THE PLAYBOOKS   /   RESEARCH & AI WORKFLOWS

Research-to-action brief

Use this brief with or without AI. Never present generated material as a customer quote, observation, or measured result.

Name the decision owner and current uncertainty.

Record source IDs, dates, permissions, and limitations.

Use traceable IDs and avoid inferred motivations.

Preserve unusual or contradictory evidence.

State what further evidence could change your view.

Include data gaps and participant-selection limits.

Choose a question, prototype, test, or decision not to proceed.

Verify quotes, IDs, data handling, and unsupported statements.