What Can You Do With This Automation?
Hand any topic to an AI research teammate that searches, reads, and synthesizes inside your workspace instead of leaving you 30 open tabs:
Source Gathering: Pull relevant articles, docs, and data from across the web and your own files.
Cited Summaries: Return a structured brief with citations so you can trust and verify every claim.
Key-Takeaway Extraction: Surface the decisions, risks, and opportunities that actually matter.
Living Knowledge Base: Save every summary into your workspace so the next question builds on the last.
Use Cases For Research and Summary Agent
Build competitive or market briefs before a strategy meeting.
Summarize long reports, threads, or transcripts into a one-page digest.
Compile a vetted reading list with annotations on any new topic.
Feed a weekly research digest into a shared project for the whole team.
How To Use This Automation
Go to the "Automations" tab in your workspace.
Click ➕Add automation ➡ choose a template or start from scratch.
Click "➕Add Trigger" and define the conditions.
Click "➕Add Action" and define the conditions.
Enable the toggle in the top-right corner to activate the automation.