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A research run gathers material from several places, checks it and drafts a deliverable with its sources attached. You do not switch it on. Hebno starts one when a request needs it and shows each step as it works.
Research run work trace with chips from SharePoint, Outlook, HubSpot and SAP S/4HANA

A research run reading from connected systems, with each record shown as a chip in the work trace.

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When a run starts

When a request proves partway through to need more work, Hebno starts a run itself. To force one, hover over an answer and select Go deeper. The same message is answered again as a run, or as a revision when the message targeted an existing deck or document.

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Scoping questions

When a different answer would change the deliverable, Hebno pauses first. The Before I start card reads “Pick what fits so the run targets the right thing, or skip and I will use my own judgement.”
  • You get at most two questions, each with two to four options.
  • Some questions allow several picks (“choose any that apply”).
  • Choose Something else to answer in your own words.
  • Select Start research to begin with your picks, or Skip to let the run use its own judgement.
The thread includes a note: “You scoped this run before it started.” or “Skipped, so the run used its own judgement.” You are not asked when the request is long and detailed, and never asked twice.

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The live work trace

The trace is titled Steps and lists what ran, in order.
  1. Understanding the request
  2. Building a plan
  3. Reading source files
  4. Searching firm & client context
  5. Researching external sources
  6. Checking evidence
  7. Synthesising findings
  8. Drafting the research brief
  9. Drafting the email, when you asked for one
  10. Revising the deliverable, on a follow-up to existing work
Each step shows pending, active, complete, skipped or error. Inside the search and reading steps, Hebno groups its tool work by system, with a step for each system it used: Reviewing meeting notes and mail, Checking the calendar, Reviewing email, Reviewing OneNote, Checking context in SharePoint, Reading files and client context, Searching public sources, and Applying templates and skills. Records from your CRM, ERP, finance and project tools get their own step, for example Reviewing HubSpot or Checking SAP S/4HANA.

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Chips and popovers

Under each step, chips show what Hebno pulled in, each with the app logo, file type or website icon. Hover over a chip, or tap it on a touch screen, to open a popover with the record name, a short excerpt and a link that opens the original. Chips show Cited as [n] or Source [n] when a deliverable uses them, and a step can show Findings backed: N. +N more expands a long list. Documents come from the knowledge index. Records, email and calendars are read live at the moment of the request, with your own permissions. What the reply used is stored with the chat so its history remains complete.

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Sources and claims

The Sources button under a reply shows the logos of the first few sources and how many there are. It lists each file, page, email, record or cell range with its app and citation number, grouped as Internal, Client or Public. See Sources and evidence. The claims panel grades each finding: Review Inferred and Uncertain claims before the work goes to a client.

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Deliverables in the side pane

Deliverables open in the side pane, not as a long chat transcript. Decks show as PowerPoint files and written documents as Word files, named for the topic. Hebno outlines a document, drafts it by section, checks for placeholders, a missing summary or a citation to a source it does not have, and rewrites those sections before you see it. Citations appear as numbers in the text. A run that mentions an email also drafts a companion email for you to review. Select Expand preview to open a deck or document in a larger window. Download, Save and Close appear at the top right. See Documents and Decks.

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Stop a run

Select Stop while a run is working. Work already done remains in the thread, and you can ask Hebno to continue.

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Follow up

Send another message in the same thread to change the deliverable. Hebno edits the same file and shows the new version in the pane. To check a deliverable against sources, see Verify against sources.

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Next steps