Flow 01
Market-entry brief
Research the market, size the opportunity, profile the incumbents and draft the recommendation — each section sourced — then export a brief the client can read and a record your team can reuse next time.
Use case · For consultants
AI for consultants, from question to deliverable.
Turn a client question into a sourced deliverable without the four-tool scramble. Research the market, synthesise the reading, draft across AI models and keep every claim traceable — so the brief holds up in the room.
04
Workspaces
04
Moves
02
Workflows
askFinz · consultants
01Scope the question
02Synthesise the inputs
03Draft across models
04Keep a reusable record
research·chat·search·storage
one workflowone workspace
What you can do
Four moves, one workspace.
- 01Scope the questionOpen a notebook per engagement; branch threads for the market, the players and the recommendation so structure mirrors the deck.
- 02Synthesise the inputsPull reports, interviews and articles into one place and draft the synthesis with sources attached.
- 03Draft across modelsSwitch AI models mid-thread for framing, rewriting or stress-testing the argument — keep the whole history.
- 04Keep a reusable recordFile the artefact and the underlying sources so the next similar engagement starts from a template, not a blank page.
The stack under the work
The workspaces this job runs on.
Example workflows
What it looks like end to end.
Flow 02
Expert-call synthesis
After a round of expert calls, collapse the notes into the three things that actually matter for the recommendation, with the supporting quotes attached.
Questions
Frequently asked.
- Can askFinz help write client deliverables?
- Yes. You research and synthesise in one workspace, draft across multiple AI models in a single thread, and keep every claim traceable to its source so the deliverable is defensible.
- Can I reuse work across engagements?
- Filed artefacts and their sources are versioned and searchable, so a similar engagement starts from a template and a searchable record rather than a blank page.
- Is my client material kept separate?
- Each engagement lives in its own notebook and storage, and search respects what you've organised — the workspace mirrors how you'd separate client work yourself.
For consultants
Put it to work.
Request private access and we'll walk through the workspaces this job runs on.
Browse the rest of the catalog at /apps.
Request access