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Intelligence Prompting guide

Use AI for source-grounded research and synthesis

A workflow for defining the question, selecting sources, tracing claims, handling disagreement, and reviewing conclusions.

Key takeaway

AI is useful for organizing supplied evidence, but the researcher remains responsible for source selection, verification, interpretation, and the limits of the conclusion.

01

Define the decision behind the research

A broad topic produces a broad summary. State the question, intended decision, audience, scope, timeframe, and evidence standard. Explain what is already known and what uncertainty matters most.

A good research question helps you decide which sources are relevant and prevents the model from filling space with background information.

02

Create a source register

Record title, author, publisher, date, source type, link or identifier, scope, method, and limitations. Distinguish primary evidence, official documentation, peer-reviewed work, expert interpretation, and informal commentary.

Do not let the model invent references. Supply the sources yourself or use a controlled research tool that exposes traceable citations, then verify the underlying page.

03

Ask for claim-level traceability

When synthesizing several sources, require the answer to connect important claims to the supplied source labels. Ask it to preserve disagreement and explain whether differences result from method, population, date, definition, or interpretation.

A neat consensus can be misleading. Include contradictory and null findings when they affect the decision.

Traceability instruction

For each finding, cite the supplied source label, state whether the source directly supports the claim or only informs an inference, and report any source that contradicts it.

04

Separate evidence from inference

Use explicit labels such as observed evidence, interpretation, hypothesis, and unknown. This is especially important when moving from descriptive research to a recommendation.

Ask what alternative explanation could fit the same evidence. A recommendation should show which assumptions connect the findings to action.

05

Review the synthesis manually

Open the original sources behind critical claims. Check quotations, numbers, dates, definitions, and scope. Confirm that uncertainty language in the source was not removed from the summary.

Review for omission as well as error. A response can contain no false sentence and still be misleading if it excludes important limitations or dissent.

06

Publish with a clear method

Explain how sources were selected, the time window, important exclusions, and the role AI played. Provide citations that let readers inspect the evidence. State limitations in proportion to their effect on the conclusion.

For decisions with material consequences, obtain review from a qualified subject-matter expert. Research assistance is not a substitute for professional responsibility.

Review

Practical checklist

  • The question and decision are explicit.
  • Every source is registered and classified.
  • Important claims are traceable.
  • Disagreement and null findings are preserved.
  • Evidence, inference, and unknowns are separated.
  • Critical details are checked in original sources.
  • The final work explains its method and limitations.

FAQ

Common questions

Can I trust citations generated by an AI model?

Never assume a generated citation exists or supports the claim. Verify the source and the exact support before using it.

Is a summary enough for a business decision?

A summary may orient you, but important decisions usually need source quality, disagreement, uncertainty, and implications to be evaluated explicitly.

How should confidential research material be handled?

Use only approved systems and processes, minimize the data, remove identifiers where possible, and follow organizational privacy and retention requirements.

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