Auto-Research → AI Analysis → Strategic Report Generation
Transform scattered research into comprehensive strategic reports by having AI agents automatically gather data, analyze trends, and generate executive summaries.
Workflow Steps
Perplexity AI
Automated research collection
Set up Perplexity to automatically search for recent news, market data, and competitor information based on your research parameters. Configure it to pull from academic papers, news sources, and industry reports.
Make (Zapier)
Data aggregation and formatting
Create an automation that collects Perplexity's research outputs, structures the data into categories (market trends, competitor analysis, opportunities), and formats it for AI analysis.
Claude (Anthropic)
Strategic analysis and insights
Configure Claude to analyze the aggregated research data, identify key patterns and trends, generate strategic insights, and create preliminary report sections with executive summary points.
Notion
Report compilation and sharing
Automatically populate a Notion template with Claude's analysis, creating a structured strategic report with sections for findings, recommendations, and next steps. Set up sharing permissions for stakeholders.
Workflow Flow
Step 1
Perplexity AI
Automated research collection
Step 2
Make (Zapier)
Data aggregation and formatting
Step 3
Claude (Anthropic)
Strategic analysis and insights
Step 4
Notion
Report compilation and sharing
Why This Works
This workflow leverages specialized AI agents for their strengths - Perplexity for research, Claude for analysis - while maintaining human oversight at key decision points.
Best For
Strategy teams and consultants who need to produce regular market intelligence reports
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