Commission a fully sourced research report
Turn one research question into a structured, citation-backed report you can hand to a client or board — sources linked, claims checkable, sections organised.
What this looks like
One step on screen at a time. Read it, do it, tap Next.
Commission a fully sourced research report
Step 1 of 8
Understand what makes a report 'board-ready'
A chat answer tells you something. A report convinces someone else — which means structure (executive summary first), citations on every claim, and honest treatment of uncertainty.
Checkpoint
You know the decision, the audience, and the sources you'll trust.
Before you begin
Tick these off as you sort them. Stopping halfway to create an account is how a fifteen-minute build becomes an hour.
0 of 6 ready
Ticks are saved on this device, so you can come back to them.
- Account
Deep multi-source research runs need Pro, Max, Team or Enterprise.
- Know-how
Reports exist to make decisions. 'Should we enter the Australian market?' beats 'tell me about the Australian market' — bring a decision, not a topic.
- Know-how
Which sources do you trust (industry bodies, government stats, named analysts)? How recent must data be? You'll put this in the brief.
The basics — ticked once, remembered everywhere
- Account
Either the hosted version or a self-hosted install. Everything here works the same on both — the only visible difference is the shape of your webhook URLs.
Create a workspace - Know-how
Adding a node, connecting two of them, and pressing Execute. If any of that is new, the free primer covers it in about ten minutes.
- Credential
You will paste at least one secret during setup. A password manager beats a notes app, and it stops you pasting a live key into a chat window by accident.
The shape of the setup
The Claude features you will touch, left to right, in the order you use them.
What you will build
Jump straight to any step, or print the list and tick it off beside your Claude tab.
If something goes wrong
Everything ready?
Start walkthrough