Research & intelligence
AI Agents for Market Intelligence and Research
Research and strategy teams use Kylon to monitor signals, organize evidence and produce decision-ready briefs. A fintech team used agents to monitor market signals around the clock and compile daily intelligence into a shared operating rhythm. Other teams turn customer feedback into a product loop, build weekly account dossiers that report record and inbox disagreements, and audit experiment readouts when data is corrected.
Research & intelligence use cases
Before: Fwd: rate news??, signals_tracker_old, did anyone see this?, brief_mon_v2.docx, Re: Re: comps update. With Kylon: Desk briefed by 7am daily. Compiled 42 signals overnight.
How a Fintech Team Built a 24/7 Market Intelligence System
Agents watch market signals and compile a daily brief.
Before: Fwd: paper link??, where's the dataset?, notes (old), which version, v2?, Re: lab sync notes. With Kylon: New hires up to speed day one. Filed 140 papers by project. Workflow tools: Gmail, Slack, Notion.
Research & Lab Operations
Turn one researcher's setup into a shared knowledge system.
Before: Re: still broken?, FW: churn reason, feature req #12, call notes (Dana), did anyone reply?. With Kylon: 4 accounts kept after fixes. Linked 63 asks to 5 fixes. Workflow tools: Gmail, Outlook.
How a Team Turned Customer Feedback Into a Product Loop
Customer calls and tickets flow into product decisions.
Before: notes: who decided?, call rec 58 min, Re: scope change?, FW: deps list v2, action items: TBD. With Kylon: Q1 plan agreed in one meeting. Turned 6 calls into 22 reqs. Workflow tools: Granola, tl;dv, Gmail, Outlook.
How a Product Team Moved From Discussion to a Delivery Plan
Meetings and email become reviewable requirements and a plan.
Before: Re: launch status?, supplier delay FYI, blocker? who owns?, weekly update (3), Fwd: Fwd: decision. With Kylon: Launch stays on schedule. Briefed 4 owners on blockers. Workflow tools: Gmail, Outlook.
How a Team Ran an Operating Rhythm and Project War Room
Goals, blockers and decisions kept current in one project room.
Before: FW: intro, Series A, DD list v4 (final), Q3_letter_draft3, IC moved again, need audited FS. With Kylon: 3 deals ready for IC Monday. Chased 17 open diligence items. Workflow tools: Outlook, Gmail, Google Drive, Google Calendar.
Investment Firms and Family Offices: Every Deal, Request and Report on One Record
Deals, diligence and LP reports kept on one shared record.
Before: EXP-211 lift +2.1%?, flag PR merged late, rules v2 or v3?, is 207 a ship?, Re: readout draft. With Kylon: 3 wins shipped, 1 bad call caught. Called 14 tests by rule order. Workflow tools: GitHub, Gmail, Google Analytics, Google Drive, Notion, Slack.
Experiment Readouts: Ship Calls That Stay Right When the Data Is Corrected
Agents call closed experiments by the rules and redo them on fixes.
Before: renewal: 3/1 or 4/1?, Re: Ambervale terms, dossier_wk44_old, which date is right?, notes (copy 3). With Kylon: Renewal risk caught early. Flagged 3 record vs mail gaps. Workflow tools: Attio, Google Docs, Google Drive, Outlook, Slack.
Account Review Dossiers: Record and Inbox Disagreements Reported, Not Resolved
Weekly account dossiers that flag where record and inbox disagree.
Before: GA says 412 conv., Meta says 538, attrib_oct_v3.xlsx, which CPA is real?, Re: memo missing 2. With Kylon: $14k of wasted spend found. Reconciled 30 rows to source. Workflow tools: Gmail, Google Analytics, Google Drive, Google Sheets, Meta Ads, Slack.
Attribution Reconciliation: A Month-End Report That Matches the Ad Platforms
Agents reconcile campaign rows with ad platforms each month end.
Questions teams ask
- Can AI agents monitor markets around the clock?
- Yes. A fintech team used Kylon agents to monitor market signals around the clock, compile a daily intelligence brief and turn the research into a shared operating rhythm. The brief lives in a room where the team can ask follow-up questions and trace each point back to its source.
- How do agents organize research evidence?
- Agents read email, documents, call notes and connected tools, then file evidence against the question it answers. A research and lab operations setup turned one researcher's system into a shared knowledge base, and a product team turned customer conversations, support email and call notes into product decisions with follow-up.
- Do the agents decide which source is right?
- No. In account review dossiers, agents report every disagreement between the Attio record and the Outlook mail with both values, and the review decides which is right. The experimentation lead approves every ship call, and the analytics lead approves each attribution restatement before it is written.
- Where should a research team start?
- Start with a daily brief on one topic you already track. Connect the sources, let agents compile the brief into a shared room and refine it with the team. A fixed daily rhythm makes it easy to judge whether the brief is useful before adding more topics or dossiers.