THE PLAYBOOKS / RESEARCH & AI WORKFLOWS

AI-assisted research synthesis brief

Define the question, the material, and the checks before you hand anything to an AI tool. Keep customer details out unless you have approval, and verify every claim against the source. Treat the output as a draft to examine, not as a finding.

01What question are you trying to answer?

One question you could defend an answer to.

02What source material will you use?

List the notes, transcripts or tickets, and where each came from.

03What must be removed or approved before using a tool?

Names, contact details, account data, anything under agreement.

04Which tool and settings will you use, and why?

Note how it handles your data and who else can see it.

05What will you ask it to do?

Request themes with supporting quotes, not conclusions. Name what to do with uncertainty.

06How will you verify its output against the source?

Spot-check quotes, counts and themes by hand.

07Where might the output be wrong or too tidy?

Look for missing minority views and claims with no source.

08What will you decide, and who makes the call?

A person owns the conclusion.

09What will you save about how this was done?

Prompt, date, version, checks and corrections, for the next person.

Notes are yours; example answers are hypothetical. Field completion does not validate a plan.