Research helpers

Set up a helper for the research and follow-up work that keeps coming back.

Give a helper a recurring job — prepare a weekly brief, watch for stalled threads, find follow-ups that need attention. It works in the background and shows you what it found before doing anything.

Research brief Draft reply Weekly update Follow-up list

The problem it solves

Most AI agent products either feel too passive (just a chatbot) or too autonomous (stuff happens without you knowing). Finding the middle ground is hard.

Why this is different

SwarmMarshal helpers do the research and preparation, then stop for your approval before anything consequential happens. You see exactly what they found and why before you decide.

When to use it

You need this when...

Preparing recurring briefs from trusted sources.
Watching a mailbox or project lane for narrow, approved patterns.
Drafting replies, task plans, summaries, or research packets for review.
Turning a repeated workflow into an inspectable skill.
Real examples

Here's exactly how it works.

Each example starts with a situation you've probably been in — and ends with the answer and where it came from.

Support researcher

Situation
Questions arrive that require current product knowledge.
You do
Assign an agent to draft-only support research with approved source access.
SwarmMarshal does
Reads the question, checks sources, drafts an answer, and cites what it relied on.
Output
A reviewable support reply plus source trail.

Matter monitor

Situation
A legal or client matter has ongoing messages and deadlines.
You do
Assign an agent to watch a matter scope and prepare weekly updates.
SwarmMarshal does
Finds new source records, changed dates, risks, and unanswered questions.
Output
A recurring matter brief for approval.

Follow-up assistant

Situation
Important follow-ups keep slipping through daily noise.
You do
Let an agent prepare follow-up suggestions but not send automatically.
SwarmMarshal does
Finds promises and stalled threads, drafts nudges, and asks before sending.
Output
A small review batch with citations.
How to use it

Typical workflow

  1. Choose a narrow role and source scope.
  2. Set what the agent may read, draft, propose, or do.
  3. Review its activity trail and prepared output.
  4. Promote only trusted repeat patterns into automation.
How it works

Behind the scenes

  1. Agent profiles define instructions, tools, model choices, and limits.
  2. Tools expose source search, message actions, skills, and connected systems.
  3. Activity logs show what the agent attempted and produced.
  4. Policy gates pause high-stakes actions for human review.
What you get out

The result is something you can actually use.

Research brief
Draft reply
Weekly update
Follow-up list
Reusable skill
See more

SwarmMarshal can do a lot more with your communication history.

Each feature solves a specific, recurring problem — and every answer links back to the real message behind it.

Related

Keep going.