Free Lesson

Build Your Claude Research Partner

Part of The AI Research Capability Stack

30 min

Jul 7, 2026 12:00 PM

Virtual (Zoom)

In this video

What you'll learn

Define the coworker's research job

Turn a vague AI assistant into a scoped research coworker with clear inputs, outputs, and limits.

Set up reusable source context

Give the AI the right background, research question, audience, and evidence so each answer starts from the same foundation.

Add human review points

Decide where the AI can draft, where it can compare, and where a human must inspect the output before it leaves the research workflow.

Why this topic matters

Most teams now have access to AI, but very few have a reliable AI research workflow. The result is scattered prompts, duplicated effort, and summaries that sound useful before anyone has checked the evidence.

In this Lightning Lesson, John Whalen shows how to set up an AI research coworker for customer research. You will see how to define the coworker's job, give it the right source material, ask for structured outputs, and add review points so it supports research judgment instead of replacing it.

This is for researchers, marketers, PMs, designers, and founders who want a practical AI workflow they can reuse across studies.

You'll learn from

John Whalen, PhD

CEO, AI Research Leader, Cognitive Scientist, O'Reilly Author

Key Clients

See all products from John