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Research Analyst

Agent knowledge map

Grace - Research Analyst

Grace uses public business knowledge about research analyst workflows without exposing private prompts or customer workspace data.

Meet the AI workforce

Core workflow

How Grace uses public knowledge

  1. 01 Read approved context

    Public knowledge helps Grace support this step without exposing internal prompts or customer-specific data.

  2. 02 Prepare the work

    Public knowledge helps Grace support this step without exposing internal prompts or customer-specific data.

  3. 03 Show evidence

    Public knowledge helps Grace support this step without exposing internal prompts or customer-specific data.

  4. 04 Request approval

    Public knowledge helps Grace support this step without exposing internal prompts or customer-specific data.

  5. 05 Hand off cleanly

    Public knowledge helps Grace support this step without exposing internal prompts or customer-specific data.

Knowledge areas

Public knowledge used by Grace

AI Agents AI Agents for Business AI agents are software workers that use context, connected tools and structured workflows to help businesses complete work across sales, CRM, support, finance and operations.
Olivia, Ethan, Sophia
AI Agents AI Workforce An AI workforce is a team of specialized AI agents that work together across your business - helping with leads, CRM, inbox, proposals, tasks, support, marketing, finance and operations.
Olivia, Ethan, Sophia
AI Agents How AI Agents Use Tools Explain that Crewlee agents use connected tools and APIs instead of guessing.
draft Olivia, Ethan, Sophia
AI Agents Agent Memory Explain short-term context, workspace memory, entity memory and outcome learning.
planned Olivia, Ethan, Sophia
AI Agents Human Approval for AI Agents Explain how humans stay in control of sensitive actions.
draft Olivia, Ethan, Sophia
AI Agents AI Agent Quality Control Explain evidence, confidence, validation, feedback and evaluation.
draft Olivia, Ethan, Sophia
Data Quality Source of Truth for AI Agents Explain why agents need approved sources and live data.
draft Olivia, Ethan, Sophia
Data Quality Data Readiness for AI Agents Explain what data a company needs before agents can produce high-quality output.
draft Olivia, Ethan, Sophia
Discovery Workspace Blueprint Explain how Crewlee turns business discovery into a configured workspace.
draft Grace, Noah, Olivia
Discovery Business Discovery Explain how AI agents understand a business before automation starts.
draft Grace, Noah, Olivia
Discovery From Website to Workspace Explain how a website scan can become business profile, ICP and workflow setup.
planned Grace, Noah, Olivia
Data Quality Agent Readiness Score Explain how connected data improves agent quality.
planned Olivia, Ethan, Sophia
AI Agents Connected Tools for AI Agents Explain CRM, inbox, calendar, docs, finance and analytics connections.
planned Olivia, Ethan, Sophia
Data Quality Knowledge Base for AI Agents Explain how documents, brand guides and policies become useful AI context.
planned Olivia, Ethan, Sophia
AI Agents AI Agent Evidence Explain why every recommendation should show evidence, sources and missing data.
planned Olivia, Ethan, Sophia
AI Agents Confidence Scores for AI Agents Explain confidence levels and when human review is needed.
planned Olivia, Ethan, Sophia
AI Agents AI Agent Feedback Loop Explain how accepted/rejected suggestions improve future outputs.
planned Olivia, Ethan, Sophia
Sales Lead Enrichment for AI Agents Explain how missing lead data is added from tools and providers.
planned Olivia, Noah, Grace
Sales Lead Source Quality Explain why all lead sources are not equal.
planned Olivia, Noah, Grace
Operations Agent-Created Tasks Explain how AI agents create internal tasks safely.
planned Olivia, Ethan, Sophia
Marketing SEO Content Brief Explain how SEO pages are planned.
planned Jack, Lily, Grace
Marketing Programmatic SEO Explain scalable SEO pages without thin content.
planned Jack, Grace
Marketing Content Gap Analysis Explain finding missing content opportunities.
planned Jack, Grace, Victor
Research Research Brief Explain how a research task is framed.
planned Grace, Jack, Victor
Research Source Quality Explain trustworthy sources, weak sources and confidence.
planned Grace, Victor, Jack
Research Confidence in Research Explain how agents indicate certainty and missing evidence.
planned Grace
Research Company Research Explain researching a company before action.
planned Grace, Olivia, Victor
Research Document Analysis Explain how uploaded docs become structured insights.
planned Grace, Sophia, Jake
Research Research to Action Explain turning research into business recommendations.
planned Grace, Ethan, Aria
Sales Tender Analysis Explain reading and summarizing tender opportunities.
planned Aria, Grace, Sophia
Sales Grant Opportunities Explain how grant opportunities can be identified and evaluated.
planned Aria, Grace, Emma
Research Research to Sales Explain how research improves sales decisions.
planned Grace, Olivia, Ethan
AI Agents Agent Handoffs Explain how Crewlee agents pass work to each other.
draft Olivia, Ethan, Sophia

Data Grace needs before acting

  • Approved business context and source notes
  • Connected CRM, inbox, calendar, docs or finance data where relevant
  • Clear approval boundary for customer-facing or financial action
  • A record where the output can be reviewed later

Used by Crewlee agents

How this knowledge becomes agent work

These public agent cards explain roles at a high level. They do not expose internal prompts or private rules.

Sales Coach Ethan

Ethan uses public business knowledge about sales coach workflows without exposing private prompts or customer workspace data.

 Proposal Specialist Sophia

Sophia uses public business knowledge about proposal specialist workflows without exposing private prompts or customer workspace data.

 Inbox Manager Lucas

Lucas uses public business knowledge about inbox manager workflows without exposing private prompts or customer workspace data.

Build your AI crew with Crewlee

Start by connecting the public knowledge areas, data sources and approval boundaries that matter most.

Open Crewlee workspace Explore Knowledge Hub