2.3 KiB
2.3 KiB
Knowledge-Work Workflow
1. Frame the task
Record:
- the exact question or decision;
- audience and intended use;
- scope, jurisdictions, industries, entities, and time period;
- cutoff date for current information;
- required deliverables and level of detail;
- material assumptions and exclusions.
2. Build the source hierarchy
Default priority:
- primary documents, official data, statutes, regulations, judgments, filings, contracts, and original research;
- high-quality institutional or peer-reviewed analysis;
- reputable secondary reporting;
- commentary and discovery sources.
Use lower-tier material to locate or contextualize higher-tier evidence. Do not use it to overrule primary evidence without explanation.
3. Retrieve and verify
For each material source:
- verify title, author or institution, date, version, and relevant scope;
- inspect the underlying text, table, appendix, or data—not only a snippet or abstract;
- capture the smallest locator that supports the proposition;
- note limitations, conflicts, and whether the source is current enough.
4. Maintain a claim-evidence matrix
| Material claim | Evidence | Source quality | Counterevidence | Status |
|---|---|---|---|---|
| ... | ... | Primary/Secondary | ... | Verified/Qualified/Unverified |
Do not draft a confident synthesis while decisive claims remain unmapped.
5. Analyze
Separate:
- descriptive facts;
- causal claims and identification assumptions;
- legal or institutional interpretation;
- the source author's conclusion;
- the agent's critique;
- the agent's proposal.
For quantitative claims, check definitions, units, denominators, sample construction, timing, missingness, and comparability.
6. Adversarial review
Before finalizing:
- search for disconfirming evidence;
- identify alternative explanations;
- check whether sources are independent or merely repeat one another;
- test whether the conclusion depends on a single fragile assumption;
- identify what evidence would reverse the conclusion.
7. Deliver
Lead with the conclusion and decision relevance. Then provide:
- scope and method;
- evidence-backed findings;
- disagreements and counterevidence;
- assumptions and limitations;
- implications or recommendations;
- a clear separation between verified findings and original inference.