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Why this matters

Imagine handing a client a strategic recommendation backed by live market evidence, cited sources, and findings tied directly to their own goals — in the first week of the engagement. Deep Research combines the client’s internal strategy with real-time web research to produce the kind of cited, professional-grade report that’s normally the output of a multi-day research team. It’s the capability that changes the conversation from “here’s what I think” to “here’s what the evidence shows.”

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Run a Deep Research report

1

Open Deep Research

On the Reports page, open the Create menu and choose New Deep Research Report — it’s a separate capability from standard executive reports, available to consultant (partner) accounts working in a client organisation they manage. (See the Deep Research feature page for the full reference.)
The Deep Research option on the Reports page

Launching Deep Research from the Reports page

2

Configure the research

Choose the source report — an existing executive report, so the AI understands the internal context — and add custom instructions, for example “Research competitive dynamics in the Australian market for this sector.” The dialog also shows your remaining monthly usage. The result speaks to the client’s situation, not a generic template with their name pasted on top.
The Deep Research configuration modal

Configuring the research with context and instructions

3

Watch it work

Select Generate Report and follow the live progress — a running percentage, the number of sources analysed, and a narration of what the AI is doing as it reads, filters for relevance, and builds a synthesis against the client’s priorities. This typically takes a few minutes.
The Deep Research progress animation

Live research progress

4

Review the cited report

The finished report has a clear narrative, strategic implications, and recommendations — all anchored to the client’s own strategy. Every source is cited with a clickable link, so the client can verify the research themselves.
The Deep Research report showing cited sources

The finished report with numbered, clickable citations

5

Export or share

Download a professionally formatted PDF with citations included, or Share it with stakeholders using the same role-based access as any report.
In a market where trust in AI is still being earned, citations are the feature that lets you put your name on the work. A client clicking through to verify a source is a level of transparency almost no consulting deliverable offers today.

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The value you’re delivering

  • A week of analyst work in a coffee break — the research hasn’t disappeared, but your margin on it has improved dramatically.
  • Evidence, not opinion — findings drawn from live sources and tied to the client’s specific strategic context.
  • Verifiable and premium — full citations build trust and clearly differentiate you from other advisors.

Deep Research feature

The consulting value of reports

Reporting that impresses boards

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