Key Takeaways
- Research is the most delegatable work you do, and the least delegated. It is time-consuming, low-judgment to gather, and it ends in a document, exactly what an AI employee is built for.
- Good delegation is a clear brief, not a vague ask. Tell it the question, the sources, the output format, and where to save it. Vague in, vague out.
- The win is the gathering, not the thinking. An AI employee pulls and organizes the raw material so you spend your time on judgment, not tab-hopping.
- Cross-tool research beats single-source. Pulling news, a company's own site, your CRM history, and your inbox into one brief is where a connected AI employee pulls ahead of a chat window.
- Cite-and-link, then verify. Ask for sources next to claims so you can check the few that matter before you act on them.
Every account executive knows the Sunday-night ritual. You have five discovery calls Monday, and you spend the evening with fifteen tabs open: the prospect's site, their LinkedIn, a funding article, your CRM notes from six months ago, the email thread where someone half-promised an intro. Two hours later you have a messy doc and a vague sense of each company. The research got done. Your Sunday did not survive it.
This is the work most worth handing off. By Slack's 2024 Workforce Index, a third of the average desk worker's day disappears into low-value tasks, and pre-call gathering is a textbook case: necessary, repetitive, and light on judgment. The judgment, what to say on the call, is yours. The gathering is not.
Why research is the ideal thing to delegate
Three traits make research a natural fit for an AI employee:
- The inputs already exist. The information is sitting in public pages, your CRM, and your inbox. Nothing has to be invented, only found and arranged.
- The output is a document. A brief, a one-pager, a comparison. That is exactly the shape an AI employee produces well.
- The judgment is light during gathering. Deciding what a finding means is hard. Collecting the finding is not. Delegation works best when you keep the first and hand off the second.
The mistake people make is treating research as one indivisible blob and either doing all of it themselves or trusting none of it. Split it: delegate the gathering, own the conclusions. The gathering is the part that scales badly with a human, ten accounts is ten times the tabs, and scales beautifully with an AI employee that can run the same brief across a list in one pass.
The anatomy of a good research request
A weak request gets you a weak brief. "Research Acme for me" leaves every important decision unspecified. A strong request answers four things: the question, the sources, the format, and the destination.
@Viktor I have a discovery call with Acme Corp on Thursday. Pull their
recent news and what they sell from their site, check our HubSpot for any
past contact or open deals, and scan my Gmail for any threads mentioning
them. Write a one-page brief in Notion with: what they do, recent
signals, our history with them, and three smart questions for the call.
Put a source link next to each claim.Notice what that brief does. It names the question (prep for a specific call), the sources (web, HubSpot, Gmail), the format (a one-pager with named sections), and the destination (Notion). It also asks for sources next to claims so you can verify before you walk in. That is the difference between research you can act on and research you have to redo.
Where a connected AI employee beats a chat window
A chat assistant can summarize a webpage you paste in. It cannot see your CRM history with the account or the half-finished email thread that changes the whole picture. An AI employee that connects to your tools can pull all of it into one brief.
| Research task | Chat assistant | AI employee |
| Summarize a public webpage | Yes, if you paste it | Yes, pulls it directly |
| Check your CRM history with the account | No | Yes, reads HubSpot |
| Find relevant past email threads | No | Yes, scans Gmail |
| Compile sources into a saved document | You copy it out | Writes to Notion or a doc |
| Run the same prep for ten accounts at once | One at a time, manual | One request, batched |
The single-source summary is the easy 20 percent. The cross-tool assembly is the 80 percent that actually saves your evening.
What a good brief looks like when it comes back
The format matters as much as the gathering, because a wall of findings is just a different kind of homework. The output you want is skimmable in the ninety seconds before a call. A strong brief has four parts:
- What they do, in two lines, not a copied paragraph from their homepage.
- Recent signals: a funding round, a new product, a leadership change, each with a date and a link.
- Our history: the last touchpoint, any open deal, who owns the relationship, pulled from the CRM.
- Three questions worth asking, written for this specific company rather than a generic discovery script.
That last part is where a good brief earns its place. Raw facts are easy. Turning them into the question you should actually ask on the call is the part that used to need your Sunday. When the gathering is handled, you get to spend your prep time on the conversation itself.
Keeping research trustworthy
Delegating research does not mean trusting it blindly. Two habits keep it safe. First, always ask for sources next to claims, then spot-check the few that would change your decision. An AI employee that links its evidence is one you can audit in seconds. Second, keep the judgment with you: let the AI employee gather and draft, but you decide what the findings mean and what to do. Viktor is review-first by default, so anything that leaves the research stage, an email to that prospect, a CRM update, waits for your approval. For the wider principle, see don't let your AI agent act without asking.
Make it recurring
The biggest gains come when research stops being a scramble and becomes a standing routine. Pre-call briefs every morning for that day's calendar. A weekly competitor scan dropped in a channel. A new-lead enrichment that runs the moment a deal is created. Once the brief format is good, the same request runs forever. The recurring tasks your AI coworker should own covers how to think about that, and how to prompt an AI coworker goes deeper on writing the request itself.
Frequently Asked Questions
What kind of research can I delegate to an AI employee?
Anything where the inputs exist and the output is a document: account and competitor research, pre-call briefs, market scans, lead enrichment, and summarizing long threads or reports. Keep the conclusions for yourself and hand off the gathering.
How do I write a good research request?
Answer four things: the question you want answered, the sources to use, the output format, and where to save it. Asking for a source link next to each claim makes the result easy to verify.
Can an AI employee use my internal data for research?
Yes. A connected AI employee like Viktor can read your CRM history, past email threads, and internal docs alongside public sources, which is what makes his briefs more useful than a chat window's.
How do I trust the research it produces?
Ask for sources next to claims and spot-check the ones that would change your decision. Keep the judgment with you. Viktor is review-first, so any action that follows the research waits for your approval.
Can it research many accounts at once?
Yes. A single request can batch the same brief across a list, for example every account on tomorrow's calendar, instead of you running each one by hand.
How long should a research brief be?
Short enough to read before the call starts. A one-pager with named sections beats a five-page dump every time. If you need depth on one finding, ask for it as a follow-up rather than bloating the main brief. The goal is a document you act on, not one you have to re-read.
