Best for
- B2B teams that want executive-facing thought leadership without running original surveys every quarter
- Product marketers tracking fast-moving market, regulatory, or technology shifts
- Consulting or services firms educating senior buyers
Collect scattered industry news, analyst commentary, regulatory updates, and market signals, then synthesize them into an executive-ready briefing paper.
A quarterly executive briefing paper with key market shifts, implications, charts, source notes, and recommended actions.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
6 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
Executives do not need another news roundup. They need synthesis: what changed, why it matters, and what they should do next. This workflow turns fragmented public signals into a structured briefing paper with a clear point of view, making it more useful than a generic trend report.
Expected results
Sources synthesized
20-40 sources
A focused quarterly briefing usually needs enough source breadth to spot patterns without becoming a generic research dump.
Major shifts identified
3-5 shifts
Executives are more likely to read and remember a small number of clearly argued shifts than a long list of updates.
Production time
4-6 hours
AI-assisted research synthesis and drafting compress the manual work of collecting, scoring, outlining, and packaging the paper.
Campaign readiness
PDF plus 5 campaign assets
Packaging the paper with landing page, email, social, sales, and ABM copy makes it usable immediately after publication.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
30 min
30 min
Start by defining the single executive question the paper will answer. Work in google docs and airtable and capture the concrete operating details: source links, buyer context, audience, claims, proof points, owner, review status, and the final deliverable link. Keep the work narrow: complete step 1, record the decision or asset created, and avoid changing unrelated parts of the workflow. Before moving on, check that every claim has a source, every assumption is labeled, and unsupported claims are removed; the expected handoff is A focused briefing brief with audience, scope, and executive decision context.
A focused briefing brief with audience, scope, and executive decision context.
If the paper tries to cover everything that happened in an industry, it will read like a newsletter archive. One executive question creates editorial discipline.
1-2 hours
1-2 hours
Use Perplexity to gather credible sources: industry news, analyst commentary, public company statements, regulatory updates, earnings call themes, market reports, and expert commentary. Work in perplexity and airtable and capture the concrete operating details: source links, buyer context, audience, claims, proof points, owner, review status, and the final deliverable link. When you use the prompt template attached to this step, paste the real source material, name the expected output sections, and ask the model to flag uncertainty instead of filling gaps. Before moving on, check that every claim has a source, every assumption is labeled, and unsupported claims are removed; the expected handoff is A source library of credible market signals connected to the briefing question.
A source library of credible market signals connected to the briefing question.
Prioritize sources that show behavior change, not just opinion. Budget shifts, hiring, regulation, customer demand, and product launches are stronger than hot takes.
Pro workflow preview
Previewing 2 of 7 steps
Get the remaining 5 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
Research this executive briefing topic and identify credible source material.
Briefing question:
{{briefing_question}}
Industry:
{{industry}}
Time period:
{{time_period}}
Geography:
{{geography}}
Find sources across:
1. Industry news
2. Analyst commentary
3. Regulatory updates
4. Public company moves
5. Market data
6. Expert commentary
For each source, summarize the key signal, why it matters, and credibility level.Related workflows
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