# Research a market (/use-cases/research/market-research)



Copy this prompt to start your first task:

<Prompt>
  Research this market for me: [market/region/target customer]. I need the market size, main players and their business models, and the gap for a new entrant. Once that first brief is done, keep tracking it daily and only flag things that actually change the entry strategy.
</Prompt>

<LivePreview component="NewThread" scenario="{ draft: &#x22;Research this market for me: [market/region/target customer]. I need the market size, main players and their business models, and the gap for a new entrant. Once that first brief is done, keep tracking it daily and only flag things that actually change the entry strategy.&#x22; }" />

## What is this workflow? [#what-is-this-workflow]

"Research a market" turns a market you need to understand into a standing, tagged brief instead of a one-off report. Give a teammate the specific questions you need answered — not a general topic — and it researches against them, tagging every finding by confidence: multi-source, single-source, or inferred. The brief lives in Notion as a living reference, and once it exists, the teammate keeps tracking the market weekly, reporting only what's changed since the last check and updating the brief in place instead of rewriting it from scratch.

## How to use this workflow [#how-to-use-this-workflow]

<Steps>
  <Step>
    ### Hire a research teammate [#hire-a-research-teammate]

    Open **AI Teammates** in the sidebar, click **Hire AI Teammate**, and pick the **Researcher** template. The default bio is generic fact-finding. Replace it on the Profile step so it knows this job is a standing, tagged brief, not a one-off answer:

    <Prompt>
      You research markets against a specific list of questions, not a general topic: size and growth, the leading players and their business models, and the gap for a new entrant. Every finding is tagged by confidence: multi-source, single-source, or inferred. Once a brief exists, you keep tracking the market weekly, reporting only what changed since the last check and updating the brief in place instead of rewriting it.
    </Prompt>

    Confirm the name and click **Create teammate**. They land in their own channel, which is where you'll send everything below. [More on hiring →](/ai-teammates/hire-an-ai-teammate)

    <LivePreview component="CreateAssistantPage" scenario="{ focus: &#x22;profile&#x22;, initialState: { start: &#x22;template&#x22;, templateRef: &#x22;@helio/researcher&#x22;, name: &#x22;Researcher&#x22;, bio: &#x22;You research markets against a specific list of questions, not a general topic: size and growth, the leading players and their business models, and the gap for a new entrant. Every finding is tagged by confidence: multi-source, single-source, or inferred. Once a brief exists, you keep tracking the market weekly, reporting only what changed since the last check and updating the brief in place instead of rewriting it.&#x22; } }" />
  </Step>

  <Step>
    ### Give it your core questions, not a topic [#give-it-your-core-questions-not-a-topic]

    A specific list produces a structured brief; a vague topic produces a generic one:

    <Prompt>
      Research the market for [market/product category]: size and growth, the 3-4 leading players, their business models, and the biggest gap for a new entrant. Tag each finding as multi-source, single-source, or inferred.
    </Prompt>

    For example:

    <LivePreview
      component="AssistantChat"
      scenario="{ assistantName: &#x22;Researcher&#x22;, messages: [
    { author: &#x22;user&#x22;, text: &#x22;Research the market for AI meeting-notes tools: size and growth, the 3-4 leading players, their business models, and the biggest gap for a new entrant. Tag each finding as multi-source, single-source, or inferred.&#x22; },
    { author: &#x22;assistant&#x22;, text: &#x22;Sizing the market, mapping the 3-4 leading players and their business models, and identifying the biggest gap for a new entrant. I'll tag every finding as multi-source, single-source, or inferred.&#x22; },
  ] }"
    />
  </Step>

  <Step>
    ### Connect Notion [#connect-notion]

    The brief lives here as a living, taggable reference that gets updated in place, not rewritten from scratch. [Connect Notion →](/connect/connect-tools-to-ai-teammates)

    <LivePreview component="AssistantIntegrations" />
  </Step>

  <Step>
    ### Turn the tracking into an automation [#turn-the-tracking-into-an-automation]

    Once the first brief exists, open **Automations** in the sidebar, click **Create via Chat**, and pick this teammate in the New Thread composer that opens to keep it current instead of letting it age out:

    <Prompt>
      Every Monday, recheck the sources behind the [market] brief. Report only what's changed (new entrants, funding, policy shifts) and update the brief in place.
    </Prompt>

    <LivePreview component="NewThread" scenario="{ populated: false }" />
  </Step>
</Steps>

**Nothing here needs your approval:** research and drafting the brief happen inside your workspace and Notion, and this flow doesn't send anything externally. See [Control](/ai-teammates/control) for what does pause for sign-off.

## Tips for Better Results [#tips-for-better-results]

| Tip                                                  | Description                                                                                                                                                       |
| ---------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Give specific questions, not a topic                 | A specific list (size and growth, leading players, business models, the gap for a new entrant) produces a structured brief; a vague topic produces a generic one. |
| Weigh findings by their confidence tag               | Every finding is tagged multi-source, single-source, or inferred — treat a single-source or inferred finding differently than one confirmed across sources.       |
| Connect Notion before the first brief                | The brief lives there as a living, taggable reference that gets updated in place instead of rewritten from scratch.                                               |
| Turn tracking into an automation once a brief exists | The weekly check reports only what changed since the last check, so the brief doesn't quietly go stale a month after it's written.                                |

## Common Questions [#common-questions]

<Accordions type="single">
  <Accordion title="Does it give me a general market overview?">
    No. It researches against the specific questions you give it — size and growth, leading players, business models, the gap for a new entrant — not a generic topic-level summary.
  </Accordion>

  <Accordion title="How do I know how reliable a finding is?">
    Every finding is tagged by confidence: multi-source, single-source, or inferred, so you can weigh each one accordingly.
  </Accordion>

  <Accordion title="Does the brief go stale after it's written?">
    Not if you set up weekly tracking. Once a brief exists, the teammate can recheck sources every week and report only what changed, updating the brief in place instead of rewriting it.
  </Accordion>

  <Accordion title="Where does the brief live?">
    In Notion, connected as a living, taggable reference the teammate updates in place rather than rewriting from scratch.
  </Accordion>

  <Accordion title="Do I need to set anything up for the weekly tracking, or does it happen automatically?">
    You turn it on yourself: once the first brief exists, open Automations, click Create via Chat, and pick this teammate so it keeps checking weekly.
  </Accordion>
</Accordions>

<Cards>
  <Card title="Research" href="/use-cases/research" description="Back to the research use case overview." />

  <Card title="Watch competitors weekly" href="/use-cases/research/competitive-analysis" description="Track specific competitors instead of the whole market." />
</Cards>