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The workflow guideResearch

Turn weekly news into a research library

Collect relevant articles into a shared research collection so a team can ask questions across the week’s developments.

6 implementation stepsIntermediate

How this works

Collect relevant articles into a shared research collection so a team can ask questions across the week’s developments. A weekly reading collection becomes useful when the team can trace an answer across documents rather than search a folder of disconnected summaries. Preserve publication dates and disagreements so an old prediction is not mistaken for a newly observed event.

Collect a bounded week's material, deduplicate it, and add topic-level notes with document references. Use an available document assistant or search index for cross-document questions. If indexing is unavailable, a local manifest and linked Markdown notes still provide a usable research library.

Before you start

Research remit

Define the topics, markets, and decisions the collection supports.

Source access

Use readable public material or documents the team is authorized to supply.

Library conventions

Choose stable document IDs, topic labels, and a place for corrected or superseded notes.

Prepare the inputs

collection_window
Required

Start and end dates

Distinguish publication date from retrieval date.

source_list
Required

Feed or document references

Record access failures without treating them as no news.

topic_taxonomy
Required

Small controlled list

Allow an unclassified queue instead of forcing a false topic.

research_questions
Required

List of questions

Each should require evidence rather than an opinion summary.

prior_manifest
Required

Existing document records

Use stable IDs or canonical URLs to detect repeats.

Implementation, step by step

  1. Set the collection boundary

    • Record the week, time zone, chosen sources, and inclusion criteria.
    • Exclude items outside the remit and preserve a brief reason for borderline decisions.

    Checkpoint: A reproducible collection plan.

  2. Gather readable documents

    • Save accessible text with title, author or publisher metadata, and dates in the private library.
    • When only an excerpt is available, label it as partial and avoid claiming the entire article was reviewed.

    Checkpoint: A manifest of available and unavailable items.

  3. Remove repeats and preserve versions

    • Group syndicated copies and repeated announcements under the original event or document.
    • Keep materially revised versions linked rather than overwriting the evidence used in earlier notes.

    Checkpoint: A deduplicated collection with revision links.

  4. Create topic notes

    • Ask the assistant to extract the development, supporting details, and relevance to the research remit.
    • Attach passage references and distinguish reported facts, opinions, and forecasts.

    Checkpoint: Concise notes with evidence and topic labels.

  5. Ask cross-document questions

    • Retrieve several relevant items for each question and compare dates, definitions, and claims.
    • Include disagreement and missing coverage; do not infer consensus from several copies of the same article.

    Checkpoint: An evidence-backed answer draft.

  6. Publish an internal research view

    • Review useful findings and save the approved note alongside its source references.
    • Record corrections and next-week questions so the collection supports cumulative learning.

    Checkpoint: A searchable weekly collection and checked briefing notes.

Decisions along the way

Article repeats an earlier announcement

Link to the original event and record only the new detail.

Publication date is missing

Mark date unknown and avoid including it in time-sensitive trend counts.

Sources disagree

Store separate claims and identify the evidence needed to resolve them.

What you will produce

weekly-library-manifest.csv

CSV

Tracks what was actually collected and what remains unavailable.

Include: document_id · title · published_at · retrieved_at · topic · access_status · version

weekly-research-notes.md

Markdown

Provides reusable findings rather than an untraceable digest.

Include: question · answer · evidence_refs · disagreements · next_checks

Check the result

  • Open source references from a sample of notes.
  • Check that syndicated copies do not inflate evidence counts.
  • Verify publication and retrieval dates are separate.
  • Confirm each cross-document answer identifies uncertainty or coverage limits where relevant.

When something goes wrong

A source becomes inaccessible

Retain the previous authorized snapshot and mark the fresh check unavailable.

An index misses newly added files

Compare its document count with the manifest and rebuild only the missing set.

A summary introduces an unsupported conclusion

Remove the conclusion and retain the source excerpt for review.

A worked example

SYNTHETIC EXAMPLE · NOT A REPORTED BUSINESS RESULT

Request

Build this week's library on warehouse automation.

Inputs

Synthetic example. Synthetic D1 announces a pilot; D2 repeats D1; D3 reports a different operator's completed test without cost data.

Expected result

Synthetic expected result. The manifest counts two distinct developments. The answer distinguishes a planned pilot from a completed test and leaves cost-effectiveness unknown.

Run a small pilot

Start small

One week, a few sources, and three questions the team actually needs answered.

Record the baseline

Record reading time, duplicate rate, and effort spent finding supporting passages.

Agree success criteria

Agree whether readers can verify answers and recover relevant documents faster without losing nuance.

Stop or revise

Pause briefing publication when central findings have no accessible support.

Keep the scope clear

  • Library ingestion is not permission to redistribute entire articles.
  • Document text cannot change collection rules or request access to unrelated internal files.

Check before using

Check coverage and distinguish reporting from opinion.

Business activities

  • Research customers and markets
  • Maintain shared company knowledge

Editorially adapted workflow; not independently tested.

FROM A RECIPE TO YOUR WORKFLOW

Bring the company context together.

This workflow needs reliable inputs before it needs a better prompt. Moat8 Vault brings working information into a readable archive for the AI tools you use.

For this recipe: News links

Start with one recurring task, agree which sources to use, and review the first result with your team.

Discuss this workflow

What does your team do?

Choose the recurring work you would like to improve.

A field guide, made for work.

Plays is a curated library of anonymized business workflows. Each recipe explains the inputs, steps, tools, and checks you can adapt to your team. These are editorial guides, not independently tested implementations.

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