Research
Generate notes and recommendations for a resource.
Related guide: Actions.
The Research action gathers information and suggests updates for an object.
It uses the information already available to find relevant details and help move the object forward.
How it works
When you click Research, the system looks at the object’s current attributes, such as its name and description.
It then searches for relevant information, including external sources where appropriate, and returns:
- Research notes
- Suggested updates to attributes
These suggestions appear as recommendation bubbles, which you can apply or ignore.
Using existing information
Research works best when there is at least some information to build from.
It uses what you’ve already provided to guide what it looks for and what it suggests next.
For example:
- If a lead has an email like
ch@waiforward.co.uk, Research may identify the company and suggest the correct website or additional details. - If a post only has a name, Research can find relevant information and suggest content to build out the description.
The more context you provide, the more accurate the results will be.
What it produces
Research can return two types of output:
- Notes – additional information to help you understand the object.
- Recommendations – suggested values for attributes.
Recommendations can be applied directly, helping you fill in missing fields and progress the object more quickly.
When to use Research
Use Research when you want to:
- Fill in missing information.
- Improve the quality of an object.
- Get suggestions on what to add next.
- Move an object forward when you’re unsure what to do.
Summary
Research helps you build out objects using the information already available.
It finds relevant details, suggests updates, and makes it easier to complete and progress your work.
Read next: Assign
Continue to Assign.