WAYMARK AUTOMATIONSResearch

Research · Two hours together

Let's make something useful.

A company research workbook with traceable sources.

TRYNew to agents? You're in the right place.
An agent can act
You describe the result
↓
The agent uses tools
↓
You inspect what happened
Ace Jr Canacan · CEO, Waymark Automations · Try it. Check it. Change it.01 / 10
WAYMARK AUTOMATIONSResearch

Same setup, every workshop

Open your workshop folder.

Download OpenCode Desktop, then open your unzipped starter folder in the app.

TRYChoose Muse Spark 1.3 Contributor Free in the model picker.
OpenCode DesktopDownload → install → open app
starter.zipUnzip → open folder in OpenCode

Download: opencode.ai/download

Ace Jr Canacan · CEO, Waymark Automations · Try it. Check it. Change it.02 / 10
WAYMARK AUTOMATIONSResearch

A small first instruction

Watch the agent take an action.

A useful reply is a start. A visible tool action shows what the agent actually did.

ASK YOUR AGENT

Read brief.md. Tell me what we will make and list the input files. Do not change anything yet.

TRYCan you see the file it read?
1Read brief.md
2See the tool result
3Check it against the brief
Ace Jr Canacan · CEO, Waymark Automations · Try it. Check it. Change it.03 / 10
WAYMARK AUTOMATIONSResearch

Define the search

Five companies. A clear brief.

Start with the companies and the exact facts the client needs.

ASK YOUR AGENT

Read brief.md. Summarize the five columns and what counts as a supported answer.

TRYA founder is not automatically the current owner.
Define the search
Company Name · Website
Owner · Business Email
Source
Ace Jr Canacan · CEO, Waymark Automations · Try it. Check it. Change it.04 / 10
WAYMARK AUTOMATIONSResearch

Tool calls

Let the agent search.

Ask it to open public pages and collect evidence before writing the table.

ASK YOUR AGENT

Research the five companies in brief.md on the web. Save the URLs and supporting notes in research-notes.md. Mark missing facts Needs Review.

TRYOpen one cited page yourself.
Tool calls
Search → open page
Read → collect evidence
Record a source URL
Ace Jr Canacan · CEO, Waymark Automations · Try it. Check it. Change it.05 / 10
WAYMARK AUTOMATIONSResearch

Check the evidence

Does the source say that?

Pick one row and trace its owner and business email back to the page.

ASK YOUR AGENT

Audit the first company against its cited pages. Correct any unsupported owner or email and explain the change.

TRYNo guessed names or email patterns.
Check the evidence
Claim
Supporting sentence
Current source
Ace Jr Canacan · CEO, Waymark Automations · Try it. Check it. Change it.06 / 10
WAYMARK AUTOMATIONSResearch

A usable handoff

Turn it into an Excel file.

Ask for the actual workbook, then open it outside the conversation.

ASK YOUR AGENT

Create company-research.xlsx with the five required columns and five company rows. Keep source URLs clickable and flag unknowns Needs Review.

TRYOpen the saved .xlsx file.
A usable handoff
5 company rows
5 exact columns
company-research.xlsx
Ace Jr Canacan · CEO, Waymark Automations · Try it. Check it. Change it.07 / 10
WAYMARK AUTOMATIONSResearch

Iterate without losing the first file

Add one more company.

A follow-up should extend the result while preserving the original.

ASK YOUR AGENT

Read sixth-company.md, research that company, and save company-research-updated.xlsx with six rows. Keep the first workbook unchanged.

TRYBoth versions still open.
Iterate without losing the first file
First version: 5 rows
Follow-up: 6 rows
Two separate files
Ace Jr Canacan · CEO, Waymark Automations · Try it. Check it. Change it.08 / 10
WAYMARK AUTOMATIONSResearch

Save it and check it

Open what you made.

Look at the actual file. What worked, and what did you need to correct?

TRYKeep your input files and save the final output.
Open the result
Compare it with the request
Save a copy you can reuse
Ace Jr Canacan · CEO, Waymark Automations · Try it. Check it. Change it.09 / 10
WAYMARK AUTOMATIONSResearch

Keep exploring

Try another kind of work.

Same agent. Different tools, files and possibilities.

TRYFind the other workshops at waymarkautomations.com/workshops/
Research → a sourced workbook
Websites → a working page
Data → charts and checked totals
Video → an edited clip