MARKET RESEARCH

Chairman-Initiated Deep Category Investigation

From a chat request, the CEO agent runs iterative Brave Search passes, deepens promising clusters with follow-up queries.

CategoryMarket Research
Enginepaperclip
Difficultyadvanced
Triggerchat
Steps5
Setup~25 min

How it runs

The automated pipeline, trigger to output.

  • TriggerChairman opens investigation in chat
  • ActionPlan queries and run first Brave Search passBraveBrave Search
  • LogicAgent decides which clusters need deeper passes
  • ActionRun targeted follow-up Brave Search queriesBraveBrave Search
  • OutputReturn cited narrative category-shift memoOpenAI

What it does

This is an agent-driven investigation. When the Chairman asks about movement in a category via chat, the CEO agent plans a search strategy, runs Brave Search, decides which emerging clusters are worth a deeper second pass, issues follow-up queries, and synthesizes a narrative memo explaining what is shifting and why, with linked sources.

When to use it

Use it when you want judgment, not a fixed pipeline — a question like "what's changing in our space this quarter?" where the next query depends on what the last one found. Best for founders and strategists doing exploratory research conversationally.

How it works

  1. 1A chat message from the Chairman opens the investigation.
  2. 2The agent plans seed queries and runs the first Brave Search pass.
  3. 3A logic step lets the agent judge which clusters merit deeper follow-up.
  4. 4The agent issues targeted follow-up Brave Search queries on the promising clusters.
  5. 5The agent writes a cited narrative category-shift memo and returns it in chat.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect Brave SearchWeb, news, image, video search.
  2. 2
    Connect OpenAIModels, embeddings, files.
  3. 3
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  4. 4
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  5. 5
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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