Research in Toolblocks
Evidence-backed municipality, address, and custom research workflows.
Overview
Research workflows produce structured answers with sources, screenshots, and deeplinks where possible—so teams can verify quickly and save corrections as overrides. Use them for pursuit prep (account and contact briefs) and project delivery (site and jurisdiction context)—always as draft for review.
When to use this
- Before a pursuit call: Run research on a target firm or contact and skim citations in five minutes.
- During schematic design: Pull address or municipality context for a new site.
- After a signal fires: Deepen a “why now” prompt with cited facts before you draft outreach.
Workflow types
| Type | Example use | Doc |
|---|---|---|
| Address | Zoning, utilities, departments for a site | Address research |
| Municipality | Jurisdiction summaries and links | Municipality research |
| Custom | Your prompt + output fields | Custom research tasks |
| On a contact | Brief tied to a person or account | Research on contacts |
Steps
Start research from a task, contact, account, or the research entry in the workspace.
Pick a workflow type and provide clear inputs (address, jurisdiction, or custom prompt).
Review output with sources and citations before sharing externally.
Fix mistakes with overrides and corrections so the next run is faster.
Research is draft for review. Professional judgment stays with your team. Included research runs on Team scale with Revenue seats; see Credits and AI usage.