PulseLake — Research capabilities for AI assistants and interviews
FREE PLANNING CHECKLIST

Compare connected research workflows, evidence access and AI-assisted execution against the job you need done.

Prepare these inputs
[ ] Assistant or agent environment and intended tasks
[ ] Study types, data boundaries and approval requirements
[ ] Required evidence and export formats

Your first workflow
[ ] Map the desired assistant workflow to supported research capabilities.
[ ] Confirm access, permissions and required human approvals.
[ ] Run a bounded pilot with a representative study.
[ ] Review evidence, failure handling and outputs before increasing autonomy.

Acceptance checks
[ ] Confirm that the tool only accesses authorized studies.
[ ] Inspect citations and links behind material findings.
[ ] Verify what happens when a tool fails or a required input is missing.

Decision criteria
[ ] Specify the research jobs an assistant needs to perform; tool connectivity alone is not a research methodology.
[ ] Require evidence provenance and human review for decisions that depend on participant findings.
[ ] Confirm the actual connector, permissions, supported actions and export formats in a small test.

Cost and scope
Compare the full workflow cost, including participant access, compute usage and researcher review, rather than model usage alone.

Before switching
Verify the specific connector, tool permissions, supported study types and export formats for your environment.

Sources
https://www.pulselake.co/blog/market-research-platforms-that-work-with-ai-agents-and-mcp-2026
https://www.pulselake.co/

Next step
The checklist is free and needs no account. Study software, participant costs and any agreed services are separate.
https://www.pulselake.co/solutions/research-agents

This is a planning template, not a completed assessment or a quote. No personal data is required to download it.