AI Market Research Agent for Business Planning
Collect, verify, and synthesize market information into source-linked briefs for planning teams.
Turn a focused market question into a source-linked brief, with an analyst reviewing evidence and conclusions before release.
- Frame the decision
- Gather approved evidence
- Verify and compare
Use AI to gather and organize approved market evidence; keep source policy, interpretation, and final recommendations with the research team.
What this workflow does
A bounded market-research workflow traces each finding to its source, separates fact from inference, and surfaces conflicts for analyst review.
Begin with a specific business decision, an approved source policy, a time horizon, and an analyst who owns interpretation. The workflow can organize evidence, but unsupported conclusions, sensitive forecasts, and final business decisions remain with that owner.
How the workflow runs
Frame the decision
Define the decision, audience, market, time horizon, deliverable, and review owner before collecting evidence.
Gather approved evidence
Collect public or authorized sources and capture the URL, publisher, publication date, and relevant extract.
Verify and compare
Normalize measures, distinguish publication dates from event dates, and flag conflicting or incomplete evidence.
Synthesize the implications
Group supported patterns, differences, uncertainties, and counterevidence without filling gaps by assumption.
Review and issue the brief
Have the analyst verify each claim, citation, and sensitive implication before sharing the brief.
Controls to define before launch
| Control area | What the agent handles | What the team controls |
|---|---|---|
| Scope | Allowed data, systems, and actions | Approve the research question, source policy, markets, time window, and treatment of confidential material. |
| Review | Approvers and response times | An analyst verifies claims, comparisons, uncertainty, and business implications before distribution. |
| Exceptions | Fallback owner and escalation path | The research owner resolves source conflicts, inaccessible evidence, and questions outside the approved scope. |
| Evidence | Sources, actions, and corrections | Set citation, retention, access, and correction requirements for every research brief. |
| Recovery | Retry limits and rollback plan | Own failed retrievals, stale sources, duplicate collection, and rollback to the last approved version. |
What to do before and after the pilot
Before launch
Test the source list, date rules, comparison fields, and citation format on one recurring planning question.
After launch
Review citation coverage, factual corrections, unresolved conflicts, analyst review effort, and whether the brief supported the intended decision.
Connect the workflow with OpenMax
OpenMax can carry approved research context from collection through review while preserving citations, handoffs, and the analyst's final sign-off.
Frequently asked questions
Where should a pilot begin?
Choose one recurring planning question with known sources, a clear deadline, and an analyst responsible for the conclusion.
What must remain under human control?
People must approve source policy, resolve conflicting evidence, interpret sensitive forecasts, and make the final business decision.
How should teams evaluate the pilot?
Measure source coverage, factual correction rate, unresolved conflicts, review effort, and the usefulness of the accepted brief.
