The Research block (Premium)
The Research block searches the live web while a lead's report is generating, then hands what it finds to the steps that come after it. The lead never sees the raw search — they see a report grounded in real, current information instead of only what the AI already knows.
It's a Premium AI Block, so each run consumes credits.
What to use it for
- Pull current market data, trends, or news into an analysis report.
- Look up the lead's industry or niche so recommendations reference real players and numbers.
- Answer a specific factual question the report depends on.
Settings
- Query Mode — Auto combines your prompt with the lead's answers and generates an optimized search query. Manual uses your prompt as the search query, word for word.
- Research Mode — Search returns web results with summaries, good for gathering several sources. Answer returns a direct answer with citations, good for a specific question.
- Category — narrow results to Company, Research Paper, News, Tweet, Personal Site, Financial Report, or People. Leave on Auto to search everything.
- # of Results — 5 or 10 (Search mode only).
Good to know
- Set Intake Data to Selected Fields and pick only the answers that matter for the search — a focused query beats a noisy one.
- Research has no visible output on the report. Always follow it with a Writer or other AI block that uses what it found.
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