Deep Research produces a thorough, AI-generated research report on a topic you choose —
market context, competitive landscape, trends, or anything else that helps you make a
better strategic decision. It goes well beyond a quick suggestion: it’s designed for the
kind of analysis you’d otherwise spend hours pulling together.
Availability. Deep Research is available to consultant (partner) accounts
working in a client organisation they manage. If you don’t see the Deep
Research option on your Reports page, it isn’t enabled for your organisation —
talk to your consultant or contact us.
On the Reports page, open the Create menu and choose New Deep
Research Report.
2
Describe what you need
Choose the source report the research should build on (an existing
progress report), and add custom instructions — specific focus areas or
research questions. The more specific the instructions, the more useful the
report. The dialog also shows your remaining monthly usage.
Pick a source report and add custom instructions
3
Let it run
Deep Research takes longer than a normal AI action because it’s doing more
thorough work. You can carry on elsewhere and come back to it — a progress
indicator shows how far along the analysis is and how many sources have been
analysed.
Deep Research works in the background while you continue with other tasks
4
Use the result
Review the finished report and fold its findings into your strategy, or
attach it to a stakeholder report.
A completed Deep Research report with structured findings and sources
Deep Research has a monthly report limit per organisation. If you’ve reached
the limit, you’ll be told, and it resets at the start of the next month.
For consultants, Deep Research is a fast way to walk into a client session
with credible, tailored background — see Deep Research for client
strategy.
