Research

Research & Source Summary

Collect source-backed insights and produce a structured, cited summary.

Who this is for: Students, analysts, and strategy teams

What this workflow helps with

Research & Source Summary helps you collect source-backed insights and produce a structured, cited summary. Use the recommended AI tools below and follow the steps to move from a rough start to a finished result, then refine with human review.

Common scenarios & use cases

This workflow covers the granular tasks people actually do:

Define a research question

Gather source-backed findings

Organize material and themes

Write a cited summary

Note open questions

Recommended AI tools

Perplexity

Source-backed answers with citations.

Open Official Tool

NotebookLM

Organizes material and extracts themes.

Open Official Tool

ChatGPT

Drafts the structured summary.

Open Official Tool

Step-by-step workflow

Define a clear research question and boundaries.
Use Perplexity for source-backed findings.
Organize material and themes in NotebookLM.
Write a summary with evidence notes and open questions.

How to use this workflow

Track source quality and publication dates.

Things to watch

Verify sources before treating summaries as evidence.

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Report-to-Presentation Workflow

Turn a report or data summary into a clear, persuasive slide deck.

Use this workflow outside 2C Studio

Open the recommended official AI tools and complete the task directly on those platforms.