Infotech Management Consulting · How to Fix Deep Research

Separate gathering from concluding.

Most deep research goes sideways because one prompt is asked to plan, search, judge, and conclude all at once. The fix is one prompt per step, each in its own chat. The agent that searches never has to judge, and the agent that judges never has to search.

How to use this page

Same three moves, every step.

1Copy a prompt.Every step has a starter prompt. Hit Copy prompt and it lands on your clipboard exactly as written.
2Open a fresh chat in the agent you already pay for.ChatGPT, Claude, Gemini, Codex, Claude Code, Cowork. Any of them works. New step, new chat. That's the whole trick.
3Paste it and talk.The prompt asks one question at a time. Answer out loud. When it hands you a file, save it. The next step asks for it by name.
A note before you start
Use dictation. Hit the mic button and talk through your answers like you would to a curious coworker. Rambling is fine. The prompts are built to turn a messy voice answer into a clean file, so let the agent do the structuring.
The big idea

The best deep research runs are the ones where the research agent was never asked to conclude. Let it spend its whole budget gathering. You decide what it means later, with the evidence in front of you.

Every prompt names the file it produces, so the next step can ask for it by name.

Mark each step done as you go. Your progress stays in this browser.

Method and prompts adapted from the Rundown University Deep Research Prompt Library.

STEP 1 · PLAN · ~15 MIN

Get the question right before you spend a single search.

Most bad research runs were doomed in the first prompt. Spend fifteen minutes letting AI interview you, then let it write the gather prompt for you.

WHERE TO RUN THIS
Run both prompts in one fresh chat in the agent you already pay for. Pick gather-only when it asks. Spend the agent's whole budget on searching and collecting. Conclusions come later and cost almost nothing.
The prompts

Two prompts for this step.

1A

Research Interview

Default
Paste into:A fresh chat in your agent of choiceProduces:research-brief.md

AI interviews you one question at a time to lock the decision, the question, the scope, your tools, and whether the run should gather or conclude.

You are a sharp research planner. Interview me until we have a research brief tight enough that a deep research agent can't wander off. You are not doing the research. You are getting the question, scope, and rules right before anyone spends a search. == HOW TO RUN THIS == - One question at a time. Wait for my answer. Never stack questions. - Prefer multiple choice: A/B/C/D plus "E. Other, let me explain". Keep options to 4-6 words each. - I may dictate rambling answers. Do the structuring for me. Mirror my words. - If an answer is vague, ask ONE short follow-up, then move on. - Push back when the question is too big. A realistic question beats an impressive one. - Do not research or answer my question. == HOW TO OPEN == Say: "Tell me what you're trying to figure out and why. Ramble. Dictation works great here." Then wait. == WHAT TO COVER == 1. The decision. What will I decide or do differently once this is done? Who else decides? 2. The research question. Draft it back to me in one sentence. Ask: "Is this the real question?" Revise until I say yes. 3. Scope and depth. In and out of scope, time window, geography, and how many sources is enough (A. 10-15 quick scan, B. 25-40 solid pass, C. 50+ deep dig, D. Whatever it takes). 4. The deliverable. Format (A. Slide deck, B. Web page, C. Written memo, D. Table or spreadsheet), audience, and due date. 5. Sizing pass. Tell me honestly whether the answer and data are likely on the public web. If big parts live behind paywalls or inside companies, help me re-aim at a question the web can answer. If the question is too big for one run, propose chunking it into two or three smaller questions and ask which one we run first. 6. Access and tools. Ask what I can reach beyond plain web search: A. Connectors like Drive or Notion, B. Skills or MCP tools, C. Scrapers or data APIs, D. Private files or internal data, E. Just web search. Capture specifics. 7. Run mode. Ask: "Do you want this research run to reach a conclusion, or only gather?" A. Gather only (recommended), B. Gather and conclude. Recommend A and say why: an agent asked to conclude cuts corners on search and anchors on early sources. Gather-only puts its whole energy into searching, collecting, and organizing against our criteria and schema. Conclusions come later, in a separate chat. 8. Scoring criteria. Propose 4-6 criteria for judging whether a source is worth keeping (for example recency, primary vs secondary, relevance to the question, credibility of publisher). Ask me to keep, cut, or add. 9. Source schema. Propose the fields every collected source gets (title, url, publisher, date, type, key claim, relevance score, confidence, notes) plus any fields specific to my question. Ask me to confirm. == WHEN TO WRAP == You have enough when you've captured: the decision, a one-sentence question I said yes to, scope, the deliverable, the chunking call, my access, the run mode, the scoring criteria, and the schema. Then say: "I've got a solid research brief. Want to add anything, or should I deliver it now?" and wait. If I say deliver, output it immediately. No preamble. == OUTPUT FORMAT == Deliver clean markdown with exactly this structure: # Research Brief: [short title] ## Decision - **Decision this serves:** ... - **Who decides:** ... ## Research question One sentence. ## Scope and depth - **In scope:** ... - **Out of scope:** ... - **Time window:** ... - **Geography:** ... - **Enough sources:** ... ## Deliverable - **Format:** ... - **Audience:** ... - **Due:** ... ## Chunking - **This run:** ... - **Later runs:** ... - **Public web fit:** ... ## Access and tools - ... ## Run mode - **Mode:** Gather only / Gather and conclude - **Why:** ... ## Scoring criteria (draft) - **[Criterion]:** what earns a high score ## Source schema (draft) - **[field]:** what goes here End with this line outside the markdown: "Save this as research-brief.md. You'll hand it to the next prompt to write your gather prompt."

Three moves that make it work.

  • Talk, don't type. Dictate your answers like you're explaining it to a curious coworker. The prompt does the structuring.
  • Let it cut the question down. When it says your question is too big or lives off the public web, take the chunked version. Run the first chunk now.
  • Pick gather only. Let the research agent put all its energy into searching and collecting. You'll draw conclusions in a later chat.
1B

Write the Gather Prompt

Default
Paste into:The same chat, right after 1A (or a fresh chat with research-brief.md uploaded)Produces:gather-prompt.md

Turns your research brief into a paste-ready deep research prompt that only searches, collects, and organizes, with scoring, a source schema, and stop conditions.

You are a deep research prompt writer. I'm going to give you my research-brief.md. Your job is to turn it into one gather prompt I can paste into a deep research run. That prompt tells the research agent to search, collect, and organize. Nothing else. No conclusions, no strategy, no recommendations. The judging happens later, in a different chat. == HOW TO RUN THIS == - Start by saying only: "Paste or upload your research-brief.md." Then wait. - Read the brief closely. Do not summarize it back to me. - If something critical is missing (the question, scope, or schema), ask ONE question at a time to fill it. Use A/B/C/D plus "E. Other, let me explain" where it fits. Otherwise, go straight to writing. - Use my words from the brief. Don't upgrade my question into something fancier. - If the brief says "Gather and conclude", still write a gather-only prompt, and add one line at the top of your reply telling me why: the conclusion step works better in its own chat after the sources are in. == WHAT TO DO == Write gather-prompt.md. It must contain these parts, in this order: 1. Role and job. One paragraph: you are a research gatherer. Your only job is to find, collect, and organize sources that answer the research question. Paste the question word for word. 2. Context. The decision it serves, the audience, and why the scope is drawn where it is. Two to four sentences. 3. Scope. In scope, out of scope, time window, geography. Name source types to prioritize and source types to skip. 4. Tools and access. Tell the agent which connectors, skills, scrapers, or private files to use if it has them, and to fall back to web search when it doesn't. 5. Scoring criteria. List each criterion with a 1-5 scale and what a 5 looks like. Every source gets scored. 6. Per-source schema. Every source is recorded with exactly these fields: title, url, publisher, date, type (primary, secondary, opinion, data), key claim in one sentence, relevance score (1-5), confidence (high, medium, low), notes. Add any extra fields from the brief. 7. Organization. Group sources by sub-question or theme. Sort by relevance score inside each group. Keep a "conflicting sources" list and a "could not access" list. 8. Stop conditions. Stop when you hit the source target from the brief, when new searches return mostly duplicates, or when the time window is exhausted. Report which condition stopped you. 9. The no-conclusions clause. Write this block verbatim: "Do not conclude. Do not recommend. Do not strategize. Do not tell me what this means or what I should do. If you notice a pattern, log it in notes as an observation with the sources behind it, and keep gathering. Your output is an organized evidence file, not an answer." 10. Output. Tell the agent to deliver a markdown file named sources.md: a one-paragraph search log (queries run, tools used, stop condition), then every source in the schema, grouped and sorted, then the conflicting and could-not-access lists. == OUTPUT FORMAT == Reply with no preamble. Use exactly this structure: # gather-prompt.md One line: "Copy everything inside the code block." Then the full gather prompt inside a single code block, written as plain text with simple dashes for lists, ready to paste into a deep research run without edits. End with this line outside the code block: "Save this as gather-prompt.md. Open a NEW chat, turn on deep research (or run it locally in Claude Code, Cowork, or Codex so the sources save to disk), and paste it in."

Three moves that make it work.

  • Feed it the brief. Paste or upload research-brief.md. It only asks questions if something critical is missing.
  • Keep the no-conclusions clause. Don't edit it out. It's the line that stops the agent from guessing an answer and quitting early.
  • Copy from the code block. Grab the finished prompt, save it as gather-prompt.md, and take it to a brand new chat for Step 2.
Why

Why this step exists.

  • Shrink it first. A question the public web can actually answer, cut down to one run, beats a giant question that comes back as confident mush.
  • Decide the rules up front. Scoring criteria and a source schema tell the agent what good looks like before it starts collecting.
  • Why it matters. Every minute here saves an hour of reading a report that answered the wrong question.
What you walk away with

You walk away with research-brief.md and gather-prompt.md: a question sized for one run, the rules for judging sources, and a prompt that keeps the research agent gathering instead of guessing.

Next: Step 2 · Gather

STEP 2 · GATHER · ~20 MIN

Let the agent search without being allowed to decide.

This is where deep research earns its keep. Give it the whole budget for finding, collecting, and organizing, and none for concluding.

WHERE TO RUN THIS
Paste gather-prompt.md into a NEW chat and choose deep research. Or run it locally in Claude Code, Cowork, or Codex so every source gets saved to disk as a file you keep. Either way, the run produces sources.md, your raw collected sources. Use the two prompts below before and after that run.
The prompts

Two prompts for this step.

2A

Source and Connector Finder

Default
Paste into:A fresh chat, before the gather run, with research-brief.md attachedProduces:source-plan.md

Ranks the connectors, databases, scrapers, and search modes most likely to hold accurate, current data for your question, and tells you which ones you can reach right now.

You are a research sourcing specialist. Your job is to look at my research brief and figure out where the best data for this question actually lives, before anyone spends a deep research run on it. You rank sources, connectors, and tools. You do not research the question itself, and you do not answer it. I will paste or upload research-brief.md. If I have already written gather-prompt.md, I may share that too. == HOW TO RUN THIS == - Read the brief first. Then ask me ONE question at a time about access, only where the brief leaves it unclear. Wait for my answer. - Use multiple choice: A/B/C/D plus "E. Other, let me explain" (options 4-6 words each). - Ask no more than four questions. If the brief already answers something, skip it. - I may dictate rambling answers. Do the structuring for me. - Check what you can actually reach from this chat (web search, connectors, file access, MCP tools, code execution) and say so plainly. Do not pretend to have a tool you do not have. - Do NOT answer the research question, summarize findings, or recommend a decision. Your output is a plan for where to look, nothing more. == WHAT TO COVER == 1. Source types. List the kinds of sources that could hold the answer: primary data (filings, government datasets, official docs, pricing pages, earnings calls), industry databases, academic papers, trade press, community forums, internal files, and expert commentary. 2. Ranking. Rank the specific sources, connectors, scrapers, databases, MCP tools, and search modes most likely to yield accurate, current, relevant data for THIS question. Score each on accuracy, freshness, relevance, and effort. 3. Reach. For each one, say whether I can use it from the current agent right now, or whether it needs setup (a connector to turn on, an API key, a login, a local agent like Claude Code, Cowork, or Codex, or a manual export). 4. Risks. Flag paywalls, login walls, rate limits, and freshness risks (data that is stale, updated quarterly, or likely to have changed since it was published). 5. Lookalikes. Flag sources that look authoritative but are secondary: aggregators, AI-written summaries, vendor marketing, press releases repeating a stat, and blogs citing a study without linking it. Name the primary source to chase instead. 6. Search modes. Recommend which mode fits each part of the brief: quick web search, deep research, site-specific search, a scraper, a database query, or reading uploaded files. == WHEN TO WRAP == You have enough when you've captured: what I can reach today, the top sources ranked, the setup steps I would need, and the risks. Then say: "Here's your source plan. Want me to adjust anything before you add it to the gather run?" and wait. == OUTPUT FORMAT == Deliver clean markdown, saved as source-plan.md, with exactly this structure: # Source Plan: [research question in one line] ## What I can reach from here - [tool or connector]: [available now / needs setup: what step] ## Ranked sources 1. **[Source name]** ([type], [primary or secondary]) - Why it fits: [one line] - Accuracy: [high / medium / low] | Freshness: [how current] | Effort: [low / medium / high] - Access: [available now / needs setup / paywalled] - How to search it: [mode and example query] (Rank 8 to 15 sources.) ## Setup needed before gathering - [step, in order] ## Risks to watch - Paywalls: ... - Freshness: ... - Looks authoritative but is secondary: [source] -> chase [primary source] instead ## Add this to gather-prompt.md [A short paste-ready paragraph listing the priority sources and search modes the gather run should use first.] Start by reading my brief, then ask your first question.

Three moves that make it work.

  • Check your reach. It tells you what this agent can actually use today and what needs a connector, a key, or a local agent first.
  • Spot the lookalikes. Aggregators and vendor posts look authoritative. It names the primary source to chase instead.
  • Feed the gather run. It ends with a paragraph you paste into gather-prompt.md so the run starts in the right places.
2B

Verify and Index

Default
Paste into:The chat or file that holds sources.md, or your local agent pointed at the saved filesProduces:source-index.md

Verifies every source in sources.md, scores it against your schema, and builds one consistent index another agent can read later to debate and synthesize. No conclusions allowed.

You are a source verifier and research librarian. Your job is to take the sources a gather run collected and turn them into a clean, verified, consistent index that another agent will read later to debate and synthesize. You check, you catalog, you find the gaps. You do not conclude. Your raw input is sources.md, the collected output the gather run saved. Run this in the chat or file that holds sources.md, or point it at the saved files on disk if you gathered locally. If you have them, I will also share research-brief.md (for the scoring criteria and source schema) and source-plan.md. == HOW TO RUN THIS == - Work through every source. Do not skip, merge, or silently drop any. If there are more than 40, tell me the count and ask whether to do them in batches. - Verify before you score. For each source, check: the link is live (or note that you could not check it), who the publisher is, the publish or update date, and whether it is primary (original data, filing, official doc, first-hand account) or secondary (reporting on someone else's data). - Write what the source ACTUALLY says, in one or two plain sentences. Not what the headline implies. Not what it suggests. If a stat is quoted, find where it came from. - Use the source schema and scoring criteria from research-brief.md exactly. If I did not share them, ask me once, then use the default schema below. - Give every source a stable ID: S1, S2, S3, and so on, in the order you index them. The debate agent will cite sources as [S1], [S4], so IDs must never change or repeat. - Keep every entry in the same order with the same field names, so another model can parse it reliably. No prose between entries. - Do NOT draw conclusions, state strategy, rank options, or make recommendations. No "this suggests," no "the clear winner," no "we should." If you catch yourself synthesizing, stop and put it in Gaps as a question instead. - If a source is dead, paywalled, or unverifiable, keep it in the index and flag it. Do not delete it. == WHAT TO DO == 1. Verify every source against the checks above. 2. Score each one against the scoring criteria from the brief. 3. Map coverage: for each scoring criterion, list which sources address it and how strongly. 4. Find the gaps: criteria with thin, old, or only secondary coverage, and claims that rest on a single source. 5. Propose the next three searches that would close the biggest gaps. == OUTPUT FORMAT == Deliver clean markdown, saved as source-index.md, with exactly this structure: # Source Index: [research question in one line] Sources indexed: [n] | Verified live: [n] | Primary: [n] | Secondary: [n] | Flagged: [n] ## Sources ### S1. [Title] - ID: S1 - URL: [link] - Publisher: [name] - Date: [YYYY-MM-DD or "undated"] - Type: [primary / secondary] - [filing, dataset, article, report, forum, etc.] - Link status: [live / dead / paywalled / not checked] - What this source actually says: [one or two sentences, no interpretation] - Key claim or data point: [exact figure or statement, with where it originated] - Criteria it addresses: [criterion names] - Relevance: [1-5] | Confidence: [1-5] - Flags: [stale, single-source stat, vendor-funded, unverified, none] (Repeat for every source, numbered S1, S2, S3 ... with a matching ID field. Never renumber once assigned.) ## Coverage map | Scoring criterion | Sources (by ID, e.g. S1, S4) | Strength (strong / thin / none) | ## Gaps - [What is missing, old, secondary-only, or resting on one source] ## Next three searches 1. [Query] - [where to run it] - [which gap it closes] 2. ... 3. ... Start by counting the sources in sources.md, tell me the number, then begin.

Three moves that make it work.

  • What it actually says. One plain line per source, not what the headline implies. This is where weak sources get caught.
  • Same shape every time. Fixed fields in a fixed order, so the Debate agent can read the whole index without guessing.
  • Gaps, not answers. It ends with what is missing and the next three searches to run, never with a recommendation.
Why

Why this step exists.

  • Know where to look first. The best data is often behind a connector, a database, or a scraper, not the first page of search results.
  • Verify before you trust. Check every source for a live link, a real publisher, a date, and whether it is the original or someone repeating it.
  • Why it matters. A clean, scored index is what makes the Debate step honest. Garbage sources in, confident garbage out.
What you walk away with

You walk away with source-plan.md and source-index.md: a verified, scored record of what the evidence says, with the gaps named and no conclusions drawn yet.

Next: Step 3 · Debate

STEP 3 · DEBATE · ~20 MIN

Find out why the data leans before you lean with it.

Your sources are in. Before anything gets concluded, you sit across from an agent whose only job is to push back on what you think the data says.

WHERE TO RUN THIS
Run it in a chat that has source-index.md and research-brief.md, either the same chat where you built the index or a fresh one with both files uploaded. Find out why the data leans one way before you lean with it.
The prompts

One prompt for this step.

3A

What Is the Data Saying

Default
Paste into:A chat with source-index.md and research-brief.md loadedProduces:debate-notes.md

Interviews you on your lean, then reports what the sources actually support, where they skew, and the best case against you. No recommendation yet.

You are a skeptical research partner. The gathering is done. Your job is to challenge what the data is showing before anyone commits to a direction. You will find out what I already believe, test it against the sources, show me where the data skews and why, and argue the other side seriously. You will NOT write the recommendation. This step exists so we know the exact sources and the exact reasons before we go one direction. Work only from source-index.md and research-brief.md in this chat. If either is missing, ask me to paste or upload it before you start. == HOW TO RUN THIS == - Read both files fully before your first question. - Interview first. One question at a time. Wait for my answer. - Prefer multiple choice: A/B/C/D plus "E. Other, let me explain" (options 4-6 words each). - I may dictate rambling answers. Do the structuring for me. - Every claim you make cites the index entry it comes from, like [S4] or [S4, S9]. If no entry supports it, label it "not in the index." - Do not soften findings to match my lean. Do not write a recommendation, a strategy, or next-step plan. == PART 1: THE INTERVIEW (4 questions, in this order) == 1. What are you sensing so far? Offer three or four plausible readings of the index as A/B/C/D. 2. Which conclusion are you already leaning toward? Offer the likely options from question 1, plus "D. Genuinely undecided." 3. How confident are you in that lean? A. Gut feel, could flip B. Fairly sure, want proof C. Very sure, test me D. Already told people 4. What would you be embarrassed to have missed? Open answer. Ask me to talk it through. == PART 2: THE DEBATE REPORT == After question 4, say "Got it. Here is what the data is actually saying." Then cover: 1. What the index supports. The claims with the strongest backing, each with entry references and a strength rating (strong, moderate, thin). 2. Where the data skews and why. Check source mix (primary vs secondary, vendor vs independent), recency, who is talking and who is not, what is missing, and the incentives of the publishers. Name the entries behind each skew. 3. The strongest case against my lean. Argue it like you believe it. Use the best evidence in the index, not a straw man. 4. What would change the answer. The specific evidence that, if found, would flip or weaken my lean. 5. What to add. Sources, perspectives, or data types that would most move the recommendation, ranked by impact. == PART 3: BLIND-SPOT SIGN-OFF == List every blind spot as a numbered line. Ask me to mark each one: A. Accept the risk, B. Go find more, C. Not relevant, D. Rewrite it. One blind spot at a time if I want, or all at once if I say so. == WHEN TO WRAP == You have enough when I have signed off on every blind spot. Then say: "Blind spots are locked. Want to change anything, or should I deliver debate-notes.md?" and wait. == OUTPUT FORMAT == Deliver clean markdown with exactly this structure, as a file named debate-notes.md: # Debate Notes: [research question] ## My starting lean - **Sensing:** ... - **Leaning toward:** ... - **Confidence:** ... - **Would be embarrassed to miss:** ... ## What the index supports - **Claim:** ... | **Sources:** [S#] | **Strength:** strong / moderate / thin ## Where the data skews - **Skew:** ... | **Why:** ... | **Sources:** [S#] ## Strongest case against my lean ... ## Evidence that would change the answer - ... ## Sources and perspectives to add 1. ... (what it would move) ## Blind spots (signed off) 1. ... | **Decision:** accept / find more / not relevant ## Open questions for Deliver - ... No recommendation section. That comes in the next step.

Three moves that make it work.

  • Lean first. Four quick questions capture what you sense, what you favor, how confident you are, and what you'd hate to miss.
  • Every claim gets a source. The report cites index entries for each point and flags anything that is not in the index.
  • Sign off on blind spots. You accept, chase, or dismiss each one, then get debate-notes.md to carry into Deliver.
Why

Why this step exists.

  • Say your lean out loud. The agent asks what you're sensing and how sure you are, so your bias is on the table instead of hiding in the result.
  • Make it argue the other side. You get the strongest case against your lean, built from your own sources, plus the evidence that would change your mind.
  • Why it matters. Most bad recommendations come from data that skewed one way and nobody asked why. Ten minutes here saves you from defending a lopsided answer in front of your boss.
What you walk away with

You walk away with debate-notes.md: your lean, what the sources really support, where they skew, and a blind-spot list you signed off on. Now you know the exact sources and exact reasons before you go one direction.

Next: Step 4 · Deliver

STEP 4 · DELIVER · ~20 MIN

Approve the outline in chat before anything gets built.

You have a brief, an index, and a debate you signed off on. Now the agent turns that into a recommendation inside a template, and you see the whole plan in chat before it builds a single slide.

DRAFT IN CHAT, BUILD ONCE
Upload the web template or the PowerPoint template along with your three files from the earlier steps. Read the outline the agent posts, push back on anything that feels off, and only say BUILD when you would sign your name to it.
The prompts

Two prompts for this step.

4A

Deliver With the Template

Default
Paste into:A fresh chat with the template and your three files uploadedProduces:delivery-outline.md, then the finished site or deck

Maps every placeholder in the template, drafts the full outline in chat with sources and assumptions called out, and builds only after you say BUILD.

You are my delivery editor. I have uploaded four things: a template (either the web template or the PowerPoint template), plus research-brief.md, source-index.md, and debate-notes.md from the earlier steps. Your job is to turn the approved research into a finished recommendation that fits the template exactly. Work in two phases. Do not skip ahead. Nothing gets built until I say BUILD. == HOW TO RUN THIS == - Read every file I attached before you say anything. - Use only what is in my files. If a claim is not backed by an entry in source-index.md, it is an assumption, and you label it as one. - Respect what debate-notes.md says. If I signed off on a blind spot or a caveat, it shows up in the deliverable. Do not quietly drop it. - Keep the template's structure. Fill its slots. Do not invent new sections, rename sections, or restyle it. - Ask before guessing. If something important is missing, ask me ONE question at a time, multiple choice where it fits: A/B/C/D plus "E. Other, let me explain." - I may dictate rambling answers. Do the structuring for me. == PHASE A: MAP AND OUTLINE (do this now; do NOT build yet) == 1. Placeholder inventory. Go through the template and list every content placeholder you find: titles, headlines, stat callouts, charts, quotes, source notes, speaker notes, footers, anything I am expected to replace. Number them and group them by section or slide. Ask me to confirm the list is complete. 2. The outline. Once I confirm, post the full outline right here in chat. For each section, give me: - What goes here (one or two lines, in plain language) - Which source-index.md entries back it, by ID (S1, S2 ...) - What is still an assumption, and how confident we are - Any placeholder you plan to leave empty or cut, and why 3. The two parts that matter most. Draft these in full, not as notes: - The recommendation, in one or two sentences a busy decision-maker could repeat - The next steps: who does what, by when, and what would change the call 4. Gaps. List anything the template asks for that the research cannot support. Suggest how to handle each: cut it, mark it as an open question, or go get more data. Then say: "That's the outline. Edit anything you want, or say BUILD and I'll make it." and wait. If I give edits, revise the outline in chat and ask again. Repeat until I say BUILD. == PHASE B: BUILD (only after I say BUILD) == 1. Save the approved outline as delivery-outline.md first, using the format below. 2. Then fill the template, placeholder by placeholder, from the approved outline only. No new claims at this stage. 3. Mark every assumption visibly in the deliverable the same way the outline did. 4. Put source references where the template has room for them. 5. Deliver the finished site or deck as a file I can open, then run a quick check and tell me: any placeholder still unfilled, any claim without a source, anything that drifted from the outline. == OUTPUT FORMAT == delivery-outline.md uses exactly this structure: # Delivery Outline: [Research question in one line] ## Recommendation - **The call:** ... - **Confidence:** High / Medium / Low, and why ## Placeholder map - **[Section or slide name]:** what goes here | backed by: [S1, S4] | assumption: yes/no ## Assumptions - ... ## Caveats carried from debate-notes.md - ... ## Next steps - **Who:** ... **What:** ... **By when:** ... ## What would change the call - ...

Three moves that make it work.

  • Upload all four. The template plus research-brief.md, source-index.md, and debate-notes.md. Missing one means the agent starts guessing.
  • Read the outline like a skeptic. Check that every section names its sources and every assumption is flagged. Edit in chat until it reads right.
  • Say BUILD once. The agent saves delivery-outline.md first, then fills the template from it. If it drifts, point it back to the outline.
4B

Adapt the Template to You

Optimization · optional
Paste into:A fresh chat with the template, your three files, and any brand assets uploadedProduces:delivery-outline.md, then your adapted site or deck

Optional. Interviews you on brand, voice, audience, and how the deliverable gets used, then remakes the template to fit, with the same outline-first gate.

You are my delivery designer. I have uploaded a template (either the web template or the PowerPoint template), plus research-brief.md, source-index.md, and debate-notes.md. I like the bones of the template, but it does not look or sound like me. Your job is to interview me, then remake it loosely based on the one I gave you, adapted to my brand, my voice, my audience, and how this deliverable will actually be used. Work in three phases. Do not skip ahead. Nothing gets built until I say BUILD. == HOW TO RUN THIS == - Read every file I attached before your first question. - One question at a time. Wait for my answer. - Prefer multiple choice: A/B/C/D plus "E. Other, let me explain" (options 4-6 words each). - I may dictate rambling answers. Do the structuring for me. - If I upload a logo, a brand guide, an old deck, or a screenshot, study it and use it. Do not ask me for something I already gave you. - Keep what makes the template work: the conclusion up front, evidence one step behind it, sources easy to find. Change the look, the tone, and the order to fit me. == PHASE A: INTERVIEW ME == Cover these, in this order: 1. Brand. Colors, fonts, logo, and any house style. Do I have a brand guide, or should you pull it from what I uploaded? 2. Voice. How should this sound? For example: A. Plain and direct, B. Warm and conversational, C. Formal and buttoned-up, D. Bold and opinionated. 3. Audience. Who reads or sees this first, what do they already know, and what do they care about most? 4. How it will be used. A. Pre-read before a meeting, B. Live presentation, C. Executive review and sign-off, D. Team wiki or reference page. 5. Constraints. Length or slide count, must-have sections, things legal or leadership will flag, deadline, the tool it has to open in. 6. What to keep. Which parts of the supplied template do I want to keep exactly as they are? After each answer, confirm it back in one line. If I correct you, update and move on. == PHASE B: DESIGN AND OUTLINE IN CHAT == When you have all six, post this right here in chat: 1. A short design brief: palette, type, tone, and layout choices, and what you are changing from the original template and why. 2. The new section list, in order, and how each section serves my audience and use case. 3. The content outline: for each section, what goes there, which source-index.md entries back it (by ID, like S1, S4), and what is still an assumption. 4. The recommendation and next steps, drafted in full in my voice. 5. Any caveat from debate-notes.md, and where it lands. Then say: "That's the plan. Edit anything, or say BUILD and I'll make it." and wait. Revise in chat until I say BUILD. == PHASE C: BUILD (only after I say BUILD) == 1. Save the approved plan as delivery-outline.md first, using the format below. 2. Build the adapted site or deck from the approved plan only. No new claims at this stage. 3. Mark assumptions visibly. Put source references where readers can find them. 4. Deliver the finished file, then tell me what you changed from the original template and anything still unfilled. == OUTPUT FORMAT == delivery-outline.md uses exactly this structure: # Delivery Outline: [Research question in one line] ## Design brief - **Brand:** ... - **Voice:** ... - **Audience:** ... - **Used as:** ... - **Constraints:** ... - **Kept from the original template:** ... ## Recommendation - **The call:** ... - **Confidence:** High / Medium / Low, and why ## Sections - **[Section name]:** what goes here | backed by: [S1, S4] | assumption: yes/no ## Caveats carried from debate-notes.md - ... ## Next steps - **Who:** ... **What:** ... **By when:** ...

Three moves that make it work.

  • Bring your brand. Drop in a logo, a brand guide, or an old deck you like. The agent reads it instead of asking you to describe it.
  • Be specific about the room. A pre-read, a live presentation, and an exec review need different builds. Tell it which one this is.
  • Same gate, same rule. Approve the design brief and outline in chat first. Then say BUILD.
Why

Why this step exists.

  • Templates keep it honest. A fixed structure puts the conclusion up front and the evidence right behind it, so nothing hides in a wall of text.
  • Drafting is cheap, building is not. Fixing a line in an outline takes seconds. Fixing a finished deck takes another round of prompts and a lot of patience.
  • Why it matters. Every claim in the final deliverable traces back to a source you already checked, and every assumption is labeled before your boss finds it.
What you walk away with

A finished site or deck with the recommendation up front, every claim tied to a source, every assumption labeled, and a delivery-outline.md you can reuse the next time you run this method.

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