Part IV
Working methods
Whole jobs, worked end to end: following a story, sizing a market, investigating deeply, teaching, and producing finished work.
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Following a developing story
Some questions are not answered once — they move. The method here is to research once, then watch cheaply.
The method
1Establish the baseline
Run an Event Scan when the story breaks. This is your dated, sourced record of what was known at the start — worth more later than you expect.
2Pin the signals
The report offers signals to watch — the tripwires that would mean the story is turning. Pin the ones that matter to your Watchboard.
3Check the board, not the news
When you want an update, run Check signals on the Watchboard — 2 credits sweeps every pinned signal against fresh coverage and reports what moved. Subscribers can put this on a schedule as a standing order.
4Re-check when it matters
At a real decision point, run Re-check on the original scan — 2 credits for a focused "what changed since" against your baseline.
Worked example
A regulation moving through the system
A compliance manager learns a proposed rule could hit her industry next year. It will take months to resolve, and she cannot read trade press every morning.
1Baseline with two scans
An Event Scan on the proposal, then Positions — who supports and opposes it, and why. Together they map the terrain and the players.
2Watch the calendar and the tripwires
A Catalyst Calendar scan surfaces the dated moments ahead — comment deadlines, hearings, votes. She pins those plus the report’s signals to her Watchboard.
3Check monthly, brief quarterly
A monthly signal check keeps her current for 2 credits. Before each quarterly leadership meeting, a Re-check on the baseline gives her the "what changed" slide in one run.
What this shows
Total spend: a handful of credits a month for genuine coverage of a slow-moving, high-stakes story — without the morning reading habit.
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Researching a business decision
The Markets group exists for one job: replacing "I think there’s a market for this" with a sourced read you can defend. The method is a funnel — broad, then narrow, then priced.
The funnel
1Size the arena
Market Research is the premier read — 5 credits for the full market: size, structure, where value is moving, every sizing claim graded with its issuer named.
2Understand the buyer
Buyer Research answers who actually buys, what problem they are solving, and what they pay — the chapter of the business plan people usually make up.
3Check the ground truth
Pricing Read for what things actually cost, posted and sourced; Regulatory Map if the activity is rule-bound. These are the scans that keep a plan honest.
4Score your options
When you hold real alternatives, Options Appraisal scores your own shortlist on your own criteria — the decision meeting, prepared in one run.
Worked example
Opening a second location
The owner of a successful physical-therapy clinic is weighing a second location in one of two nearby towns. Real money, one decision, no analyst on staff.
1One market read, aimed
Market Research with the focus "outpatient physical therapy demand across these two towns" — the report grades what is actually known about local demand rather than repeating national averages.
2Buyers and payers
Buyer Research focused on who pays for therapy locally — insurers, employers, self-pay — because the payer mix decides the business more than foot traffic does.
3The head-to-head
A Compare of the two towns on the dimensions that emerged, then an Options Appraisal scoring the two locations — plus "open neither yet" — on her own criteria: payer mix, competition, lease costs, staffing.
What this shows
Four scans and the owner walks into her bank meeting with a graded, sourced case — including the honest finding that one town’s apparent demand rested on a single source.
Tip
Keep a Portfolio of the competitors and players you meet along the way — every future scan on any of them is then one tap from the list.
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Investigating in depth
Some questions deserve weeks, not minutes. The app has three instruments for sustained investigation, and they compose.
Inquiry: the deep single run
Inquiry is the flagship — 15 credits for open-ended deep research where the run plans its own angles and every material claim is adversarially re-checked before it is allowed to stand. Reach for it when the question is genuinely open and being wrong is expensive.
Challenges: the standing investigation
A Challenge is an investigation with an objective that you grow one scan at a time. Create one for the question, then fold scans in from any report’s follow-up menu as you go. Weeks later, the Challenge is the organized case file — not a pile of tabs.
Your Facts collection: the memory
Every graded fact your scans establish accumulates in the Facts tab of your Workbench — corroborations recognized, conflicts flagged, the record searchable across everything you have run. Long investigations compound: your tenth scan on a subject knows what your first nine established.
Synthesis: the write-up
When the pieces are on the table, Synthesis — 4 credits — combines several chosen scans into one integrated view. It is the "so what does it all mean" step, and the natural final scan of an investigation.
Worked example
An open question, worked for a month
A journalist is examining whether a much-hyped local development project will actually deliver its promised jobs. The claim is everywhere; the evidence is not.
1Open a Challenge and baseline the record
A Chronology of the project’s promises and revisions, and Follow the Money on who funds it and who profits — both folded into the Challenge.
2Test the central claim
Track Record on the developer: past projections against what actually happened. The pattern — systematic overpromise — becomes the story’s spine.
3Go deep once
One Inquiry on the jobs claim itself, letting the verified-claims discipline do the heavy lifting. Then Synthesis pulls the month into a single integrated read for the editor.
What this shows
The Challenge holds the whole case file; every claim in the final piece carries a grade and a source. When the developer’s lawyer calls, that is what answers.
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Teaching with WorldbyFlow
Educators are first-class users, not an afterthought. The same graded research that serves an analyst turns into classroom material in one step.
From today’s news to tomorrow’s lesson
1Turn on Educator Mode
Offered at signup and always available in settings. It adds a Create Lesson Plan action to every scan you run.
2Research the topic as yourself
Run whatever scan fits — an Event Scan on this week’s news, a How It Works on a process, The Arguments on a live controversy. Use the focus field for the class: "for a 10th-grade civics unit".
3Create the lesson plan — 3 credits
The lesson is built from the scan’s own sourced material: objectives, discussion questions, activities, materials. Because the research carries evidence grades, "how do we know this" is itself teachable.
Formats that teach well
The Arguments steelmans both sides of a controversy — ready-made for debate prep. Myths & Misconceptions corrects common beliefs with evidence. Chronology turns a complicated story into a dated narrative. The Learn area adds its own library of concept explainers on top.
Tip
The evidence grades are a media-literacy curriculum hiding in plain sight: hand students the Facts list and ask which claims they would trust, and why. The vocabulary — sourced, single-source, contested, unverified — is the lesson.
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From research to finished work
Research usually serves a deliverable — a memo, a post, a briefing, a book. Everything you produce here exports with its sourcing intact.
The everyday exports
Every scan’s export menu covers the daily needs: a clean PDF, Copy as Markdown for pasting into email and documents, citation files for reference managers, a read-only public link, and sharing to another account with a discussion thread attached.
Listening and watching
Read renders the report as a flowing narrative, free on any plan. Listen — 1 credit — is the spoken walkthrough for the commute. Episode — 5 credits — is the two-voice podcast-style deep-dive. Summary Deck — 2 credits — turns the key points into a social-ready slide carousel, caption included.
Building something book-length in the Studio
1Set the objective
Open the Studio and state what the finished thing is for: a client report, a briefing book, a field study, a full book. Pick the format that matches.
2Approve the plan and the price
The Studio designs the research plan and quotes one flat credit total before anything runs — the whole build, priced up front.
3Let it build, then make it yours
The Studio runs the research and writes the draft. You review and revise until it reads like you. Finished books share as a web reader or export for print and publishing.
Tip
A Pro plan’s monthly credits are sized to cover one full Studio build a month; Studio-plan credits cover about two. If long-form output is the goal, that is the arithmetic to plan around.