How to build an Emerging Tech Research Analyst

Workflow Overview

1. Files Upload & Processing

• Node: Files

• Purpose: The user uploads a dataset (such as a CSV or PDF) containing technology information. The node processes the file, extracting and chunking the text (including OCR for scanned documents), making it ready for AI analysis.

2. Generate a Focused Web Search Query

• Node: OpenAI (llm-2)

• Purpose: This AI analyzes the uploaded dataset and generates a concise, focused search query. The goal is to help find the latest patents, publications, and companies relevant to the technologies in your dataset.

• How: It summarizes the key topics and terms from the file, not the full dataset, and outputs a search query.

3. In-Depth Dataset Analysis

• Node: OpenAI (llm-0)

• Purpose: This AI provides a detailed analysis of the uploaded dataset, identifying:

  • Emerging technology trends

  • Key players

  • Market opportunities

• How: The output is structured for inclusion in a professional report, with citations and thorough reasoning.

4. Jobs-to-Be-Done Competitor Analysis

• Node: OpenAI 3 (llm-3)

• Purpose: This AI identifies potential competitors using a Jobs-to-Be-Done approach, leveraging:

  • The uploaded dataset

  • The search query generated in step 2

• How: It focuses on ultra-niche and hard-to-find competitors, providing citations and reasoning for each finding.

5. Report Formatting

• Node: Template

• Purpose: This node combines the outputs from all analysis nodes into a single, well-structured, professional report in Markdown format. The report includes:

  • Executive summary (from the in-depth analysis)

  • Patent, publication, and company research (from the search query)

  • Jobs-to-Be-Done competitor analysis

  • Appendix with the uploaded dataset

6. Output to User

• Node: Output

• Purpose: Presents the final, formatted report to the user for review or download.

7. Create a Google Doc

• Node: Create Google Doc (Action)

• Purpose: Automatically creates a new Google Doc containing the full report, using your connected Google account.

• How: The content from the Template node is sent as the body of the new Google Doc, titled "Emerging Tech Report".

How the Nodes Connect

• Files → OpenAI (llm-2): The uploaded dataset is used to generate a search query.

• Files → OpenAI (llm-0): The dataset is analyzed for trends and opportunities.

• Files & OpenAI (llm-2) → OpenAI 3 (llm-3): Both the dataset and the search query are used for competitor analysis.

• All AI nodes → Template: Their outputs are merged into a single report.

• Template → Output: The report is displayed to the user.

• Template → Create Google Doc: The report is also sent to Google Docs for easy sharing and editing.

In short:
You upload a dataset → AI generates a search query, analyzes the data, and finds competitors → All results are formatted into a professional report → The report is shown to you and also saved as a Google Doc.