Perplexity · web research with sources
Search the web through questions and receive answers with sources for public research and follow-up questions. Open original pages to verify dates and conclusions.
Editorial use guide
AI tools for reports and business reviews
AI resource index and instructions
A report should tell readers what happened, what supports the conclusions and what happens next. Supply the reporting period, metric definitions, work log and exception context before asking AI to organize the material. Mark missing data, causal uncertainty and business judgments explicitly instead of filling evidence gaps with polished prose.
Prepare, choose and finish the task
- Specify audience, decision purpose, reporting period and target length, then provide data tables and related work logs.
- Match resources to the outcome: data processing, sourced research, document drafts and presentation files may need different tools.
- Check evidence and calculations for each conclusion. Distinguish completed, ongoing and at-risk work, adding owners and next-step dates.
A task you can try
Create a one-page weekly report from the tables and work logs below, covering outcomes, metric changes, unfinished work, risks and next-week plans. State definitions and sources for metrics, and keep suspected causes in a separate validation list. Give each action an owner placeholder, deadline and required support.
Check the output
- Reporting periods, metric definitions and comparison baselines align, with conclusions traceable to inputs.
- Completion status matches actual records, and causal analysis states evidence and uncertainty.
- Actions specify owners, deadlines and how results will be verified.
Resources and source guidance to compare
Gamma · presentations and content pages
Draft presentations from a topic, outline or existing text, then edit cards and layouts for proposals, training and sales introductions.
Editorial use guide
Lindy · email and meeting assistant
Configure an everyday work assistant through account connections for emails, meeting information and follow-up tasks; behavior depends on enabled integrations and permissions.
Editorial use guide
Relevance AI · configurable business Agents
Visually configure knowledge, tools and tasks to build Agents for sales research, support and operations, then validate them with sample cases.
Editorial use guide
n8n · visual business workflows
Connect triggers, business applications and AI steps using nodes; choose cloud service or self-hosting for operations and cross-system automation.
Editorial use guide
CrewAI · multi-Agent tasks and flows
Define roles, tasks, tools and flows in Python and combine verifiable steps into collaborative workflows.
Editorial use guide
Batch document analysis Agent · developer recipe
An ADK developer recipe organizes document reading, summaries and Q&A with a mock API for testing. Real documents require identity, backend and data-permission setup.
Editorial use guide
analyze
Answer data questions -- from quick lookups to full analyses. Use when looking up a single metric, investigating what's driving a trend or drop, comparing segments over time, or preparing a formal data report for stakeholders.
Imported source metadata; verify setup at the official source.
capacity plan
Plan resource capacity — workload analysis and utilization forecasting. Use when heading into quarterly planning, the team feels overallocated and you need the numbers, deciding whether to hire or deprioritize, or stress-testing whether upc
Imported source metadata; verify setup at the official source.
ad manager
The ads consultant that becomes an ads agent. Reads paid-ad performance natively through the TikTok Ads connector, or via a build-connector Zapier connection for other ad platforms, explains in plain English what is working and what is burn
Imported source metadata; verify setup at the official source.
build dashboard
Build an interactive HTML dashboard with charts, filters, and tables. Use when creating an executive overview with KPI cards, turning query results into a shareable self-contained report, building a team monitoring snapshot, or needing mult
Imported source metadata; verify setup at the official source.
change request
Create a change management request with impact analysis and rollback plan. Use when proposing a system or process change that needs approval, preparing a change record for CAB review, documenting risk and rollback steps before a deployment,
Imported source metadata; verify setup at the official source.