> ## Documentation Index
> Fetch the complete documentation index at: https://docs.raycaster.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting Up Research Columns

> Configure columns to automatically gather intelligence with AI

<div class="mt-2 mb-8">
  <div class="flex items-center gap-2 mb-4">
    <div class="h-1.5 w-1.5 rounded-full bg-[#4F5DFF]" />

    <div class="h-1.5 w-1.5 rounded-full bg-[#4F5DFF]" />

    <div class="h-1.5 w-16 rounded-full bg-[#4F5DFF]" />
  </div>

  <h1 class="text-2xl font-bold mb-3">Research Column Configuration</h1>
  <p class="text-lg opacity-80 mb-6">Set up intelligent columns that automatically gather and analyze the exact information you need.</p>

  <div class="grid grid-cols-1 md:grid-cols-3 gap-4">
    <div class="bg-gradient-to-br from-[#4F5DFF08] to-[#4F5DFF15] p-4 rounded-lg border border-[#4F5DFF20]">
      <div class="flex items-center mb-3">
        <div class="p-2 bg-white dark:bg-gray-800 rounded-md shadow-sm mr-3">
          <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24" fill="currentColor" class="w-5 h-5 text-[#4F5DFF]">
            <path d="M21.731 2.269a2.625 2.625 0 00-3.712 0l-1.157 1.157 3.712 3.712 1.157-1.157a2.625 2.625 0 000-3.712zM19.513 8.199l-3.712-3.712-8.4 8.4a5.25 5.25 0 00-1.32 2.214l-.8 2.685a.75.75 0 00.933.933l2.685-.8a5.25 5.25 0 002.214-1.32l8.4-8.4z" />

            <path d="M5.25 5.25a3 3 0 00-3 3v10.5a3 3 0 003 3h10.5a3 3 0 003-3V13.5a.75.75 0 00-1.5 0v5.25a1.5 1.5 0 01-1.5 1.5H5.25a1.5 1.5 0 01-1.5-1.5V8.25a1.5 1.5 0 011.5-1.5h5.25a.75.75 0 000-1.5H5.25z" />
          </svg>
        </div>

        <span class="font-medium">Customizable Research</span>
      </div>

      <p class="text-sm opacity-80">Define exactly what information to gather with custom prompts and parameters</p>
    </div>

    <div class="bg-gradient-to-br from-[#4F5DFF08] to-[#4F5DFF15] p-4 rounded-lg border border-[#4F5DFF20]">
      <div class="flex items-center mb-3">
        <div class="p-2 bg-white dark:bg-gray-800 rounded-md shadow-sm mr-3">
          <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24" fill="currentColor" class="w-5 h-5 text-[#4F5DFF]">
            <path fillRule="evenodd" d="M3 6a3 3 0 013-3h12a3 3 0 013 3v12a3 3 0 01-3 3H6a3 3 0 01-3-3V6zm4.5 7.5a.75.75 0 01.75.75v2.25a.75.75 0 01-1.5 0v-2.25a.75.75 0 01.75-.75zm3.75-1.5a.75.75 0 00-1.5 0v4.5a.75.75 0 001.5 0V12zm2.25-3a.75.75 0 01.75.75v6.75a.75.75 0 01-1.5 0V9.75A.75.75 0 0113.5 9zm3.75-1.5a.75.75 0 00-1.5 0v9a.75.75 0 001.5 0v-9z" clipRule="evenodd" />
          </svg>
        </div>

        <span class="font-medium">Format Control</span>
      </div>

      <p class="text-sm opacity-80">Choose how research results appear in your columns, from text to numbers to selections</p>
    </div>

    <div class="bg-gradient-to-br from-[#4F5DFF08] to-[#4F5DFF15] p-4 rounded-lg border border-[#4F5DFF20]">
      <div class="flex items-center mb-3">
        <div class="p-2 bg-white dark:bg-gray-800 rounded-md shadow-sm mr-3">
          <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24" fill="currentColor" class="w-5 h-5 text-[#4F5DFF]">
            <path d="M5.625 3.75a2.625 2.625 0 100 5.25h12.75a2.625 2.625 0 000-5.25H5.625zM3.75 11.25a.75.75 0 000 1.5h16.5a.75.75 0 000-1.5H3.75zM3 15.75a.75.75 0 01.75-.75h16.5a.75.75 0 010 1.5H3.75a.75.75 0 01-.75-.75zM3.75 18.75a.75.75 0 000 1.5h16.5a.75.75 0 000-1.5H3.75z" />
          </svg>
        </div>

        <span class="font-medium">Automated Workflows</span>
      </div>

      <p class="text-sm opacity-80">Configure once, then gather intelligence automatically across your entire dataset</p>
    </div>
  </div>
</div>

## Configuration at a Glance

<div class="overflow-auto max-w-full my-6">
  <div class="min-w-[650px]">
    <div class="flex border-b border-[#4F5DFF20] dark:border-[#4F5DFF30] pb-2">
      <div class="w-1/4 font-medium text-sm">Configuration Step</div>
      <div class="w-3/4 font-medium text-sm">Purpose</div>
    </div>

    <div class="flex py-3 border-b border-[#4F5DFF10]">
      <div class="w-1/4 font-medium">1. Enable AI Capabilities</div>
      <div class="w-3/4 text-sm">Turn on AI research for a column to unlock intelligent data gathering</div>
    </div>

    <div class="flex py-3 border-b border-[#4F5DFF10]">
      <div class="w-1/4 font-medium">2. Select Research Tool</div>
      <div class="w-3/4 text-sm">Choose the specialized research tool that matches your data needs</div>
    </div>

    <div class="flex py-3 border-b border-[#4F5DFF10]">
      <div class="w-1/4 font-medium">3. Write Research Prompt</div>
      <div class="w-3/4 text-sm">Provide clear instructions for what information to gather and analyze</div>
    </div>

    <div class="flex py-3 border-b border-[#4F5DFF10]">
      <div class="w-1/4 font-medium">4. Select Input Variables</div>
      <div class="w-3/4 text-sm">Choose which columns provide context for the research operation</div>
    </div>

    <div class="flex py-3">
      <div class="w-1/4 font-medium">5. Configure Settings</div>
      <div class="w-3/4 text-sm">Fine-tune web search, formatting, and other research parameters</div>
    </div>
  </div>
</div>

<div class="p-4 bg-[#4F5DFF08] border-l-4 border-[#4F5DFF] rounded-r-lg mb-8">
  <p class="text-sm">Research columns operate in the context of your sheet's data. Make sure your sheet has the necessary input columns (company name, URLs, etc.) that research operations will reference.</p>
</div>

## Configuring Columns for AI Research

One of Raycaster's most powerful features is the ability to configure columns to automatically gather and analyze information through AI research. This guide explains how to set up and optimize research-enabled columns.

## Enabling Research for a Column

<div class="bg-gradient-to-r from-[#4F5DFF08] to-transparent p-4 rounded-lg mt-6 mb-8">
  <Steps>
    <Step title="Create or Edit Column">
      <div class="mt-2">
        <p class="text-sm">Navigate to the sheet where you want to add research capabilities, then:</p>

        <div class="flex items-center mt-3 mb-1 space-x-2">
          <div class="px-3 py-1 bg-gray-200 dark:bg-gray-700 rounded text-sm font-mono">Column Menu</div>

          <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-4 h-4 text-gray-500">
            <path fillRule="evenodd" d="M7.21 14.77a.75.75 0 01.02-1.06L11.168 10 7.23 6.29a.75.75 0 111.04-1.08l4.5 4.25a.75.75 0 010 1.08l-4.5 4.25a.75.75 0 01-1.06-.02z" clipRule="evenodd" />
          </svg>

          <div class="px-3 py-1 bg-gray-200 dark:bg-gray-700 rounded text-sm font-mono">Manage Columns</div>
        </div>

        <p class="text-sm italic mt-2">Or click the "+" button to add a new column, then configure it.</p>
      </div>
    </Step>

    <Step title="Enable AI Capabilities">
      <div class="mt-2">
        <div class="flex mb-3">
          <div class="flex-1 border border-[#4F5DFF20] rounded-lg p-3">
            <p class="text-sm mb-2">In the column editor, find the "AI Capabilities" toggle:</p>

            <div class="flex items-center mb-2">
              <div class="w-24 h-6 rounded-full bg-gray-200 dark:bg-gray-700 relative">
                <div class="absolute inset-y-0 left-0 w-12 rounded-full bg-[#4F5DFF]" />

                <div class="absolute inset-y-0 left-0 w-6 h-6 rounded-full bg-white dark:bg-gray-900 shadow-md transform translate-x-12" />
              </div>

              <span class="text-xs ml-2 font-medium">Enabled</span>
            </div>

            <p class="text-xs opacity-75">This unlocks the research configuration options below.</p>
          </div>
        </div>
      </div>
    </Step>

    <Step title="Select Research Tool">
      <div class="mt-2">
        <p class="text-sm mb-2">Choose the type of research tool that best matches your needs:</p>

        <div class="flex gap-2 flex-wrap mb-2">
          <div class="px-2 py-1 bg-[#4F5DFF20] text-[#4F5DFF] rounded-lg text-xs font-medium">STRUCTURED</div>
          <div class="px-2 py-1 bg-gray-200 dark:bg-gray-700 rounded-lg text-xs">COMPANY\_ENRICHMENT</div>
          <div class="px-2 py-1 bg-gray-200 dark:bg-gray-700 rounded-lg text-xs">PEOPLE\_ENRICHMENT</div>
          <div class="px-2 py-1 bg-gray-200 dark:bg-gray-700 rounded-lg text-xs">PATENT\_RESEARCH</div>
        </div>

        <p class="text-xs opacity-75">Each tool is optimized for different types of data. STRUCTURED works well for most general cases.</p>
      </div>
    </Step>

    <Step title="Write Research Prompt">
      <div class="mt-2">
        <p class="text-sm mb-2">Provide clear instructions for what information to gather:</p>

        <div class="border border-[#4F5DFF20] rounded-lg p-3 bg-gray-50 dark:bg-gray-900">
          <p class="text-xs font-mono text-gray-700 dark:text-gray-300">Write a concise summary of {company_name}'s business model based on their website {company_url} and recent news. Focus on their main products or services, target market, and revenue streams.</p>
        </div>
      </div>
    </Step>

    <Step title="Select Input Variables">
      <div class="mt-2">
        <p class="text-sm mb-2">Choose which columns provide context for your research:</p>

        <div class="grid grid-cols-2 gap-2">
          <div class="flex items-center">
            <div class="w-4 h-4 rounded border border-[#4F5DFF] flex items-center justify-center bg-[#4F5DFF]">
              <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-3 h-3 text-white">
                <path fillRule="evenodd" d="M16.704 4.153a.75.75 0 01.143 1.052l-8 10.5a.75.75 0 01-1.127.075l-4.5-4.5a.75.75 0 011.06-1.06l3.894 3.893 7.48-9.817a.75.75 0 011.05-.143z" clipRule="evenodd" />
              </svg>
            </div>

            <span class="text-xs ml-2">company\_name</span>
          </div>

          <div class="flex items-center">
            <div class="w-4 h-4 rounded border border-[#4F5DFF] flex items-center justify-center bg-[#4F5DFF]">
              <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-3 h-3 text-white">
                <path fillRule="evenodd" d="M16.704 4.153a.75.75 0 01.143 1.052l-8 10.5a.75.75 0 01-1.127.075l-4.5-4.5a.75.75 0 011.06-1.06l3.894 3.893 7.48-9.817a.75.75 0 011.05-.143z" clipRule="evenodd" />
              </svg>
            </div>

            <span class="text-xs ml-2">company\_url</span>
          </div>
        </div>
      </div>
    </Step>

    <Step title="Configure Web Search">
      <div class="mt-2 mb-4">
        <div class="flex items-center">
          <div class="w-24 h-6 rounded-full bg-gray-200 dark:bg-gray-700 relative">
            <div class="absolute inset-y-0 left-0 w-12 rounded-full bg-[#4F5DFF]" />

            <div class="absolute inset-y-0 left-0 w-6 h-6 rounded-full bg-white dark:bg-gray-900 shadow-md transform translate-x-12" />
          </div>

          <span class="text-xs ml-2 font-medium">Web Search Enabled</span>
        </div>

        <p class="text-xs opacity-75 mt-1">Enabling web search allows the AI to gather current information from the internet.</p>
      </div>
    </Step>
  </Steps>
</div>

<div class="flex justify-center my-6">
  <button class="px-4 py-2 bg-[#4F5DFF] text-white rounded-lg text-sm font-medium">
    Save Column Configuration
  </button>
</div>

<Accordion title="Video Tutorial: Setting Up Research Columns">
  <div class="p-4 bg-black rounded-lg flex items-center justify-center">
    <div class="text-white opacity-80 flex flex-col items-center">
      <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24" fill="currentColor" class="w-12 h-12 mb-2">
        <path fillRule="evenodd" d="M2.25 12c0-5.385 4.365-9.75 9.75-9.75s9.75 4.365 9.75 9.75-4.365 9.75-9.75 9.75S2.25 17.385 2.25 12zm14.024-.983a1.125 1.125 0 010 1.966l-5.603 3.113A1.125 1.125 0 019 15.113V8.887c0-.857.921-1.4 1.671-.983l5.603 3.113z" clipRule="evenodd" />
      </svg>

      <p class="text-sm">Video tutorial coming soon</p>
    </div>
  </div>
</Accordion>

## Selecting the Right Research Tool

Raycaster offers specialized research tools for different needs:

| Research Tool           | Purpose                                              | Best For                       | Compatible Column Types               |
| ----------------------- | ---------------------------------------------------- | ------------------------------ | ------------------------------------- |
| **STRUCTURED**          | General-purpose research with formatted output       | Most research needs            | TEXT, NUMBER, BOOLEAN, SELECT columns |
| **ADVANCED**            | In-depth analysis with comprehensive data collection | Detailed research requirements | Most column types                     |
| **EMAIL**               | Email address discovery and verification             | Finding contact information    | TEXT, EMAIL columns                   |
| **COMPANY\_ENRICHMENT** | Comprehensive company data gathering                 | Complete company profiles      | ACTION columns                        |
| **PEOPLE\_ENRICHMENT**  | Detailed professional background analysis            | Complete people profiles       | ACTION columns                        |
| **LINKEDIN\_POSTS**     | Extract insights from LinkedIn content               | Social media analysis          | ACTION columns                        |
| **FETCH\_PEOPLE**       | Discover team members and contacts                   | Building contact lists         | ACTION columns                        |

Choose the tool that most closely matches your specific research objective. For general needs, STRUCTURED research works well across most situations.

## Writing Effective Research Prompts

<div class="bg-gradient-to-br from-[#4F5DFF08] to-transparent rounded-lg p-6 my-6">
  <div class="flex items-start mb-4">
    <div class="bg-[#4F5DFF15] p-2 rounded-lg mr-3">
      <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24" fill="currentColor" class="w-5 h-5 text-[#4F5DFF]">
        <path fillRule="evenodd" d="M12 2.25c-5.385 0-9.75 4.365-9.75 9.75s4.365 9.75 9.75 9.75 9.75-4.365 9.75-9.75S17.385 2.25 12 2.25zm-1.72 6.97a.75.75 0 10-1.06 1.06L10.94 12l-1.72 1.72a.75.75 0 101.06 1.06L12 13.06l1.72 1.72a.75.75 0 101.06-1.06L13.06 12l1.72-1.72z" clipRule="evenodd" />
      </svg>
    </div>

    <div>
      <h4 class="font-medium mb-1">Common Prompt Mistakes</h4>

      <ul class="text-sm space-y-1 opacity-90">
        <li>• Being too vague ("research this company")</li>
        <li>• Forgetting to specify format ("list key information")</li>
        <li>• Not referencing variables properly ({'{variable_name}'})</li>
        <li>• Requesting too many things in one prompt</li>
      </ul>
    </div>
  </div>

  <div class="flex items-start">
    <div class="bg-[#4F5DFF15] p-2 rounded-lg mr-3">
      <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24" fill="currentColor" class="w-5 h-5 text-[#4F5DFF]">
        <path fillRule="evenodd" d="M2.25 12c0-5.385 4.365-9.75 9.75-9.75s9.75 4.365 9.75 9.75-4.365 9.75-9.75 9.75S2.25 17.385 2.25 12zm13.36-1.814a.75.75 0 10-1.22-.872l-3.236 4.53L9.53 12.22a.75.75 0 00-1.06 1.06l2.25 2.25a.75.75 0 001.14-.094l3.75-5.25z" clipRule="evenodd" />
      </svg>
    </div>

    <div>
      <h4 class="font-medium mb-1">Prompt Best Practices</h4>

      <ul class="text-sm space-y-1 opacity-90">
        <li>• Be specific about exactly what information you need</li>
        <li>• Indicate your preferred format and structure</li>
        <li>• Reference existing columns with {'{column_name}'}</li>
        <li>• Focus each prompt on a single research objective</li>
      </ul>
    </div>
  </div>
</div>

### Prompt Structure Formula

<div class="p-4 bg-[#4F5DFF08] border border-[#4F5DFF20] rounded-lg my-4">
  <div class="text-sm font-mono opacity-90 space-y-2">
    <p><span class="text-[#4F5DFF] font-bold">\[Action verb]</span> + <span class="text-green-600 font-bold">\[What information]</span> + <span class="text-purple-600 font-bold">\[For what entity]</span> + <span class="text-amber-600 font-bold">\[Using what sources]</span> + <span class="text-blue-600 font-bold">\[In what format]</span></p>
    <p class="mt-3">Example:</p>
    <p><span class="text-[#4F5DFF] font-bold">Analyze</span> <span class="text-green-600 font-bold">the funding history</span> <span class="text-purple-600 font-bold">for {'{company_name}'}</span> <span class="text-amber-600 font-bold">based on their website {'{company_url}'} and public funding databases</span>. <span class="text-blue-600 font-bold">Provide a chronological list of funding rounds with date, amount, and lead investors.</span></p>
  </div>
</div>

### Prompt Examples by Column Type

<Tabs>
  <Tab title="TEXT">
    <div class="p-4 border border-[#4F5DFF20] rounded-lg mt-3">
      <div class="text-xs uppercase font-medium text-[#4F5DFF] mb-1">GOOD EXAMPLE</div>

      <div class="font-mono text-sm bg-gray-50 dark:bg-gray-900 p-3 rounded mb-3">
        Write a concise overview of {'{company_name}'}'s business model based on their website {'{company_url}'} and recent news. Focus on their main products or services, target market, and revenue streams. Structure as 2-3 paragraphs with bullet points for key offerings.
      </div>

      <div class="flex items-start mt-4">
        <div class="mt-1 mr-3 text-green-500">
          <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-4 h-4">
            <path fillRule="evenodd" d="M16.704 4.153a.75.75 0 01.143 1.052l-8 10.5a.75.75 0 01-1.127.075l-4.5-4.5a.75.75 0 011.06-1.06l3.894 3.893 7.48-9.817a.75.75 0 011.05-.143z" clipRule="evenodd" />
          </svg>
        </div>

        <div class="text-xs opacity-80">
          <strong>Why it works:</strong> Specifies exactly what information to gather, references input variables properly, and indicates the desired format and structure.
        </div>
      </div>
    </div>
  </Tab>

  <Tab title="NUMBER">
    <div class="p-4 border border-[#4F5DFF20] rounded-lg mt-3">
      <div class="text-xs uppercase font-medium text-[#4F5DFF] mb-1">GOOD EXAMPLE</div>

      <div class="font-mono text-sm bg-gray-50 dark:bg-gray-900 p-3 rounded mb-3">
        Determine the most recent employee count for {'{company_name}'} based on LinkedIn data, their website {'{company_url}'}, and other public sources. Return only the numeric value representing the total number of employees. If a range is provided, use the midpoint.
      </div>

      <div class="flex items-start mt-4">
        <div class="mt-1 mr-3 text-green-500">
          <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-4 h-4">
            <path fillRule="evenodd" d="M16.704 4.153a.75.75 0 01.143 1.052l-8 10.5a.75.75 0 01-1.127.075l-4.5-4.5a.75.75 0 011.06-1.06l3.894 3.893 7.48-9.817a.75.75 0 011.05-.143z" clipRule="evenodd" />
          </svg>
        </div>

        <div class="text-xs opacity-80">
          <strong>Why it works:</strong> Clearly specifies a numeric output, provides guidance on how to handle ranges, and identifies the specific data point needed.
        </div>
      </div>
    </div>
  </Tab>

  <Tab title="BOOLEAN">
    <div class="p-4 border border-[#4F5DFF20] rounded-lg mt-3">
      <div class="text-xs uppercase font-medium text-[#4F5DFF] mb-1">GOOD EXAMPLE</div>

      <div class="font-mono text-sm bg-gray-50 dark:bg-gray-900 p-3 rounded mb-3">
        Determine whether {'{company_name}'} has received venture capital funding in the last 3 years based on their website {'{company_url}'}, press releases, and funding databases. Return TRUE if they have received VC funding since \[current\_year-3], otherwise return FALSE.
      </div>

      <div class="flex items-start mt-4">
        <div class="mt-1 mr-3 text-green-500">
          <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-4 h-4">
            <path fillRule="evenodd" d="M16.704 4.153a.75.75 0 01.143 1.052l-8 10.5a.75.75 0 01-1.127.075l-4.5-4.5a.75.75 0 011.06-1.06l3.894 3.893 7.48-9.817a.75.75 0 011.05-.143z" clipRule="evenodd" />
          </svg>
        </div>

        <div class="text-xs opacity-80">
          <strong>Why it works:</strong> Asks a clear yes/no question with specific criteria for determining the answer, and explicitly requests a boolean response.
        </div>
      </div>
    </div>
  </Tab>

  <Tab title="SINGLE SELECT">
    <div class="p-4 border border-[#4F5DFF20] rounded-lg mt-3">
      <div class="text-xs uppercase font-medium text-[#4F5DFF] mb-1">GOOD EXAMPLE</div>

      <div class="font-mono text-sm bg-gray-50 dark:bg-gray-900 p-3 rounded mb-3">
        Based on {'{company_name}'}'s website {'{company_url}'} and public information, determine their primary therapeutic focus area. Choose only ONE option from: Oncology, Neurology, Immunology, Cardiology, Rare Disease, or Other. If multiple areas apply, select the one with the strongest emphasis.
      </div>

      <div class="flex items-start mt-4">
        <div class="mt-1 mr-3 text-green-500">
          <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-4 h-4">
            <path fillRule="evenodd" d="M16.704 4.153a.75.75 0 01.143 1.052l-8 10.5a.75.75 0 01-1.127.075l-4.5-4.5a.75.75 0 011.06-1.06l3.894 3.893 7.48-9.817a.75.75 0 011.05-.143z" clipRule="evenodd" />
          </svg>
        </div>

        <div class="text-xs opacity-80">
          <strong>Why it works:</strong> Lists all available options, emphasizes that only one selection is needed, and provides guidance for handling edge cases.
        </div>
      </div>
    </div>
  </Tab>
</Tabs>

## Selecting Input Variables

Input variables provide context for your research prompt:

<Steps>
  <Step title="Access Variable Selection">
    In the column configuration, find the "Input Variables" section
  </Step>

  <Step title="Select Variables">
    Choose which columns should be referenced in your prompt:

    * Company sheet variables: company\_name, company\_url, industry, etc.
    * People sheet variables: person\_name, linkedin\_url, title, etc.
    * Special variables: search\_keywords, organization\_settings, etc.
  </Step>

  <Step title="Ensure Required Variables">
    Make sure all variables referenced in your prompt are selected here

    * The system will warn you if you're missing any variables
    * Variables used in the prompt are automatically highlighted
  </Step>
</Steps>

### Common Input Variables

#### Company Sheet Variables

* **company\_name**: The name of the company
* **company\_url**: The company's website URL
* **company\_domain**: Just the domain portion of the URL
* **industry**: The company's industry classification
* **location**: Company headquarters location
* **company\_linkedin\_url**: The company's LinkedIn profile

#### People Sheet Variables

* **person\_name**: The individual's full name
* **person\_linkedin\_url**: Their LinkedIn profile URL
* **title**: Their job title
* **company**: Their company affiliation
* **email**: Their email address (if available)

#### Special Variables

* **search\_keywords**: Keywords defined in your organization settings
* **organization\_info**: Information about your organization
* **current\_date**: The current date for time-sensitive research

## Configuring Web Search

Enable or disable web search based on your research needs:

<Steps>
  <Step title="Access Web Search Settings">
    In the column configuration, find the "Web Search" toggle
  </Step>

  <Step title="Choose Setting">
    Toggle web search ON or OFF:

    * ON: The AI will search the internet for information (recommended for most cases)
    * OFF: The AI will use only the provided variables and internal knowledge
  </Step>
</Steps>

### When to Enable Web Search

* **Enable when**:
  * You need the most current information
  * Your research involves recent events or news
  * You're researching specific details not likely in the AI's knowledge base
  * You need verification from multiple sources

* **Disable when**:
  * You want faster processing
  * You only need analysis of already-provided data
  * You're working with confidential information
  * You need consistent results regardless of when research is performed

<Warning>
  Web search increases processing time but generally provides more comprehensive and current results. For time-sensitive information like funding, news, or recent developments, web search is strongly recommended.
</Warning>

## Advanced Configuration Options

### Output Formatting

For TEXT columns, you can specify formatting preferences:

1. **Structure**: Choose from paragraph, bullet points, or numbered list
2. **Length**: Set approximate target length (short, medium, long)
3. **Style**: Select analytical, descriptive, or concise
4. **Highlight Important Points**: Toggle to emphasize key findings

### Processing Priority

For batch research operations, set column priorities:

1. Higher priority columns are processed first
2. Set priority from 1-5 with 1 being highest priority
3. This affects the order of processing, not the quality of research

### Source Requirements

Specify source requirements for verification:

1. **Minimum Sources**: Set the minimum number of sources required (1-5)
2. **Source Types**: Specify allowed source types (official websites, news, academic, etc.)
3. **Source Recency**: Set maximum age for sources (any, last year, last 6 months, etc.)

<div class="mt-8 bg-blue-50 dark:bg-blue-900/20 border-l-4 border-[#4F5DFF] p-4 rounded-r">
  <p class="text-gray-700 dark:text-gray-300">Once you've configured a research column, you can start researching by clicking the research button in individual cells or by using batch research for multiple rows. For more details, see <a href="/research/viewing-results" class="text-blue-600 dark:text-blue-400">Viewing Research Results</a>.</p>
</div>
