for us?

Quality judgment: Which sources are reliable?

Novel insights: Connections AI hasn’t been trained to see

Action planning: What do we do with this information?

Building Research Capability

Make AI research effective:

  • Curate source quality: AI output is only as good as input
  • Define clear questions: Specific questions get better answers
  • Validate findings: Spot-check AI summaries against sources
  • Iterate prompts: Refine what you’re asking for
  • Build research templates: Reusable patterns for common research

Research Governance

Enterprise research needs guardrails:

  • Source tracking: Know where information comes from
  • Date awareness: Know how current information is
  • Bias recognition: Understand source perspectives
  • Confidentiality: Keep research findings appropriately restricted

The Research Checklist

For AI-assisted research:

  • Research questions clearly defined
  • Quality sources identified
  • AI tools configured for research
  • Human review process established
  • Citation and source tracking working
  • Research templates created for common needs

From reading to insight, faster.

Accelerate research with Calliope →

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