step by step
1
write the decision question
Start with a question such as “which three vendors meet these requirements?” define the audience, deadline, and evidence standard before searching.
2
mark the research window
Record the approximate start and end. use a separate browser profile or window when you need a clean boundary from unrelated browsing.
3
recover sources
Search the window by
browser_url, app name, document title, and key terms. collect the original URL or file title for every source that may support a material claim.4
build a claim table
For each candidate claim, record what was observed, its source, when it was viewed, and whether the source directly supports it. keep notes and AI inferences separate.
5
verify outside screenpipe
Reopen primary sources for prices, product capabilities, laws, schedules, people, and other facts that may have changed. a screen recording proves what you saw, not that the page is current.
6
write the brief
Summarize the answer, options, tradeoffs, recommendation, contrary evidence, and unknowns. link each important claim to its original source.
7
save a reviewable artifact
Store the brief locally or in the approved project repository. omit private messages and credentials that appeared during the research session.