Deep research
Gate 3 - Web search, document analysis, reference class, gather evidenceFrom its SKILL.md
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SKILL.md
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Gate 3: Deep Research
Purpose: Gather evidence to fill knowledge gaps and ground the decision in facts.
Announce: "Moving to Research Gate - let's gather evidence."
Entry Criteria
- Landscape Gate completed
- Unknown-Knowables identified
Research Sources
Use all available sources:
- Conversation - Ask human for internal knowledge, context, documents
- Documents - Analyze provided reports, financials, memos
- Web research - Search for market data, competitor info, industry analysis
Process
1. Prioritize Research Questions
Review Unknown-Knowables from Landscape Gate. Prioritize by:
- Impact on decision (high impact first)
- Feasibility of finding answer
- Time available
2. Gather Evidence
For each research question:
Ask human first:
- "Do you have internal data on [X]?"
- "Is there a document that covers [Y]?"
Then search externally:
- Market data and trends
- Competitor analysis
- Industry reports
- Academic research
- News and recent developments
3. Find Reference Class (Kahneman)
Critical for countering overconfidence.
Ask:
- What similar decisions have been made before?
- What's the base rate of success for decisions like this?
- What happened to others who made this choice?
Example: "M&A deals in this sector have a 60% failure rate in achieving projected synergies."
4. Evaluate Evidence Quality
For each piece of evidence, assess:
- Source credibility: Who produced this? What's their bias?
- Recency: Is this current or outdated?
- Relevance: Does this directly apply to our situation?
- Methodology: How was this data gathered?
Use deliberate-decisions:evidence-evaluation for detailed assessment.
Depth by Weight
| Aspect | Light | Medium | Complete |
|---|---|---|---|
| Web research | None - user knowledge only | 1-2 targeted searches | Thorough multi-source |
| Reference class | Ask user if known | Find basic reference | Deep reference class analysis |
| Document review | Skip unless provided | Review key docs | Comprehensive review |
| Evidence quality | Trust user input | Basic assessment | Full quality evaluation |
Light: Rely on user's domain knowledge. Ask if they know the reference class. Skip external research unless user lacks knowledge.
Medium: 1-2 targeted web searches for key unknowns. Find basic reference class data. Standard evidence assessment.
Complete: Thorough external research. Multiple sources for key questions. Deep reference class analysis. Full evidence quality evaluation.
Upgrade Detection
Suggest upgrading if:
- Reference class reveals higher risk than expected
- Research uncovers surprising/contradictory information
- Key unknowns remain after Light research
- User's domain knowledge has significant gaps
Upgrade prompt:
⚠️ Research is revealing [unexpected findings]:
- [Finding 1]
- [Finding 2]
This suggests the decision may be higher-stakes than initially framed.
Current: [Weight]
Suggested: [Higher Weight] - would allow [deeper research / more sources]
Continue at current depth, or upgrade?
Output
Create research notes:
# Research Notes: [Decision]
## Research Questions
| Question | Priority | Status |
|----------|----------|--------|
| [Unknown-Knowable 1] | High | Researched |
| [Unknown-Knowable 2] | Medium | Partial |
## Findings
### [Topic 1]
**Finding:** [what we learned]
**Source:** [citation]
**Quality:** [high/medium/low]
**Relevance:** [direct/indirect]
### [Topic 2]
...
## Reference Class
**Similar decisions:** [examples]
**Base rate:** [success rate for this type of decision]
**Key lessons:** [what others learned]
## Remaining Gaps
- [Questions we couldn't answer]
- [Areas needing more research]
Save to: docs/decisions/YYYY-MM-DD-<decision-slug>/research-notes.md
Exit Criteria
- High-priority Unknown-Knowables researched (depth per weight)
- Reference class identified (depth per weight)
- Evidence quality assessed (depth per weight)
- Remaining gaps documented
Bias Watch
Watch for:
- Confirmation bias - Only seeking evidence that supports preferred option
- Availability bias - Over-weighting easily found information
- Authority bias - Accepting claims because of source prestige
Actively search for disconfirming evidence.
Next Gate
Proceed to: deliberate-decisions:calibration