Guide to Structured Workflows

While Corbis's standard chat is powerful for flexible research, some tasks require a more rigorous, step-by-step approach. Structured Workflows are designed to guide you through complex analytical processes, ensuring consistency, depth, and professional-grade outputs.

What Are Structured Workflows?

Workflows are specialized applications within Corbis that follow a defined sequence of analytical steps. Unlike open-ended chat, workflows:

Enforce a Process: Follow expert-designed frameworks (e.g., the 8-step Paper Review or 7-step IC Memo).
Manage Context: Automatically carry information from one step to the next.
Produce Specific Deliverables: End with a polished, formatted document (PDF, Markdown, or LaTeX).
Auto-Save Progress: Your work is saved at every step, so you can leave and return later.

Available Workflows

1. Academic Paper Review

Best for: Researchers, PhD Candidates, and Technical Analysts

Turn a dense academic PDF into a comprehensive referee report or critical review.

The Process:

Upload: Submit your PDF file.
Intake: Corbis reads the full text and extracts core metadata.
Analysis Steps: The workflow guides you through specific assessments:
- Novelty: How does this differ from existing literature?
- Mechanism: What is the theoretical or empirical model?
- Methodology: Are the methods sound and appropriate?
- Data & Results: Do the data support the conclusions?
Report Generation: Corbis compiles a structured report suitable for peer review or internal circulation.

2. Investment Committee (IC) Memo

Best for: Investment Professionals, Analysts, and Portfolio Managers

Synthesize an investment opportunity into a polished memorandum for decision-makers.

The Process:

Intake: Define the target company, asset, or opportunity.
Research Plan: Corbis generates a plan to validate the thesis.
Execution:
- Academic Retrieval: Finds theoretical backing for the investment thesis.
- Web Research: Gathers current market data and news.
- Synthesis: Combines academic rigor with market reality.
Counter-Evidence: Explicitly searches for risks and reasons not to invest.
Draft: Produces a professional IC Memo with citations and rigorous risk assessment.

3. Market Outlook

Best for: Strategists, Real Estate Professionals, and Macro Researchers

Develop a comprehensive view of a specific market or economic theme (e.g., "Multifamily Housing in the Sunbelt" or "AI Infrastructure Demand").

The Process:

Theme Definition: Identify the core market theme or hypothesis.
Evidence Gathering: Corbis searches specifically for data supporting (and refuting) the theme.
Scenario Planning:
- Base Case: Most likely outcome.
- Bull Case: Optimistic upside scenario.
- Bear Case: Downside risk scenario.
Report Generation: Outputs a strategic outlook document ready for client or internal distribution.

How to Use Workflows

Starting a Workflow

Navigate to the Workflows section in the main sidebar.
Select the workflow that matches your task (e.g., "Paper Review").
Click "New Run" to begin a fresh analysis.

Navigating Steps

Sequential Progress: Workflows move linearly. You must complete the current step to unlock the next one.
Review & Edit: At each step, you can review the AI's output, edit the text, or ask for a regeneration if you want a different angle.
Dependencies: Later steps rely on earlier ones. For example, the "Draft Memo" step in the IC Memo workflow uses the evidence gathered in the "Research" step.

Saving and Resuming

Auto-Save: Corbis automatically saves your progress after every completed step.
Resume Anytime: You can close the browser and come back days later. Find your active workflows in the "Previous Runs" table on the workflow's main page.

Best Practices

Be Specific in Intake: The quality of the final report depends heavily on the initial inputs. When asked for the "Investment Thesis" or "Market Theme," provide as much detail as possible.
Review Intermediate Steps: Don't just click "Next" blindly. Read the intermediate analysis. If the AI missed a key risk in the "Counter-Evidence" step, add it manually or ask for a revision before moving to the final draft.
Use the Final Artifact: The final output is a document (Artifact). You can use the standard Artifact tools to edit, polish, or export this document to PDF or other formats.

Guide to Structured Workflows

What Are Structured Workflows?

Workflows are specialized applications within Corbis that follow a defined sequence of analytical steps. Unlike open-ended chat, workflows:

Enforce a Process: Follow expert-designed frameworks (e.g., the 8-step Paper Review or 7-step IC Memo).
Manage Context: Automatically carry information from one step to the next.
Produce Specific Deliverables: End with a polished, formatted document (PDF, Markdown, or LaTeX).
Auto-Save Progress: Your work is saved at every step, so you can leave and return later.

Available Workflows

1. Academic Paper Review

Best for: Researchers, PhD Candidates, and Technical Analysts

Turn a dense academic PDF into a comprehensive referee report or critical review.

The Process:

Upload: Submit your PDF file.
Intake: Corbis reads the full text and extracts core metadata.
Analysis Steps: The workflow guides you through specific assessments:
- Novelty: How does this differ from existing literature?
- Mechanism: What is the theoretical or empirical model?
- Methodology: Are the methods sound and appropriate?
- Data & Results: Do the data support the conclusions?
Report Generation: Corbis compiles a structured report suitable for peer review or internal circulation.

2. Investment Committee (IC) Memo

Best for: Investment Professionals, Analysts, and Portfolio Managers

Synthesize an investment opportunity into a polished memorandum for decision-makers.

The Process:

Intake: Define the target company, asset, or opportunity.
Research Plan: Corbis generates a plan to validate the thesis.
Execution:
- Academic Retrieval: Finds theoretical backing for the investment thesis.
- Web Research: Gathers current market data and news.
- Synthesis: Combines academic rigor with market reality.
Counter-Evidence: Explicitly searches for risks and reasons not to invest.
Draft: Produces a professional IC Memo with citations and rigorous risk assessment.

3. Market Outlook

Best for: Strategists, Real Estate Professionals, and Macro Researchers

Develop a comprehensive view of a specific market or economic theme (e.g., "Multifamily Housing in the Sunbelt" or "AI Infrastructure Demand").

The Process:

Theme Definition: Identify the core market theme or hypothesis.
Evidence Gathering: Corbis searches specifically for data supporting (and refuting) the theme.
Scenario Planning:
- Base Case: Most likely outcome.
- Bull Case: Optimistic upside scenario.
- Bear Case: Downside risk scenario.
Report Generation: Outputs a strategic outlook document ready for client or internal distribution.

How to Use Workflows

Starting a Workflow

Navigate to the Workflows section in the main sidebar.
Select the workflow that matches your task (e.g., "Paper Review").
Click "New Run" to begin a fresh analysis.

Navigating Steps

Sequential Progress: Workflows move linearly. You must complete the current step to unlock the next one.
Review & Edit: At each step, you can review the AI's output, edit the text, or ask for a regeneration if you want a different angle.
Dependencies: Later steps rely on earlier ones. For example, the "Draft Memo" step in the IC Memo workflow uses the evidence gathered in the "Research" step.

Saving and Resuming

Auto-Save: Corbis automatically saves your progress after every completed step.
Resume Anytime: You can close the browser and come back days later. Find your active workflows in the "Previous Runs" table on the workflow's main page.

Best Practices

Be Specific in Intake: The quality of the final report depends heavily on the initial inputs. When asked for the "Investment Thesis" or "Market Theme," provide as much detail as possible.
Review Intermediate Steps: Don't just click "Next" blindly. Read the intermediate analysis. If the AI missed a key risk in the "Counter-Evidence" step, add it manually or ask for a revision before moving to the final draft.
Use the Final Artifact: The final output is a document (Artifact). You can use the standard Artifact tools to edit, polish, or export this document to PDF or other formats.