B2B Team & User Flow Inspiration

Deep Research Agent

Conduct iterative deep research on a topic by generating queries, summarizing web results, reflecting on gaps, and finalizing insights.
Use this workflow as
Copy this flow for your agent, document, team chat or other tool.

This workflow powers a deep research assistant that takes a user-defined topic and performs iterative cycles of web research and summarization. At each cycle, it generates a search query, gathers online sources, summarizes them, and reflects to identify gaps. The cycle repeats for a configurable number of times before producing a final markdown summary with citations. It is useful for writing comprehensive briefs, conducting market research, or understanding complex topics in depth.

Who this Agentic Workflow Is For

For Product Marketers and GTM Teams

Customer experiences

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For Product Builders

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Team workflows

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For Teams Focused on the Stage

Customer experiences

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Team workflows

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Make it Yours

Use this example as a starting point, not a fixed recipe.

Copy the flow above as a prompt, markdown, skill, or mermaid diagrom. Adjust the steps, tools, agent and human involvement to fit your real workflow. Then test where users actually get value or drop off.

Start Research
1
User inputs a topic or question to research.
Trigger Trigger Event
Generate Search Query
2
Use a local LLM to generate a focused web search query based on the research topic.
LLM Call Prompt
Uses: Ollama, Google Gemini, OpenAi, LMStudio

Prompt

Generate a concise, relevant search query to explore this research topic: {researchTopic}

Perform Web Research
3
Use a search engine API to fetch relevant summaries or snippets from web pages related to the query. These sources will include titles, URLs, and summarized content used for downstream LLM summarization.
Tool Call Research Asset
Uses: Tavily, Perplexity, SearXNG, DuckDuckGo
Summarize Sources
4
Summarize the main findings from the gathered web pages using a local LLM.
LLM Call Document
Uses: Ollama, Google Gemini, OpenAi, LMStudio

Prompt

Summarize the key points from the following sources related to {researchTopic}. Include source references.

Sources:
{webSources}

Reflect on Summary and Decide
5
Analyze the current summary using an LLM to identify knowledge gaps. If gaps are found and max iterations has not been reached, generate a new search query and repeat the loop. If no gaps, proceed to final summary.
Router Agent Decision
Uses: Ollama, Google Gemini, OpenAi, LMStudio

Prompt

Based on this summary of {researchTopic}, determine if there are any significant knowledge gaps. If gaps exist, generate a revised search query to fill them. If the summary is sufficient, indicate that no further search is needed.

Summary:
{currentSummary}

Finalize Summary
6
Consolidate all research cycles into a single, well-structured markdown summary with citations.
LLM Call Research Asset
Uses: Ollama, Google Gemini, OpenAi, LMStudio

Prompt

Combine all findings from multiple research cycles into a single, structured markdown summary. Include clear citations from all sources used.

End Research
7
Workflow ends after outputting the final research summary.
End

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