A research agent can gather information from many sources, synthesize findings, and produce structured research output — recovering 5-10 hours per week for analysts, consultants, journalists, and researchers. This guide walks through building a research agent for competitive intelligence, market research, or literature review use cases.

Step 1: Define your research scope

Before building, define what your research agent will do:

  • Topic area: Competitive intelligence? Market research? Academic literature?
  • Source types: News sites, company websites, academic papers, social media?
  • Output format: Brief, report, annotated bibliography, structured data?
  • Frequency: One-time, weekly, monthly, continuous monitoring?

Step 2: Choose your platform

For most research agents, we recommend:

For a complete research workflow, use Mariner or Perplexity for gathering, Claude for synthesis.

Step 3: Configure your sources

Identify the sources your agent should monitor:

  • Competitor websites: Pricing pages, product pages, blog, news/press
  • News sources: Industry publications, general news, Google News alerts
  • Social media: LinkedIn company pages, Twitter accounts, industry forums
  • Academic sources: Google Scholar, arXiv, SSRN, ResearchGate
  • Regulatory filings: SEC filings, government databases

Step 4: Build the monitoring workflow

For ongoing monitoring, set up a recurring workflow:

  1. Trigger: Weekly schedule (e.g., every Monday at 9 AM)
  2. Gather: Agent visits each source and captures changes since last run
  3. Synthesize: Agent identifies significant changes and patterns
  4. Report: Agent produces a structured brief
  5. Distribute: Agent posts to Slack or saves to Notion

Step 5: Configure synthesis

The synthesis step is where research quality is determined. Configure your agent to:

  • Identify key themes. Group related findings together.
  • Surface significant changes. Flag what's new or different since last research cycle.
  • Note contradictions. When sources disagree, surface the disagreement.
  • Cite sources. Every claim should link back to its source.
  • Assess confidence. Flag low-confidence findings for verification.

Step 6: Configure output format

Define how research output should be structured:

  • Executive summary: 2-3 paragraph overview of key findings
  • Detailed findings: Organized by theme or source
  • Significant changes: What's new since last research cycle
  • Sources: Full list with links
  • Confidence assessment: Which findings are well-supported vs. speculative

Step 7: Test and refine

Run the research workflow and evaluate:

  • Are the sources being captured correctly?
  • Is the synthesis accurate and useful?
  • Are significant changes being identified?
  • Are citations correct?

Refine based on evaluation. Most research agents need 2-3 iterations before producing consistently useful output.

Expected results

A well-configured research agent typically achieves:

  • 5-10 hours saved per week on research
  • More comprehensive source coverage (agents can monitor more sources than humans)
  • Faster identification of significant changes
  • Consistent, structured output

Common mistakes to avoid

  • Trusting output without verification. Always verify critical findings.
  • Too many sources. Quality over quantity — 10 well-chosen sources beat 100 random ones.
  • Vague synthesis prompts. Be specific about what you want the agent to identify.
  • Not refining. First-run output is rarely good enough. Iterate.

Next steps

See our Mariner setup guide or Perplexity review for getting started, and our marketers guide for research workflows in marketing contexts.

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