Research Processing

Purpose

Add external sources to organized research library:

• Normalize source format (file, URL, or note)
• Extract key insights and strategic applications
• Assign topic category
• Validate source integrity
• Write to datasets/research/{topic}/

When to Use

Activate when:

• User invokes /research:process-source
• Adding external article, report, or framework
• Building research context for strategy sessions

Workflow

1. Accept Source Input

Input formats:

• --url='https://...': Fetch external URL
• --file='/path/to/file.pdf': Local file
• --from-chat: Use conversation context as note

2. Normalize Source

Invoke: source-normalization skill

Outputs:

• Stable ID (src_{hash})
• Checksum calculation
• Metadata extraction (title, author, date)
• Saved to temp location

3. Extract Content

For URLs:

• Fetch with WebFetch
• Extract title from or H1
• Convert HTML to markdown
• Save cleaned content

For files:

• Read content
• Extract metadata from frontmatter if present
• Copy to research library

For notes:

• Use conversation text
• Generate title from first sentence
• Save as markdown

4. Extract Insights

Interactive or auto:

Ask user (or analyze):

• What are the key insights? (3-5 bullets)
• How does this apply strategically? (use cases)
• Notable quotes to preserve?
• Related internal context? (meetings, epics)

Structure:

## Key Insights
- Insight 1
- Insight 2
- Insight 3

## Strategic Applications
- How this informs decisions
- Relevant use cases

## Citations / Quotes
> "Verbatim quote"
> — Author, Source (Date)

## Related Internal Links
- [Meeting](datasets/meetings/...)
- [Epic](datasets/product/epics/...)

5. Assign Topic

Topics:

• competitive-analysis
• pricing-strategy
• market-positioning
• product-strategy
• customer-segmentation
• growth-strategy

Ask user or auto-assign based on content.

6. Set Expiry Date

Apply guidelines:

• Frameworks: 365-730 days (1-2 years)
• Market data: 90-180 days (3-6 months)
• Competitor intel: 180-365 days (6-12 months)
• Customer insights: 180-365 days (6-12 months)

7. Validate Source Integrity

Invoke: source-integrity skill

• Verify checksum calculated
• Verify all required metadata present
• Verify expiry_date set appropriately
• Validate schema compliance

8. Write to Research Library

Output: datasets/research/{topic}/{filename}.md

Filename: {YYYYMMDD}_{slug_from_title}.md

Full YAML frontmatter:

---
title: "Source Title"
kind: "url" | "file" | "note"
topic: "{topic}"
url: "https://..." (if URL)
checksum: "sha256:..."
added_utc: "2025-10-21T..."
expiry_date: "YYYY-MM-DD"
author: "..." (if available)
published_date: "..." (if available)
tags: ["keyword1", "keyword2"]
---

Success Criteria

• Source normalized with stable ID
• Insights extracted (key insights, strategic applications)
• Topic assigned
• Expiry date set
• Source integrity validated
• Written to datasets/research/{topic}/

Related Skills

• source-normalization: Normalizes input format
• source-integrity: Validates metadata and checksum
• research-gathering: Uses processed sources for strategy sessions