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AIAP Topic Courses·Using AI for Research·21:57

The Universal Research Framework: SMART-AI Problems, the Research Tree, Three Source Layers, RECAP Evaluation, the Insight Pyramid, and Packaging

Outskill instructor (unnamed) Research trainer - runs identical prompts through six AI research tools and scores them live

The short version

  1. Problem clarity with SMART-AI (Specific, Measurable, AI-aligned, Relevant, Time-bound): 'understand customers better' becomes 'top pain points of enterprise CRM buyers in Q1 2025 from sentiment analysis of 1,000+ reviews by February 28'. Research tree: root question, theme branches, answerable leaf questions - 'how can Outskill expand into Asia' -> market, competition, regulation, culture (0:02-0:07).
  2. Three source layers: primary (your data, uploaded), secondary (published), AI synthesis across both. Evaluate with RECAP (Relevance, Currency, Authority, Accuracy, Purpose) and check the AI represents the source correctly; red flags: 'studies show' with no citation, pre-2023 stats, single sources; AI 'confidently cites nonexistent papers' (0:07-0:11).
  3. Insight pyramid: data -> information -> knowledge -> wisdom (10,000 tickets -> 30% more password resets -> correlates with an update -> biometrics save $200k). Synthesise by ACE: aggregate across platforms (openrouter.ai/models shows which model people use per task), connect patterns confirmed in three sessions, elevate to a recommendation with projected impact. Package as an insight slide, a BLUF memo, or a comparison table. Four-week roadmap; pitfalls (0:11-0:21).

At a glance, three clicks deep

Skim here first: the closed row is the glance, open is the study card with the key points and timestamps, and the ↓ link drops to that concept's full write-up below.

01SMART-AI problem statements and the research treeSMART-AI statement;›

SMART-AI statement; tree of leaf questions.

SMART-AI (0:02-0:04)

Tree (0:04-0:07)

↓ Full write-up of this concept

02Three source layers and RECAP evaluationPrimary + secondary + synthesis;›

Primary + secondary + synthesis; RECAP; spot-check.

Layers (0:07-0:09)

RECAP and red flags (0:09-0:11)

↓ Full write-up of this concept

03The insight pyramid, ACE synthesis, and packaging for the audienceData -> wisdom;›

Data -> wisdom; aggregate, connect, elevate; slide / memo / table.

Pyramid (0:11-0:13)

ACE (0:13-0:14)

Packaging and roadmap (0:14-0:21)

↓ Full write-up of this concept

The concepts in full

01

SMART-AI problem statements and the research tree

A complex question overwhelms a human and an AI alike. Break it into leaves small enough to answer, then climb back up.

SMART-AI: Specific, Measurable, AI-aligned (which AI capability fits), Relevant, Time-bound. Examples: enterprise CRM pain points from 1,000+ reviews by Feb 28; three content themes driving 25%+ engagement among millennials in tech; top five predictors of employee flight risk from two years of exit and engagement data (some data sits behind paywalls). Research tree: root = core question; branches = themes; leaves = specific answerable sub-questions; answer leaves, consolidate upward. 'How can Outskill expand into the Asian market': market analysis (size, growth, segments), competition (players, strategies, gaps), regulation (compliance, entry barriers), cultural factors (online/offline/hybrid). Finance tree 'is product X viable' with branches run in parallel.

Why it matters

The structure that keeps every AI query focused and tracks progress.

02

Three source layers and RECAP evaluation

The AI will confidently cite a paper that does not exist. Spot-check the citations, not just the sources.

Layers: primary (your interviews, metrics, PDFs - upload them), secondary (published reports), AI-generated synthesis across both; triangulate your sales data against industry reports and let AI find correlations. Evaluate sources with RECAP (the CRAAP test): Relevance, Currency, Authority, Accuracy, Purpose - and verify the AI represents the source accurately. Red flags: 'studies show' without citation, pre-2023 statistics in fast fields, very old research, single-source claims.

Why it matters

The verification habit that AI research makes essential.

03

The insight pyramid, ACE synthesis, and packaging for the audience

'Satisfaction dropped 15%' is information. 'Fix the login flow and save $200,000' is wisdom. The pyramid is the climb between them.

Data (10,000 tickets) -> information (30% rise in password resets) -> knowledge (correlates with an app update) -> wisdom (biometric login saves $200k a year); each level uses a different AI capability (aggregation, categorisation, pattern recognition, prediction). ACE: Aggregate by running similar queries across platforms (openrouter.ai/models shows which model is most used per use case); Connect trends confirmed in three independent sessions and attend to contradictions; Elevate from interesting to actionable with a projected impact. Packaging: executive insight slide (one statement plus data), strategic memo (bottom line up front), comparison table - matched to visual, analytical or decision-making readers. Command centre: project overview, tree visualiser, source library with quality ratings, prompt bank. Four weeks: build the template and a SMART-AI project; run one question across tools; a full cycle packaged; reflect. Pitfalls: vague questions, researching everything, blind trust, paralysis, poor packaging.

Why it matters

From findings to a decision someone can act on.

Tools referenced

ToolCoverageMomentContext
OpenRouterexplainedModel-usage rankings per use case
NotionexplainedBuild your own research template

Action items

    Resources mentioned

    Resources
    • docLesson page on the platform

    Extraction notes

    This page was built from an auto-generated transcript, which garbles product and people's names. Those were corrected silently in everything above and logged here for transparency. The warnings flag claims that were true on the recording day but change fast.

    Transcript corrections applied

    The transcript saysThe trainer actually means
    recap plus AIRECAP / CRAAP evaluation
    AS method ... aggregate, connect, alleviateACE: aggregate, connect, elevate
    enterprise cost softwareenterprise CRM software
    skill expand into the Asian marketOutskill
    cloud / Cloud co work / cloud researchClaude / Claude Cowork / Claude Research
    chat g b t / ChargeGPT / Chargebee / chat GBTChatGPT
    ATN / n a 10 / Anytimen8n

    True on recording day — verify before relying