Workflow Templates
Pre-built, domain-specific research templates you can launch directly from the Research Wizard — with your curated sources, knowledge base, and topic context automatically pre-loaded.
What are Workflow Templates?#
Workflow Templates are pre-built research execution plans that cover the most common professional research scenarios — competitive intelligence, market entry, investment due diligence, technology landscape, talent intelligence, and more. Each template defines the agent sequence, output sections, and research approach needed to produce a high-quality report for its domain.
What makes PromptReports templates different from other AI template systems: when you select a template from inside the Research Wizard, it does not start from scratch. It receives your full wizard session context — your curated sources, your knowledge base, your topic analysis, target audience, and domain — as first-class structured input. A "Competitive Landscape Map" template launched after you have curated 25 sources about your industry delivers a completely different (and far more precise) report than the same template launched with a blank topic.
50 Pre-Built Templates
Domain-specific research templates across 7 categories: competitive intelligence, market research, investment, technology, marketing, HR, and strategy.
Context-Aware Execution
Templates receive your wizard session — sources, KB, topic analysis, audience — as structured input. No manual re-entry.
Two Execution Modes
Run as an AI Agent Workflow (multi-agent orchestration) or a Research Scan Workflow (scheduled pipeline) — selectable at Step 5.
In-Wizard Browser
Browse, filter, and select templates without leaving the wizard. Your session context is preserved — no restart required.
Live Progress Tracking
After launching a workflow, see each agent stage as it runs — source collection, synthesis, verification, formatting — in real time.
Ratings & Discovery
Browse templates by category, sort by popularity or top-rated, and preview sample outputs before selecting.
The context advantage
Getting Started#
Workflow Templates are accessed from Step 5 (Generate) of the Research Wizard. You do not need to do anything special to unlock templates — they are available to all users on the Starter plan and above.
Start the Research Wizard
Complete Steps 1–4
Reach Step 5 (Generate)
Select a template
Track progress
Templates require Starter or above
Choosing Your Execution Mode#
Step 5 of the Research Wizard now presents two execution paths side by side:
| Mode | What It Does | Best For |
|---|---|---|
| Generate Report | Runs the standard SOAR-V 11-step verification pipeline, producing a single verified report. | One-off reports, free draft generation, quick research questions. |
| Run as Workflow | Routes your full wizard context to the workflow execution system. You pick a template (or your own saved workflow) as the execution engine. | Complex multi-source research, recurring intelligence, structured output with defined sections. |
When you click Run as Workflow, the report form collapses and is replaced by the Workflow Selector — a panel showing your saved workflows and a "Browse Templates" button for the 50-template library.
The default is always Generate Report
Browsing the Template Library#
Click Browse Templates in the Workflow Selector to open the in-wizard template browser. The browser opens pre-filtered to the category that best matches your wizard topic — so if your topic is in the "technology" domain, you will see technology templates first.
| Control | What It Does |
|---|---|
| Category tabs | Filter by: All, Competitive, Market, Investment, Technology, Marketing, HR, Strategy. |
| Search bar | Search template names and descriptions by keyword. |
| Sort dropdown | Sort by: Popular (most used), Top Rated (highest average rating), Newest, Price (low/high). |
| Template card | Shows template name, category, price, average rating, and a short description. Click to expand preview. |
| Preview panel | Shows the expected output sections, estimated run time, sample insight, and agent sequence for the selected template. |
| Select button | Closes the browser and loads the selected template into the Workflow Selector, ready to launch. |
You can also browse the full template marketplace at /marketplace/workflows without entering the wizard. The marketplace page has the same category filters, sort options, and preview modals — plus the ability to use any template to start a new wizard session.
Session preserved
AI Agent Workflow vs Research Scan#
When you click Run as Workflow, a two-tab selector lets you choose which execution system to use:
AI Agent Workflow
Routes to the OrchestratorWorkflow engine. Multiple AI agents run in parallel or sequence — each handling a specific research task (source collection, synthesis, verification, formatting). Best for complex, one-off research with multi-source synthesis.
Research Scan Workflow
Routes to the ResearchWorkflow engine. Designed for recurring, scheduled intelligence — weekly competitive monitors, monthly market reports. The wizard context becomes the scan configuration. Best for repeatable research at cadence.
The 50 pre-built templates in the library are primarily ResearchWorkflow templates — they are the research scan type. Your own saved AI Agent Workflows (built in the Workflow Builder) appear under the "AI Agent Workflows" tab in the selector.
Which one should I pick?
Launching a Workflow#
Once you have selected a template (or your own workflow), click Launch Workflow. Here is what happens next:
Context snapshot is created
Workflow run is created
Execution begins
Step 5 transitions to live tracking
Output is delivered
| Context Field | What Gets Passed |
|---|---|
| Raw topic | The topic you entered in Step 1 |
| Topic analysis | All AI-extracted keywords, categories, domain, suggested title, description |
| Knowledge base ID | Your linked KB from the wizard workspace |
| Collected sources | All sources you added in Step 3 |
| Discovered sources | AI-discovered sources from the web search |
| Target audience | Audience description from Step 1 |
| Quality tier | Your selected quality tier |
| Scan config ID | The scan configuration created in Step 2 |
| Workflow type | Whether you chose AI Agent or Research Scan |
Live Progress Tracking#
After launching a workflow, Step 5 transitions to a progress view that polls the workflow engine and displays real-time stage updates. Each stage appears as it starts and completes.
| Progress Element | What It Shows |
|---|---|
| Stage indicator | Current stage name (e.g., "Source Collection", "Synthesis", "Verification") |
| Stage count | Current stage number out of total (e.g., "Stage 2 of 5") |
| Status badge | RUNNING (spinning), COMPLETED (green check), FAILED (red X) |
| Output link | Appears when status = COMPLETED — click to view your report |
| Retry button | Appears when status = FAILED — click to return to the workflow selector and try again |
Progress updates automatically every few seconds. You do not need to refresh the page. If you close the browser while a workflow is running, the execution continues in the background. Return to the wizard to see the final status.
Run ID stored on your session
The 50-Template Library#
The template library contains 50 pre-built research templates across 7 professional domains. Each template defines the agent sequence, output sections, and research methodology for its use case.
Competitive Intelligence (10 templates)
Competitive Landscape Map, Feature Gap Analysis, Price Intelligence, Content & SEO Tracker, Funding & M&A Watch, Customer Sentiment, Market Share Analysis, Roadmap Intelligence, Win/Loss Report, Battlecard Pack.
Market Research (10 templates)
TAM Analysis, Market Entry Feasibility, Customer Segment Deep Dive, Industry Trend Report, Emerging Market Opportunity, Buyer Persona Intelligence, Channel & Distribution, Regulatory Landscape, Demand Signals, Go-to-Market Strategy.
Investment & Financial (8 templates)
Startup Due Diligence, Sector Investment Thesis, Earnings Analysis, VC Activity Report, Public Company Deep Dive, M&A Target Identification, Risk Factor Analysis, PE Portfolio Intelligence.
Technology & Innovation (8 templates)
Technology Adoption Landscape, AI/ML Competitive Intelligence, Patent & IP Landscape, Open Source Ecosystem, Tech Stack Benchmarking, Build vs. Buy, Emerging Tech Impact, Developer Ecosystem.
Marketing & Brand (6 templates)
SEO & Content Gap Analysis, Social Media Sentiment, Influencer & Community Landscape, Brand Share of Voice, Customer Review Intelligence, Campaign Benchmarking.
HR & Talent (5) + Strategy (5)
HR: Talent Market Intelligence, Compensation Benchmarking, Skills Gap Analysis, Employer Brand, Executive Hiring. Strategy: SWOT Intelligence, Geographic Expansion, Partnership & Alliance Landscape, and more.
| Category | Templates | Price Range | Primary Audience |
|---|---|---|---|
| Competitive Intelligence | 10 | $79–$199 | Sales, Strategy, Product |
| Market Research | 10 | $129–$249 | GTM, BD, Leadership |
| Investment & Financial | 8 | $149–$299 | Investors, M&A, Finance |
| Technology & Innovation | 8 | $129–$199 | CTO, Engineering, Innovation |
| Marketing & Brand | 6 | $99–$149 | CMO, Marketing, Growth |
| HR & Talent | 5 | $99–$179 | CHRO, Talent Acquisition |
| Strategic Planning | 5 | $149–$199 | CEO, Strategy, Operations |
All templates currently free
Marketplace Page#
Browse all 50 templates at /marketplace/workflows. The marketplace page provides the full template discovery experience outside the wizard.
| Feature | Description |
|---|---|
| Category sidebar | Filter templates by one of the 7 research categories. Click a category to narrow the list. |
| Search bar | Full-text search across template names and descriptions. |
| Sort options | Sort by: Popular, Top Rated, Newest, Price (Low to High / High to Low). |
| Template cards | Each card shows: name, category badge, price, star rating, description, and purchase count. |
| Preview modal | Click any template card to open a full preview showing output sections, sample insight, agent sequence, and estimated run time. |
| Use Template | Starts a new wizard session pre-configured with the template's topic, keywords, and suggested settings. |
| Rate Template | After using a template, submit a 1–5 star rating with an optional text review. |
The marketplace page is also reachable from the left sidebar under the Marketplace section, or via the command palette (Cmd+K → "workflow templates").
Rating Templates#
After running a template, you can rate it from 1 to 5 stars with an optional text review. Ratings help surface the best-performing templates in the "Top Rated" sort and drive continuous quality improvement.
Complete a workflow run
Click Rate on the template card
Submit your rating
One rating per user per template
Frequently Asked Questions#
Do I have to use a template, or can I use my own workflow?
You can use any of your saved workflows from the Workflow Builder. Templates are optional. In the Workflow Selector at Step 5, your saved workflows appear first, and the "Browse Templates" button opens the library separately.
What happens to my wizard context after I launch a workflow?
A snapshot of your full wizard session is saved to the ResearchWorkflowRun.wizardInput field. This means you can revisit the run later and know exactly what context was used. The wizard state is preserved in your browser during the session.
Can I run the same template multiple times with different topics?
Yes. Each wizard session is independent. Run the wizard on a new topic, reach Step 5, select the same template, and launch — the template receives the new session's context. No two runs will produce the same output because the source curation and topic analysis differ.
How long does a workflow template run take?
Typical research scan workflows take 3–8 minutes depending on the number of sources and the complexity of the output. The template preview modal shows an estimated run time for each template. AI Agent workflows (multi-stage parallel pipelines) may take longer.
Are templates visible to other users?
The 50 pre-built templates are public and visible to all users. Workflows you save personally are private to your account unless you explicitly publish them to the marketplace.
What is the difference between "Use Template" on the marketplace page and launching from the wizard?
"Use Template" on the marketplace page starts a new wizard session pre-configured with the template's topic. Launching from inside the wizard skips that step — it applies the template to your already-configured session, preserving all the research work you did in Steps 1–4.
Can I schedule a template to run automatically?
Yes. After launching from the wizard, navigate to the My Workflows page (/research/analytics). Your workflow run appears there and can be given a recurring schedule (daily, weekly, or monthly) so the template re-runs automatically with fresh data.
What if the workflow fails mid-run?
If a run fails, the progress tracker shows a failed status with an error message and a "Retry" button. Click Retry to return to the Workflow Selector and relaunch. Failed runs do not count toward the template's purchase count.