# Using Amazon Quick Research Using Amazon Quick Research Amazon Quick Research is a feature of Amazon Quick that enables you to conduct comprehensive research by analyzing multiple data sources and generating detailed reports. Quick Research uses artificial intelligence to help you gather, analyze, and synthesize information from various sources including web search, uploaded files, connected data spaces, knowledge bases, actions, and third-party data providers. With Quick Research, you can define research objectives, select relevant data sources, and receive AI-generated research reports with proper citations and source tracing. This helps you make informed decisions based on comprehensive analysis of available information. ## What you can do with Quick Research Quick Research supports a wide range of research activities and use cases: + Market research and competitive analysis + Literature reviews and academic research + Business intelligence and trend analysis + Product research and feature comparison + Policy and regulatory research + Technical documentation and best practices research + Customer insights and feedback analysis + Industry reports and white paper synthesis Quick Research helps you save time by automatically gathering information from multiple sources, analyzing the content, and presenting findings in a structured format with proper citations and source references. # Starting new research Creating a new research project in Amazon Quick Research involves a structured workflow that guides you from initial objective setting through final report generation. This process ensures comprehensive research coverage while maintaining focus on your specific goals. # Enter research objective The first step in creating a new research project is to define your research objective. A well-written research objective helps Quick Research understand what information you're looking for and guides the AI in selecting relevant sources and generating focused results. **To enter your research objective** 1. In the main navigation bar, choose **Research**. 1. In the Quick Research interface, choose **New Research**. 1. In the **Research objective** field, enter a clear description of what you want to research. Make your research goal specific and detailed. For example, include the following: + What you are researching and why + What industry, region, and timeframe + Any data sources like dashboards, documents, or internet resources + Key focus areas such as metrics, competitors, and trends Share your research objective in a few sentences to describe your goal, frameworks, desired outcomes and any other essential information including your industry context and any specific requirements or constraints. *Example:* "Evaluate renewable energy investment opportunities for our corporate sustainability portfolio to support Q1 2025 capital allocation decisions. We're allocating \$150M across North American markets with a 7-year investment horizon. Focus on solar, wind, and battery storage sectors from 2023-2024 performance data. Key metrics: IRR projections, regulatory incentive impacts, market growth trends, and risk-adjusted returns. Cost sensitivity is critical - prioritize solutions under \$12M per MW capacity." You can also reference internal data sources in your objective. For example: "Primarily build research on our internal investment analysis from Document: 'Renewable\$1Portfolio\$1Performance\$12024.pdf' in Knowledge base: 'Investment Research', which is added in Space: 'Financial Analysis', and Chart: 'Investment Performance Trends' in Dashboard: 'Sustainability Portfolio Dashboard'. Use web research to supplement with recent policy changes, emerging technology costs, and competitor strategies not covered in our internal data." 1. (Optional) Choose the **Research mode** button to select a research mode. The following modes are available: + **Fast** – Completes research in approximately 4-7 minutes. This mode is suitable for quick insights and time-sensitive research needs. + **Deep** – Completes research in approximately 20-30 minutes. This mode provides more thorough analysis and is suitable for complex research topics that require deeper investigation. 1. After entering your research objective, choose what materials to use in **Research materials**, then choose **Review plan** to review a draft plan, or choose **Start researching** to begin research immediately. ## Tips for writing a good research objective Follow these guidelines to create effective research objectives: + Be specific about what you want to learn or understand + Include relevant context about your industry, market, or domain + Specify the time frame if relevant (for example, "recent trends," "2024 data") + Mention the intended use of the research (for example, "for strategic planning," "to inform product decisions") + Use clear, concise language and avoid ambiguous terms + Include any specific aspects or angles you want to explore Example of a well-written research objective: "Analyze the current state of artificial intelligence adoption in healthcare, focusing on diagnostic imaging applications, regulatory challenges, and market opportunities for 2024-2025." # Select research materials After defining your research objective, you can select the data sources that Quick Research will use to gather information. Set your preferences and control what sources Quick Research uses. Include files, web search preferences, company assets, and premium and public datasets. **To select research materials** 1. In the material selection interface, review the available data source options. 1. Select the types of materials you want to include: 1. Toggle **Web search** to include online sources 1. Choose **File upload** to add specific documents For best results, include key documents that are most relevant to your research goals. Adding more materials may increase research time and lead to less focused insights. If you're working with larger collections, consider using Spaces to organize and optimize extensive research materials for better results. 1. Choose **Quick assets** to include data spaces, dashboards, knowledge bases, and integrations in your research. For more information about creating and managing data spaces, see [Organize, collaborate, and share resources with spaces in Amazon Quick](working-with-spaces.md). 1. Choose **Third party data** to incorporate data from premium datasets and trusted public data sources to enhance your research. For more information, see [Using third party data in Amazon Quick Research](third-party-data.md). 1. Choose **Review plan** to review a draft research plan before starting, or choose **Start researching** to begin research immediately. ## Web search Enable web search to allow Quick Research to gather information from publicly available online sources. This includes academic papers, industry reports, news articles, and other relevant web content related to your research objective. Amazon Quick uses the internet to enhance your results. Web search queries may be processed in a different AWS Region than your primary Region. For more information, see [Cross-Region calls for web search](regions.md#web-search-cross-region). To prioritize or avoid certain websites, you can expand the web search section to enter a list of preferred websites and a list of websites to avoid. Both fields are optional and can take a maximum of 3,500 characters. We recommend providing a list of web domains (such as `example.com`), but you can also include types of websites such as `government websites` or `blogs`. If you enter a website address like `example.com/path/to/specific/page`, it will be shortened to `example.com`, so you don't need to enter multiple websites for a single domain. **Note** Adding a domain to the list of preferred websites doesn't guarantee that the website will be used in research. A website might not be used include: the site is behind a paywall, the site doesn't allow agents to access it, or the site's content is found to be less relevant than other sites. ## Uploaded files Upload specific documents, PDFs, spreadsheets, or other files that you want Quick Research to analyze as part of your research. This is useful when you have particular sources or documents that are directly relevant to your research objective. **To upload files** 1. Choose **Upload** to open the **File Uploads** window. 1. Add files using one of the following methods: 1. Choose **Add Files** to navigate to your files in File Explorer 1. Drag and drop up to 20 files into the upload area If you need to include more than 20 files in your research, consider organizing them in Spaces instead. 1. When you're finished selecting files, choose **Done**. Accepted file formats include .pdf, .txt, .doc, .xls, and .csv files. The file size limit is 25MB per file. ## Quick assets Connect Quick Research to your existing data spaces to include internal documents, reports, knowledge bases, and integrations in your research. You can combine external web sources with your organization's proprietary information. Quick Research can also fetch data through Quick action connectors, enabling it to pull live data from connected systems during the research process. For optimal results, consider selecting the most relevant assets for your specific research question. Choose **Browse** to add assets from Quick. **To add Quick assets** 1. Choose **Browse** to open the **Add assets** window in the right pane. 1. Select from the available resource type tabs: 1. **Recent** - Recently accessed assets 1. **Space** - Available data spaces (maximum of 2 selections) 1. **Dashboard** - Dashboard resources (maximum of 2 selections) 1. **Topic** - Topic resources (maximum of 2 selections) 1. **Knowledgebase** - Knowledge base resources 1. **Integration** - Action connectors that can fetch live data from connected systems 1. Review the available assets, which display the Name, Owner, and Last Modified date and time for each asset. 1. Select the assets you want to include in your research. 1. When you're finished specifying all assets, choose **Add**. # Review and finalize research plan Before Quick Research begins gathering and analyzing information, you have the opportunity to review and refine your research plan. This step helps ensure that the research will meet your specific needs and expectations. **To review and finalize your research plan** 1. Review the AI-generated suggestions in the **Revise Plan** pane on the right for improving your research plan. 1. (Optional) To make revisions, enter your changes in the **How should I change the plan?** field. You can add comments and notes to provide additional context or specific instructions for the AI, such as clarifying particular aspects you want emphasized, specifying exclusions, or providing domain-specific guidance that will help generate more relevant results. 1. Choose **Revise plan** to update the plan with your revisions. 1. Choose **Start researching** to begin the analysis process. ## Research suggestions Quick Research analyzes your research objective and selected materials to provide intelligent suggestions for improving your research plan. These suggestions appear in the **Revise Plan** pane and might include additional data sources, refined search terms, or alternative approaches to your research question. For example, if your research objective is about sustainable packaging for the food industry, suggestions might include specifying geographic regions for regulatory analysis, identifying specific food types requiring temperature maintenance, or providing budget constraints for cost comparison analysis. ## Revision history The revision history section tracks all changes made to your research plan during the review process. This allows you to see what modifications have been applied and provides a record of how your research plan has evolved. # View research report Once you select to create the research, Quick Research will work through a series of research tasks. Research typically takes 20-40 minutes to complete. The window displays the percentage complete along with the specific tasks Quick Research is working on and which sources are being used for each research task. After Quick Research completes its analysis, you can view the comprehensive research report that synthesizes information from all selected sources. The report presents findings in a structured format with supporting evidence and source references. You can use the **Download** button at the top to download the report as a PDF or Word document. There is also a **Summarize** button in the upper right. For more information, see [Summarizing the research](summarizing-research.md). You can also select **Reading mode** to hide sidebars and focus on the report content. When you're ready to share your research with others, use the **Share** button. For more information, see [Sharing the research](download-share-research.md). If you want to refine the research further before sharing, you can make updates and iterate on the report. For more information, see [Updating research](updating-research.md). In the left pane, under your research objective you can see a **Topics** tab which lists and allows you to navigate through the major sections of the report. The **Research** pane on the right of the window accepts comments up to 400 characters. You can now add comments that will be queued for revision, as they require deeper investigation by Quick Research. ## Viewing citations Throughout the report, numbered citations are present. Clicking on a citation shows you a popup window with the source article and a hyperlink to the source page. ## Understanding statements You can also click the **Understand the statement** icon (three horizontal lines and a plus) to launch an explanation window that shows how a statement in the report was determined, including a summary of the evidence and a breakdown of the conclusion. # Updating research Research is an iterative process that often requires refinement and updates based on new findings or changing requirements. Quick Research provides flexible tools to modify your research objectives, incorporate additional sources, and track changes through version management. # Making updates After reviewing your initial research report, you can make updates to refine and improve the results. Quick Research provides multiple ways to provide feedback and request modifications to better meet your needs. Once you've added all your comments to the queue in the Research pane, the **Revise** button becomes available in the upper right. When you choose **Revise**, you see a message that "Review revision started". Quick Research goes back to work through its research tasks with your new comments in mind, analyzing the existing report's structure and content to determine how to apply your comments. The version increments to Version 2 when the revision is complete. ## In-line feedback Provide specific feedback on individual sections or findings within your research report by highlighting the word or section you want to comment on. In-line feedback allows you to request clarification, additional detail, or corrections for specific parts of the report without affecting the entire document. ## High level feedback Submit broader feedback about the overall direction, focus, or approach of your research. High-level feedback is useful when you want to adjust the research scope, change the emphasis, or request additional analysis across the entire report. # Research versions Quick Research maintains versions of your research reports as you make updates and refinements. This version control system allows you to track changes, compare different iterations, and revert to previous versions if needed. Each time you submit feedback or request updates, Quick Research creates a new version of your report while preserving the previous versions. You can view the version history, compare changes between versions, and choose which version to use as your final report. Version management helps you maintain a clear audit trail of your research process and ensures that you don't lose valuable insights from earlier iterations of your work. # Summarizing the research After completing your research report, you can create focused summaries for different audiences. To access the summarizing feature, choose the **Summarize** button in the upper right of your research report. Quick Research provides multiple summary formats to help you present your findings in different contexts and for various audiences. Choose the summary type that best fits your intended use and audience needs. In the **Options** tab, you can choose to create a custom summary by entering up to 5,000 characters about how you would like to summarize, or select one of two preset summary styles: + *Executive summary* - VP-oriented tone, 2-page maximum, no citations + *General share out* - Business-friendly tone, 6-page maximum, essential citations Once you choose a summary style, you can choose **Begin** to start producing the summary. The **Previous** tab shows previous summary reports. You can download the summary as PDF or Word using the **Download** button at the top. ## Custom summary Create a tailored summary by entering up to 5,000 characters about how you would like to summarize your research. Custom summaries allow you to specify the key points, length, and focus areas you want emphasized for your particular use case. ## Executive summary Generate a concise executive summary with a VP-oriented tone, limited to 2 pages maximum with no citations. This format presents the most important findings and recommendations suitable for senior leadership and decision-makers. ## General share out Create a comprehensive summary document with a business-friendly tone, up to 6 pages maximum with essential citations included. This format balances depth with accessibility for team presentations and stakeholder briefings. # Sharing the research After completing your research, you can download it in various formats or share it with others. Amazon Quick Research provides flexible options for both downloading and sharing your research findings. ## Download the research You can export your research in multiple formats to suit different needs and workflows. ### Export to PDF PDF format is ideal for sharing formatted documents that maintain their appearance across different devices and platforms. To export your research to PDF: + Navigate to your completed research report + Choose *Download* from the options menu + Select *PDF* as the export format + The PDF file will be generated and downloaded to your device ### Export to Word Word format allows for further editing and collaboration using Microsoft Word or compatible applications. To export your research to Word format: + Navigate to your completed research report + Choose *Download* from the options menu + Select *Word* as the export format + The Word document will be generated and downloaded to your device ## Sharing the research with stakeholders Quick Research provides several ways to share your research with colleagues and stakeholders, enabling collaboration and knowledge distribution. To share your research: + Open the research report you want to share + Choose *Share* from the options menu + Select your preferred sharing method from the available options + Configure sharing permissions and access levels as needed + Send the share link or invitation to your intended recipients Shared research maintains all formatting, citations, and interactive elements, allowing recipients to view the complete research experience. # Automating research with Quick Flows Automating research with flows Amazon Quick Research can be integrated into Quick Flows to automate your research workflows. This allows you to standardize research processes, schedule recurring research reports, and share proven research methods across your organization. ## When to use research in Quick Flows Consider using Quick Research as a flow step when you need to: + **Standardize research processes** across your team by creating reusable workflows + **Schedule automated research** that runs at specific times (like every Monday 8am) + **Trigger downstream actions** based on research findings, such as updating records in Salesforce or creating tasks in Jira ## Getting started To add Quick Research as a step in your flows, you'll configure a research agent that defines your research objective, selects data sources, and optionally accepts user inputs. The research results can then be used to drive subsequent actions in your workflow. For detailed instructions, see [Research](ai-response-steps.md#research-step). # Using third party data in Amazon Quick Research Using third party data for research Amazon Quick Research integrates with third party data providers, such as FactSet, IDC, and S&P Global. The following table shows the current list of providers. The **Premium** data providers require a license to access their data, while the Public data providers do not require a license. You can use multiple third party data providers in research. The agent will determine which sources to use based on their relevance. | **Data provider** | **Category** | **Description** | | --- | --- | --- | | FactSet | Premium | Access FactSet's trusted equity prices, news, events, transcripts, fundamentals and consensus estimates - delivered for AI-driven insights. | | IDC | Premium | The IDC Connector brings verified technology market intelligence into Quick Research for faster, deeper, and more credible insights. | | S&P Global Energy | Premium | S&P Global Energy Data provides AI Ready market insights across commodities and energy, refreshed every 30 minutes with rich metadata. | | S&P Global Market Intelligence | Premium | Query S&P Global datasets: Capital IQ Financials, Market Data, Transcripts & securities. Saves time for financial services teams | | US Patents | Public | 20 years of US patents from the US PTO | | PubMed | Public | Millions of biomedical and life sciences articles published in PubMed | **Topics** + [ # Using third party data in Quick Research (FactSet) ](factset.md) + [ # Using third party data in Quick Research (IDC) ](idc.md) + [ # Using third party data in Quick Research (S&P Global Energy) ](spgi-global-energy.md) + [ # Using third party data in Quick Research (S&P Global Market Intelligence) ](spgi-market-intelligence.md) + [ # Using third party data in Quick Research (US Patents) ](us-patents.md) + [ # Using third party data in Quick Research (PubMed) ](pubmed.md) # Using third party data in Quick Research (FactSet) Using FactSet data Access FactSet's trusted equity prices, fundamentals, events, news, transcripts, pricing and consensus estimates - delivered seamlessly for AI-driven insights. With comprehensive coverage and reliable data, FactSet empowers smarter financial analysis, decision-making, and innovation. + **Global Prices** - End-of-day pricing data, returns, corporate actions, dividends, and shares outstanding for global equities + **Fundamentals** - Company financial statements, ratios, and business/geographic segment data from regulatory filings + **Consensus Estimates** - Earnings estimates, surprise data, and buy/hold/sell ratings consensus + **Transcripts** – Corporate event data and corresponding transcripts + **StreetAccount News** – Curated, real-time market-moving news and summaries ## Setting up the integration This integration requires a subscription to FactSet. FactSet will need to authorize your account and someone with an Enterprise subscription to Quick (typically an admin or whomever is responsible for your organization's subscription to FactSet data) will need to set up the integration. The integration can then be shared with others at your organization who should have access. The instructions below describe these steps in more detail. To use FactSet in Quick, you (or someone from your organization) will need to: 1. Contact FactSet to get access at [AWS.QR.Partnership@factset.com](mailto:AWS.QR.Partnership@factset.com). 1. Create a Quick integration for FactSet. 1. Open the Research page and select **New Research**. 1. In the **Research Materials** section, find **Third party data** and select **Browse** to display a list of supported third party data integrations. 1. Find the integration in the list and select **Connect**. This will display a pop-up with a summary of these setup steps. Select **Continue**. 1. Enter a name and description. 1. For the client ID, provide the client ID you got from FactSet. 1. For the other authentication-related fields you can use the suggestions visible below each input field. 1. Share the integration with anyone else at your organization who should have access. ## Using the integration in Quick Research These instructions assume that you already set up the integration (see details above), or someone at your organization set up the integration and shared it with you. To use this integration in Quick Research: 1. Navigate to the Quick Research page and select **New Research**. 1. On the left-hand side, under **Research Materials**, there is a section called **Third Party Data**. Select the **Browse** button to display a list of supported integrations. 1. If you need to sign in, there will be a **Sign In** button in the status column. Selecting this button will open a new tab where you can sign in. After you have signed in, navigate back to the tab with Quick Research. 1. Select the check box for the integration you want to use. # Using third party data in Quick Research (IDC) Using IDC data The IDC Connector integrates IDC's industry-leading technology research and market intelligence directly into Amazon Quick Research, enabling business users to generate deeper, more credible insights in minutes. Through this integration, Quick Research users can securely access IDC's trusted data — including market forecasts, vendor assessments, and emerging technology analyses — alongside their own enterprise data and public web sources. ## Setting up the integration This integration requires a subscription to IDC. IDC will need to enable API access for your account, and someone with an Enterprise subscription to Quick (typically an admin or whomever is responsible for your organization's subscription to IDC) will need to set up the integration and knowledge base. The knowledge base can then be shared with others at your organization who should have access. The instructions below describe these steps in more detail. **Important** Creating an IDC knowledge base incurs storage and indexing costs. You should only create one IDC knowledge base for your organization to avoid unnecessary costs. To avoid users creating duplicate knowledge bases, we recommend not sharing the client ID and client secret with anyone else. To use IDC in Quick, you (or someone from your organization) will need to: 1. Contact IDC to enable API access at [https://www.idc.com/amazonquickresearch](https://www.idc.com/amazonquickresearch). IDC will give you a client id and client secret. 1. Create an integration for IDC: 1. Open the Research page and select **New Research**. 1. In the **Research Materials** section, find **Third party data** and select **Browse** to display a list of supported third party data integrations. 1. Find the integration in the list and select **Connect**. This will display a pop-up with a summary of these setup steps. Select **Continue**. 1. Provide a name and description for the integration. 1. Use the client id and client secret you received from IDC. 1. Next, you will be prompted to create a knowledge base. This step could take several hours, depending on how much IDC data needs to be ingested and indexed. 1. To share the knowledge base with others, scroll to the top of the Integrations page, select the menu icon for IDC, and select **Share**. You can share with individual users or groups. Make sure you only share the knowledge base with users who should have access to IDC data. ## Using the integration in Quick Research These instructions assume that you already set up the integration and knowledge base (see details above), or someone else did this and shared it with you. To use this integration in Quick Research: 1. Navigate to the Quick Research page and select **New Research**. 1. On the left-hand side, under **Research Materials**, there is a section called **Third Party Data**. Select the **Browse** button to display a list of supported integrations. 1. Select the check box for the integration you want to use. # Using third party data in Quick Research (S&P Global Energy) Using S&P Global Energy data S&P Global Energy Data aggregates a vast array of textual content across thousands of documents about commodity and energy markets into an AI Ready data format, updated every 30 minutes. It enables users to ask customized questions on a range of topics such as regulatory challenges, investment opportunities, and trade flows. Sources include PDF documents, news articles, rationales, commentaries, analyses, and more, all in an LLM-friendly format. This extensive dataset features hundreds of thousands of documents enriched with metadata, embeddings, and citations. The inventory of textual content focuses on different time horizons (from daily news to 1-year outlooks to 20\$1 year long-term scenario views) for each of the major industry sectors broken down by subscription packages spanning Oil, Gas, Power, Metals, Clean Energy, Agriculture, Shipping sector, and more. Users can leverage this integration to answer customized questions, leveraging S&P Global's commodity and energy market expertise. Example prompts include (but not limited to): + Summarize the current regulatory challenges facing the crude oil industry and how they might impact production and pricing strategies. + Identify the top investment opportunities in India's wind turbine sector in 2025 and beyond, highlighting emerging technologies or companies that are innovating in this space. + Discuss recent environmental implications of metals extraction in Africa, and suggest sustainable practices that could be adopted in the industry. + Summarize the current regulatory challenges facing the US natural gas pipelines in 2025 and how that might impact US gas production through end of this decade. ## Setting up the integration This integration requires a subscription to S&P Global Energy. S&P will need to authorize your account and someone with an Enterprise subscription to Quick (typically an admin or whomever is responsible for your organization's access to S&P data) will need to set up the integration. This person (the 'integration owner') will then share the integration with everyone at your organization who should have access. The instructions below describe these steps in more detail. To use S&P Global Energy in Quick, you (or someone from your organization) will need to: 1. Contact S&P Global at [ai.energy@spglobal.com](mailto:ai.energy@spglobal.com) to ensure your organization subscribes to S&P Global Energy. S&P will provide you a client id and client secret. 1. If your organization already subscribes, S&P needs to enable your account so you can access this data in Quick. 1. If your organization does not subscribe already, S&P can help you get started with a free trial. 1. Create a Quick integration for S&P Global Energy. 1. Open the Research page and select **New Research**. 1. In the **Research Materials** section, find **Third party data** and select **Browse** to display a list of supported third party data integrations. 1. Find the integration in the list and select **Connect**. This will display a pop-up with a summary of these setup steps. Select **Continue**. 1. Enter a name and description for the integration. You can enter anything you want to help you identify this integration later. 1. Enter the client ID and client secret provided by S&P. 1. For the remaining fields, you can use the suggested values displayed below each input field. 1. Share the integration with anyone else at your organization who should have access. ## Using the integration in Quick Research These instructions assume that you already set up the integration (see details above), or someone at your organization set up the integration and shared it with you. To use this integration in Quick Research: 1. Navigate to the Quick Research page and select **New Research**. 1. On the left-hand side, under **Research Materials**, there is a section called **Third Party Data**. Select the **Browse** button to display a list of supported integrations. 1. If you need to sign in, there will be a **Sign In** button in the status column. Selecting this button will open a new tab where you can sign in. After you have signed in, navigate back to the tab with Quick Research. 1. Select the check box for the integration you want to use. # Using third party data in Quick Research (S&P Global Market Intelligence) Using S&P Global Market Intelligence data Using S&P Global's MCP Server for the Kensho LLM-Ready API, customers can unlock S&P Global's trusted data and insights using natural language queries, enabling financial professionals to answer complex financial questions and get fast, reliable answers grounded in reliable data from S&P Global. Query a comprehensive range of S&P Global datasets, including S&P Capital IQ Financials, Market Data, earnings call transcripts, and global securities information. This powerful connector is specifically designed to save time and resources for engineering, product, and business teams in financial services by streamlining access to critical company information, detailed financial statements, historical market data, and comprehensive global securities coverage. Key capabilities include: + **Compare Company Financials:** Analyze and benchmark financial performance across companies and time periods. Example: "Compare the gross margins and EBITDA trends for Amazon, Google, and Meta over the past 5 years" to identify competitive positioning and operational efficiency trends. + **Summarize Earnings Calls:** Extract key insights from earnings transcripts and management commentary. Example: "Summarize the key takeaways from Apple's latest earnings call, focusing on guidance and capital allocation" to quickly understand strategic direction and financial priorities. + **Deep Financial Research Reports:** Generate comprehensive competitive analysis and market research reports. Example: "Generate a comp table for software companies with \$11B\$1 revenue and 20%\$1 growth rates" to identify investment opportunities and market positioning. + **Develop Due Diligence Briefs:** Develop a due diligence brief in a fraction of the time it would normally take – pulling key financials, generating comps tables, benchmarking peers, and flagging risks in minutes. Example: "Pull key financials for Tesla, generate a peer benchmark analysis, and flag potential risks for an investment committee presentation" to support informed decision-making. ## Setting up the integration This integration requires a subscription to S&P Global Market Intelligence. S&P will need to authorize your account and someone with an Enterprise subscription to Quick (typically an admin or whomever is responsible for your organization's access to this data) will need to set up the integration. The instructions below describe these steps in more detail. To use S&P Global Market Intelligence in Quick, you (or someone from your organization) will need to: 1. Contact S&P Global to ensure your organization subscribes to S&P Global Market Intelligence data. To learn more about how to access S&P Global data via the Kensho LLM-ready API, email [commercial@kensho.com](mailto:commercial@kensho.com) for free trials and pricing, or read more [here](https://docs.kensho.com/llmreadyapi/overview). 1. Create a Quick integration for S&P Global Market Intelligence. 1. Open the Research page and select **New Research**. 1. In the **Research Materials** section, find **Third party data** and select **Browse** to display a list of supported third party data integrations. 1. Find the integration in the list and select **Connect**. This will display a pop-up with a summary of these setup steps. Select **Continue**. 1. Provide a name and description for the integration. You can enter anything you like here to help you identify the integration. 1. Share the integration with anyone else at your organization who should have access. ## Using the integration in Quick Research These instructions assume that you already set up the integration (see details above), or someone at your organization set up the integration and shared it with you. To use this integration in Quick Research: 1. Navigate to the Quick Research page and select **New Research**. 1. On the left-hand side, under **Research Materials**, there is a section called **Third Party Data**. Select the **Browse** button to display a list of supported integrations. 1. If you need to sign in, there will be a **Sign In** button in the status column. Selecting this button will open a new tab where you can sign in. After you have signed in, navigate back to the tab with Quick Research. 1. Select the check box for the integration you want to use. # Using third party data in Quick Research (US Patents) Using US Patents data This integration provides access to 20 years of US patents from the US Patent and Trademark Office (USPTO). For more information, see [USPTO](https://www.uspto.gov/). ## Setting up the integration There's no setup required since this is a public dataset. ## Using the integration in Quick Research To use this integration in Quick Research: 1. Navigate to the Quick Research page and select **New Research**. 1. On the left-hand side, under **Research Materials**, there is a section called **Third Party Data**. Select the **Browse** button to display a list of supported integrations. 1. Select the check box for the integration you want to use. # Using third party data in Quick Research (PubMed) Using PubMed data This integration provides access to 10 years of PubMed articles and documents. This includes millions of biomedical and life sciences articles. For more information, see [PubMed](https://pubmed.ncbi.nlm.nih.gov/). ## Setting up the integration There's no setup required since this is a public dataset. ## Using the integration in Quick Research To use this integration in Quick Research: 1. Navigate to the Quick Research page and select **New Research**. 1. On the left-hand side, under **Research Materials**, there is a section called **Third Party Data**. Select the **Browse** button to display a list of supported integrations. 1. Select the check box for the integration you want to use. # Admin controls Administrators can configure various settings and controls for Quick Research to ensure it meets organizational policies and security requirements. ## Turn on/off web search Administrators can enable or disable web search functionality for their organization. When web search is disabled, Quick Research will only use internal data sources such as uploaded files and connected spaces, ensuring that research remains within the organization's controlled data environment. This control is useful for organizations with strict data governance policies or when working with sensitive information that should not be supplemented with external web sources. # Status definitions Quick Research projects progress through various status states during their lifecycle. Understanding these status definitions helps you track the progress of your research and know what actions you can take at each stage. + *Draft* - Research project is being created and configured but has not yet been submitted for processing + *In Progress* - Quick Research is actively gathering and analyzing information from your selected sources + *Review* - Initial research is complete and available for your review and feedback + *Updating* - Quick Research is processing your feedback and generating an updated version of the report + *Complete* - Research is finalized and ready for download, sharing, or archiving + *Error* - An issue occurred during processing that requires attention or retry You can view the current status of all your research projects from the main Quick Research dashboard.