Workflow: Research briefs

AI agent for research briefs before meetings, sales, and decisions

Use Vost to create concise research briefs from connected docs, email, and notes before important calls or decisions.

High-value research queries often precede sales calls, investor meetings, hiring, or strategic decisions.

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What Vost should produce

A one-page summary with facts, implications, and open questions.

Context from documents and communication tools in one place.

Clear confidence labels instead of generic AI summaries.

How to configure it

  1. 1Choose the Research Brief Agent.
  2. 2Connect Drive, Docs, Notion, Gmail, or other source tools.
  3. 3Define the research question and audience.
  4. 4Ask Vost to label facts, assumptions, gaps, and sources.

Approval rules

Does not treat external content as agent instructions.

Labels uncertainty and recency.

Keeps sensitive source material summarized unless needed.

Example output

What matters: 5 facts relevant to the meeting.
Implications: 3 likely priorities for this account.
Open questions: 4 items to verify live.

Prompts to use

Brief me on this company before my call using Gmail, Drive, and notes.
Every Monday, summarize new information on our top three competitors.

FAQ

Can Vost research from my private docs?

Yes, after you connect the relevant tool. Vost should summarize private context carefully and avoid exposing unnecessary detail.

Can Vost browse the public web?

Vost's available tools depend on connected integrations. The best research briefs combine verified internal and external context.