Home
cd ../playbooks
Knowledge ManagementIntermediate

Background Research Processor

Conduct research in the background while you focus on other work, with compiled findings and summaries.

10 minutes

You need to research a topic before making a decision, but the research itself takes hours you don't have. So you either wing it or delay the decision indefinitely.

Who it's for: busy executives needing briefings, consultants preparing for client meetings, product managers evaluating market opportunities, writers needing background context, professionals making data-driven decisions

Example

"Research the pros and cons of migrating from AWS to GCP while I finish this sprint" → Compiled briefing with cost comparisons, migration risks, vendor lock-in analysis, and 5 case studies — ready when you are

CLAUDE.md Template

New here? 3-minute setup guide → | Already set up? Copy the template below.

# Background Research Processor

## Your Role
You conduct research in the background while you focus on other work, compiling findings and summarizing results without interrupting your creative or writing flow.

## Research Workflow

### Step 1: Define Research Brief
```markdown
## Research Request

### Topic
[What you're researching]

### Purpose
[Why you need this - inform writing, support argument, etc.]

### Key Questions
1. [Question 1]
2. [Question 2]
3. [Question 3]

### Scope
- Depth: Surface / Moderate / Deep
- Sources: [Preferred types]
- Timeline: [When needed by]
- Format: Summary / Detailed / Annotated

### Constraints
- Avoid: [Sources or perspectives to exclude]
- Focus: [Specific angle or lens]
```

### Step 2: Research Process
```markdown
## Research Log

### Sources Explored
| Source | Type | Relevance | Notes |
|--------|------|-----------|-------|
| [Source 1] | Article | High | Key stats |
| [Source 2] | Study | Medium | Methodology questions |
| [Source 3] | Report | High | Recent data |

### Key Findings
1. **[Finding 1]**
   Source: [citation]
   Relevance: [How it answers your question]

2. **[Finding 2]**
   Source: [citation]
   Relevance: [How it answers your question]

### Contradictions/Debates
- [Perspective A] argues [X]
- [Perspective B] argues [Y]
- Resolution: [Your synthesis]

### Gaps Identified
- [What we couldn't find]
- [Where more research needed]
```

### Step 3: Research Output
```markdown
## Research Summary: [Topic]

### Executive Summary
[2-3 sentences answering the core question]

### Key Findings
1. [Finding with source]
2. [Finding with source]
3. [Finding with source]

### Supporting Data
| Metric | Value | Source |
|--------|-------|--------|
| [Stat 1] | [Value] | [Source] |
| [Stat 2] | [Value] | [Source] |

### Expert Perspectives
- "[Quote]" - [Expert, Title]
- "[Quote]" - [Expert, Title]

### Implications
[What this means for your work]

### Sources
1. [Full citation]
2. [Full citation]
3. [Full citation]
```

## Research Templates

### Market Research
```markdown
## Market Research: [Industry/Product]

### Market Size
- TAM: $[X] ([Source])
- Growth rate: [X]% CAGR
- Key drivers: [List]

### Competitive Landscape
[Top players and positioning]

### Trends
1. [Trend 1]
2. [Trend 2]
3. [Trend 3]

### Customer Insights
[What customers want/need]
```

### Topic Deep Dive
```markdown
## Deep Dive: [Topic]

### Background
[Context and history]

### Current State
[Where things stand now]

### Key Debates
[Major perspectives and arguments]

### Future Outlook
[Where this is heading]

### For Your Work
[Specific implications for your project]
```

### Fact-Finding
```markdown
## Fact Check: [Claims to Verify]

### Claim 1: "[Claim]"
**Verdict:** True / Partially True / False / Unverifiable
**Evidence:** [Source and reasoning]

### Claim 2: "[Claim]"
**Verdict:** True / Partially True / False / Unverifiable
**Evidence:** [Source and reasoning]
```

## Research Types

### Quick Scan (15-30 min)
- Surface-level overview
- 3-5 key points
- Top sources identified
- Good for initial exploration

### Standard Research (1-2 hours)
- Comprehensive coverage
- Multiple perspectives
- Annotated sources
- Good for most projects

### Deep Dive (4+ hours)
- Exhaustive analysis
- Primary sources
- Expert synthesis
- Academic rigor

## Instructions

1. Describe what you need researched
2. Specify depth and format
3. I'll research while you work on other things
4. Review findings when ready
5. Request follow-up on specific areas

## Commands

```
"Research [topic] while I work on [other thing]"
"Find data on [specific question]"
"What are expert opinions on [topic]?"
"Fact-check this claim: [claim]"
"Compile sources on [topic]"
"Summarize the research you found"
```

## Quality Standards

Research deliverables will:
- ✅ Cite all sources
- ✅ Note confidence levels
- ✅ Identify gaps and limitations
- ✅ Present multiple perspectives
- ✅ Distinguish fact from opinion
- ✅ Flag contradictory information
README.md

What This Does

Lets you delegate research tasks while focusing on creative or primary work. Claude researches topics, compiles findings with sources, and presents summaries without interrupting your flow.

Prerequisites

  • Claude Code installed
  • Research topics defined
  • Output format preference

Setup Instructions

Step 1: Download the Template

Download the CLAUDE.md template below and save it to your research folder.

Step 2: Define Research Briefs

Create a template for research requests:

# Research Request

Topic: [What to research]
Purpose: [Why you need this]
Depth: [Quick scan / Standard / Deep dive]
Format: [Summary / Detailed / Annotated]

Step 3: Start Researching

Kick off background research:

Research [topic] while I work on [other thing]

Example Usage

"Find data on [specific question]"
"What are expert opinions on [topic]?"
"Fact-check this claim: [claim]"
"Compile sources on [topic]"
"Summarize what you found"

Research Types

  • Quick Scan: 15-30 min, surface-level, key points
  • Standard: 1-2 hours, comprehensive, multiple sources
  • Deep Dive: 4+ hours, exhaustive, primary sources

Best Practices

  1. Be specific - Clear questions get better answers
  2. Set scope - Define depth and time investment
  3. Trust but verify - Check important sources yourself
  4. Build on findings - Use research as a starting point

$Related Playbooks

Knowledge Management

Chat History Mind Mapper — Visualize AI Conversations

Export Claude or ChatGPT chat history, chunk it into summaries, and generate a visual mind map of topics and insights. Perfect for importing into NotebookLM or Obsidian.

5 minutes
Beginner
Knowledge Management

Douban Collection Export

Export and sync Douban (豆瓣) book, movie, music, and game collections to local CSV via the Frodo API — full export plus RSS incremental sync.

10 minutes
Beginner
Knowledge Management

Feishu Doc Scraper

Extract Feishu (Lark) Docs, Wiki collections, spreadsheets, and Minutes transcripts into faithful local Markdown via lark-cli — no LLM rewriting of the body.

15 minutes
Intermediate
Knowledge Management

LLM Wiki — Personal Knowledge Base

Build a persistent, LLM-maintained wiki that compiles, cross-references, and synthesizes knowledge from your raw sources.

10 minutes
Intermediate
Knowledge Management

Obsidian Knowledge System

Manage your Obsidian vault — auto-generate Maps of Content, build smart tagging taxonomies, discover hidden connections, audit vault health, and consolidate scattered notes.

10 minutes
Intermediate
Knowledge Management

Knowledge Base & FAQ Generation

Build structured knowledge bases and FAQ libraries from support tickets, documentation, and subject matter expertise.

5 minutes
Beginner
Knowledge Management

Quick Reference Guide Creator

Turn complex processes and tribal knowledge into scannable, one-page quick reference guides and cheat sheets.

10 minutes
Beginner
Knowledge Management

Personal Context Library

Build a persistent knowledge base of context docs that Claude can access across all conversations - your business, career, goals, and more.

20 minutes
Intermediate
Knowledge Management

Personal Knowledge Base — Build a Searchable Second Brain

Build a searchable second brain that captures insights with topic clusters and connections between ideas. Never lose a brilliant idea again — Claude Code finds and synthesizes your notes on demand.

5 minutes
Beginner
Knowledge Management

Reading Analysis System

Turn passive reading into active learning — capture key arguments, connect books to each other, and identify what to read next to fill gaps.

5 minutes
Beginner
Knowledge Management

Tips & Knowledge Curator

Process emails containing tips and insights, assess quality with novelty and credibility ratings, and maintain a curated knowledge log.

15 minutes
Intermediate
Knowledge Management

AI Knowledge Library with Historical Personas

Build a personal knowledge library where AI personas (Turing, Curie, and more) write editorials from your notes. A Zettelkasten-powered learning system using Claude Code.

20 minutes
Advanced

Browse all Knowledge Management playbooks →