Research Wizard
An AI-guided six-step workflow that takes you from a research topic to a verified report — and optionally saves the entire workflow as a reusable template.
What is the Research Wizard?#
The Research Wizard is your fastest path from a research idea to a finished, source-backed report. Instead of configuring feeds, notebooks, and knowledge bases separately, the wizard guides you through the entire process in a single continuous flow — automatically creating your workspace, searching the web for relevant sources, pre-filling the report form, and giving you the option to save everything as a template you can run again on a schedule.
AI Topic Analysis
Instantly extract keywords, recommended data sources, categories, and a two-paragraph report description from any topic you enter.
Live Web Search
Search the live web for relevant sources in seconds. Review, filter, and select the best ones to add to your research workspace.
Notebook Integration
All discovered sources flow directly into a Notebook and Knowledge Base, ready to power your report generation.
Free Verified Draft
Generate your first report directly from the wizard at no cost. The form is pre-filled with everything the wizard learned about your topic.
Reusable Templates
Save your entire workflow configuration as a template. Run it again manually or on an automatic daily, weekly, or monthly schedule.
Analytics Dashboard
Track every template's run history, estimated cost, and schedule status from your My Workflows page.
10 minutes from idea to report
Getting Started#
You can start the Research Wizard in two ways:
From the sidebar
From the command palette
A six-step progress bar at the top of every wizard page shows where you are. You can move backward at any step using the Back button. A Cancel (X) button in the top-right corner is always visible — clicking it resets the wizard and returns you to the My Workflows page. Your progress is automatically saved, so if you close the browser mid-session, the wizard resumes where you left off when you return.
Step 1: Define Your Topic#
Enter your research topic in the text area — you can be as brief or as detailed as you like. Then click Analyze Topic.
Within a few seconds, the AI produces a full analysis of your topic:
| What you see | What it does |
|---|---|
| Keywords — Primary, Secondary, Contextual | Keywords used to drive your source searches and report context. Click the X on any keyword to remove it. |
| Recommended Data Sources | Suggested feed sources (Google News, Reddit, arXiv, etc.) based on your topic domain. Click any source card to toggle it on or off. |
| Categories | Topic categories as badge pills. Click any badge to remove it. |
| Domain | Dropdown for the research domain (general, technology, finance, healthcare, legal, market, scientific, policy). Change if the AI guessed incorrectly. |
| Suggested Title | Editable text field. Used as the default report title and template name. |
| Suggested Description | Two-paragraph description of the research scope. Fully editable. The text area expands automatically as you type. |
| Target Audience | Editable field describing who the report is intended for. |
Review and edit any of these fields, then click Continue to proceed.
Edit freely
Step 2: Configure Intelligence#
Step 2 is a confirmation screen. You see the feed sources and keywords selected in Step 1, and can make any final adjustments. When you are ready, click Create Workspace & Start Scan.
This creates your private research workspace — a Notebook and a Knowledge Base linked to your topic — and starts a background scan of your selected data feeds. You will see a success message when the workspace is ready. The wizard then automatically advances to Step 3.
Your workspace is persistent
Step 3: Discover Sources#
As soon as Step 3 loads, the wizard automatically searches the live web for sources relevant to your topic — using your keywords and topic domain. Results appear within a few seconds as selectable source cards.
Review the results
Filter by type
Select your sources
Refine if needed
Add to your research
What happens when you add sources
Step 4: Notebook#
Step 4 shows a two-panel view of your research workspace and gives you the option to generate your first report without leaving the wizard.
| Panel | What you see |
|---|---|
| Left — Your Research Sources | A scrollable list of all sources added to your workspace (from Step 3 and any prior sources). Each source shows its title, domain, and snippet. Click "Open Notebook" to view the full Notebook in a new tab. |
| Right — Generate Report | A pre-filled report form showing your suggested title, description, research query, domain, and linked Knowledge Base. All fields are editable. The quality tier is set to "Free Verified Draft" and cannot be changed from this panel. |
From the right panel, you have two options:
Generate Free Draft Report
Click "Generate Free Draft Report" to create a verified report immediately using your wizard context. No upgrade required.
Customize & Generate →
Click to open the full report generation page in a new tab, pre-filled with all wizard context. Use this if you want to adjust the quality tier or add advanced options.
Edit before generating
Step 5: Generate Report#
If you clicked "Generate Free Draft Report" in Step 4, your report is already being generated. Step 5 shows the report generation progress and, once complete, displays an upgrade prompt with options to enhance your report with higher-quality processing tiers.
If you prefer to view your free draft without upgrading, click Skip — View My Report. This takes you directly to your report. You can always upgrade later from the report view page.
Once you dismiss the upgrade prompt (by upgrading or skipping), the Continue to Template button appears. Click it to proceed to Step 6 and save your workflow as a reusable template.
Step 6: Save as Template#
The final step gives you the option to save your entire wizard configuration — topic, keywords, data sources, notebook, and knowledge base links — as a reusable research template.
Review the template name
Add an optional description
Choose whether to schedule it
Save the template
If you do not want to save a template, click Skip — Don't save template at the bottom of the form. This exits the wizard and takes you to your generated report (or to your profile reports tab if no report was generated in this session).
| Schedule Option | When it runs |
|---|---|
| Daily | Every day at 9:00 AM (in your local timezone) |
| Weekly | Every Monday at 9:00 AM |
| Monthly | On the 1st of each month at 9:00 AM |
What a template contains
Managing Your Templates#
All saved templates and workflows appear on the My Workflows page at /research/analytics. You can navigate there from the sidebar or by clicking "View on Analytics" after saving a template.
Each template card shows:
| Card Element | What it shows |
|---|---|
| Template name | The name you gave the template when saving |
| Run count | Total number of times this template has been executed |
| Estimated cost | Approximate cost based on $0.12 per run (shown when at least one run has completed) |
| Schedule status | Whether automatic scheduling is active and when the next run is scheduled |
| Pause / Resume | When a schedule is active, a Pause button appears. When paused, a Resume (green) button appears. Click either to toggle the schedule immediately. |
| Run Now | Execute the template immediately, outside any schedule |
| Edit | Update the template name, topic, or settings |
| Delete | Permanently remove the template |
Run Now
Execute any template immediately, regardless of its schedule. Useful for ad-hoc updates outside the normal cadence.
Pause / Resume
Temporarily pause a scheduled template without deleting it. Resume when you are ready to start receiving automatic runs again.
Schedule Management
Change or add a schedule to any existing template from the analytics page — you do not need to run through the wizard again.
Run History
Each template tracks its full run history, including timestamps, outcome, and cost per run.
Frequently Asked Questions#
Can I pause the wizard and come back to it later?
Yes. The wizard saves your progress automatically after every step. If you close the browser or navigate away, returning to /research/wizard will restore your session exactly where you left off — including your topic analysis, selected sources, and workspace IDs.
What happens if I click Cancel?
The Cancel (X) button in the top-right corner resets the wizard state and returns you to the My Workflows page. Any workspace (Notebook and Knowledge Base) already created in Step 2 remains in your account — only the wizard session is cleared.
Is the "Free Verified Draft" really free?
Yes. The wizard is designed so your first report — generated via the "Generate Free Draft Report" button in Step 4 or Step 5 — uses the Free Verified Draft tier at no cost to your account balance. After viewing the draft, you can choose to upgrade to a higher-quality tier if needed.
What does the relevance score on source cards mean?
The score (0.0 to 1.0) reflects how closely a source matches your research topic based on keyword overlap, domain relevance, and recency signals. A score of 0.7 or above is generally considered high-relevance. The "Select High Relevance" button automatically selects all sources at or above this threshold.
How is the estimated cost on a template card calculated?
The estimated cost shown on each template card is calculated at $0.12 per run, multiplied by the total number of completed runs. This is an approximation for planning purposes — actual costs vary by report quality tier and source volume.
Can I change the schedule frequency after saving a template?
Yes. On the My Workflows page, use the Edit button on any template card to update its schedule. You can also pause and resume an active schedule using the Pause / Resume button directly on the card — no need to go through the full wizard again.
What is the difference between "Generate Free Draft Report" and "Customize & Generate →"?
"Generate Free Draft Report" creates your report immediately using the Free Verified Draft tier with the wizard's pre-filled settings. "Customize & Generate →" opens the full report generation page in a new tab — where you can adjust the quality tier, add additional instructions, or modify any field before submitting.
Can I add more sources to my research after the wizard finishes?
Yes. The Notebook and Knowledge Base created by the wizard remain in your account. You can open the Notebook at any time (from the Notebooks section in the sidebar) and add sources manually, re-run web searches, or paste in documents.
Do I have to save a template to use the wizard?
No. Step 6 is completely optional. You can click "Skip — Don't save template" to exit the wizard after generating your report, with no template created. The wizard, Notebook, and Knowledge Base for that session are still retained in your account.
Can I run the same topic through the wizard multiple times?
Yes. Each wizard run creates a new, independent workspace. Running the same topic again produces a fresh set of web search results, a new Notebook, and a new Knowledge Base. If you want to refresh an existing template rather than create a new workspace, use the "Run Now" button on the template card in My Workflows.