Lesson 4 · Pro

Research: sourced reports in one request

Get a properly sourced, multi-step investigation across the web and your own connected tools.

Pro lesson

Tool plan needed: Pro or above

By the end: By the end: you have a cited competitor or supplier report, you've checked two of its sources, and you've turned it into a one-page briefing for your manager.

20 min

Works on: pro, max, ultra, team, enterprise

Steps in this lesson

  1. Turn on Research
  2. Make it safe before you start
  3. Research your competitors
  4. Research your own email and files
  5. Check two citations
  6. Turn it into a one-page briefing

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