Research and Draft a Document

This workflow connects source gathering with a usable written result. Start from web pages, local files, meeting notes, and rough ideas, then produce a sourced report, article, proposal, or release note.

Prepare before you start

• The central question.
• Time, region, industry, or product boundaries.
• Required or excluded sources.
• The audience and whether the document is internal, public, or client-facing.
• Output format, length, and citation requirements.

Example prompt

Research how personal AI workspaces have developed over the past year, focusing on local file work, messaging channels, automation, and extensibility. Prefer official documentation and product updates, and record a source for every key claim. Produce a source table and outline first. Wait for my approval before drafting a 2,000-word analysis.

Recommended workflow

1. Build a source table

Record the title, URL, publication date, source type, and the claim each source supports. Treat product docs, news, and commentary separately.

2. Review the outline before drafting

Confirm the questions, section order, and evidence. Fill important source gaps instead of writing around them.

3. Produce the first draft

Keep facts, quotations, and inferences distinct. Use short direct quotations only when necessary and summarize the rest in original language.

4. Adapt the draft for the reader

The same material can become an executive brief, technical proposal, blog post, release note, or presentation outline. State what must remain and what can be shortened.

Result checklist

• Every important factual claim has a source.
• Source dates match the research period.
• Inferences are not presented as confirmed facts.
• The document answers the original question.
• The opening and conclusion fit the intended reader.
• Public output contains no private or internal material.

Continue from here

• Keep the source table and add only new evidence next time.
• Let separate agents handle retrieval, data, drafting, and review, then combine the result.
• Turn a stable format into a Skill.

Related: Multi-agent Routing · Skills · Chat and Sessions