Feature Overview

Research Task is an AI-powered component within the GTM Engine Workflows library that enables you to gather information from the internet based on specific queries or topics. This feature leverages advanced AI models to search the web, analyze results, consolidate information, and provide comprehensive answers with proper citations.

The Research Task acts as your intelligent research assistant, automating the process of gathering relevant information that can inform your sales conversations, prospect research, and market intelligence efforts.

Benefits to the User

• Save valuable time by automating internet research that would otherwise require manual searching and consolidation
• Access up-to-date information with recency filters to ensure you're working with the latest data
• Receive comprehensive answers to complex questions with supporting citations
• Customize search parameters to get precisely the type of information you need
• Enhance sales conversations with relevant, factual information about prospects, industries, and market trends
• Reduce administrative burden by integrating research directly into your workflow
• Make more informed decisions backed by current market intelligence

Accessing the Feature

The Research Task is available within the GTM Engine Workflows library. To access it:

1. Navigate to the GTM Engine Workflows section in your dashboard
2. Open the Workflows library
3. Select or create a workflow where you want to add research capabilities
4. Add a new step to your workflow
5. Select "Research Task" from the available task types

Step-by-Step Usage Guide

Setting Up Your Research Query

1. Define your research query:
   • Map an input field from a previous step to the "Research Query" field, or
   • Enter a specific question or topic directly into the field
2. Configure AI model options (optional):
   • Select your preferred AI model from the dropdown menu:
     • Perplexity Sonar models (Deep Research, Reasoning Pro, Reasoning, Pro)
     • R1-1776
     • Regular Sonar
3. Adjust advanced settings (optional):
   • Temperature: Control the creativity level and variability of associations (lower for more factual, higher for more creative)
   • Max Tokens: Set the maximum length of the response
   • Top P: Specify the percentage of top results to consider
   • Top K: Limit the number of results to analyze
   • Frequency Penalty: Adjust to reduce repetition in responses
   • Return Images: Toggle to include or exclude images in results
   • Return Related Questions: Toggle to receive additional relevant questions
4. Set recency filter (optional):
   • Choose from past hour, past day, past week, or past month to ensure you receive the most current information
5. Add a system prompt (optional):
   • Provide additional context or instructions to guide the AI's research approach
6. Use auto-generate prompt (optional):
   • Click this option to have the system create a more detailed breakdown of your question or topic, which can lead to more comprehensive results
7. Save your configuration:
   • Click the "Save" button to finalize your Research Task setup

Running the Research Task

Once configured, the Research Task will execute automatically when the workflow reaches this step. The system will:

1. Process your query
2. Search the internet using the specified parameters
3. Analyze and consolidate the information
4. Generate a comprehensive answer
5. Provide citations for the sources used
6. Output the results to the next step in your workflow

Tips and Best Practices

• Be specific in your queries for more targeted results (e.g., "What are the latest cybersecurity concerns for financial institutions in 2023?" rather than "cybersecurity")
• Experiment with different AI models to find which works best for your specific research needs:
  • Use Deep Research for comprehensive, in-depth analysis
  • Try Reasoning Pro when you need logical connections between concepts
  • Select Regular Sonar for more straightforward information gathering
• Adjust the temperature setting based on your needs:
  • Lower settings (0.1-0.3) for factual, consistent responses
  • Higher settings (0.7-0.9) for more creative or varied perspectives
• Use recency filters strategically:
  • Select "past hour" or "past day" for breaking news or rapidly evolving topics
  • Choose "past month" for more established information that doesn't change frequently
• Combine with other workflow steps to maximize value:
  • Feed research results into meeting preparation tasks
  • Use findings to enhance proposal generation
  • Incorporate insights into follow-up email templates
• Review citations to verify the credibility of sources and to explore topics further if needed
• Save effective research configurations as templates for future use
• Start simple and add complexity as you become more familiar with the feature's capabilities

By leveraging the Research Task feature, you can ensure your sales conversations are informed by accurate, up-to-date information without spending hours on manual research allowing you to focus more time on building relationships and closing deals.