AI research assistant for consultants
AI research assistant for consultants
Use Vost to prepare client, market, and document briefs before consulting calls, workshops, proposals, and strategy decisions.
Consultants searching for an AI research assistant want faster prep and synthesis without risking unsupported claims in client work.
What this buyer usually means
Client context is buried across notes, decks, docs, emails, and call prep.
Research needs to be concise enough to use before a meeting.
Generic summaries are not good enough for paid advisory work.
Jobs to delegate
Create a one-page client brief before each call.
Summarize documents into facts, assumptions, risks, and questions.
Prepare proposal research from prior notes and client context.
Track recurring market or competitor updates for retained clients.
Setup path
- 1Start with the Research Brief Agent.
- 2Connect Drive, Docs, Gmail, Notion, or the source tools that hold client context.
- 3Define the client, audience, and decision the brief supports.
- 4Ask Vost to label confidence and open questions.
Approval rules
Do not present weak evidence as fact.
Keep client-sensitive data summarized and scoped.
Flag legal, financial, or regulated advice for qualified review.
Prompts to use
Before each client call, create a one-page brief with facts, risks, and open questions.
Summarize these client docs into decision-ready bullets for a workshop.
Every Friday, brief me on new developments related to this client's market.
FAQ
Can Vost cite source context?
When source context is available, Vost should identify where key points came from and clearly label uncertainty.
Is this safe for client work?
Use Vost for prep, synthesis, and drafts. Client-facing recommendations should be reviewed by the consultant before sharing.