Tips and Tricks: Market Research With Personal AI

January 3, 2025

Welcome to your weekly Tips & Tricks from Personal AI! Get ready to supercharge your AI Personas with insider knowledge, practical tutorials, and exciting new features. Each week, we’ll share advice on maximizing your AI’s potential, showcase inspiring use cases, and provide step-by-step guides to help you navigate our platform like a pro. Let’s dive in and unlock the full power of your Personal AI together!

This week, we’re diving into the process of creating a Market Researcher Persona to enhance competitive analysis. Discover how to streamline competitor tracking and uncover actionable insights that drive smarter decision-making. We’ll explore how business owners and strategists can leverage these Personas to gain a deeper understanding of market dynamics and stay ahead of the competition. Get ready to elevate your market research game with Personal AI!

A professional headshot against a purple background shows a Personal AI Persona in a white shirt. The interface card displays “Market Researcher” with a messaging section below, featuring a clean, modern design in purple and white tones.

Personal AI For Market Research

While traditional market research can take days or weeks to process, market research Personas offer a new solution: instant analysis of competitor moves, market trends, and strategic opportunities — all accessible through natural conversation. Here are a few ways Personal AI can help with market research:

Information Processing

  • The Persona rapidly analyzes multiple sources, providing instant insights that would take hours to compile manually
  • Delivers quick answers about competitors and market trends, ensuring no critical information is missed

Competitive Intelligence

  • Maintains real-time tracking of competitor activities and market positioning
  • Enables swift, informed responses to market threats and opportunities

Knowledge Management

  • Centralizes all desired market research in one model
  • Accelerates onboarding by giving new team members instant access to market insights

Strategic Support

  • Provides data-backed context for strategic decisions
  • Offers quick access to relevant market insights for new initiative
The image shows the Persona settings options for customizing an AI Persona, featuring a circular profile picture placeholder and name field. The clean, modern design includes a “Persona Settings” header and fields for customizing the AI’s appearance and identity.

Custom Directive

The foundation of an effective Market Research Persona begins with crafting its custom directive — a set of precise instructions that shape how your AI analyzes and communicates market insights. These directives define everything from the AI’s analytical approach and communication style to how it structures and presents information, ensuring your market intelligence is delivered exactly how your team needs it. Here’s an example:

The image display the custom directive for an AI Market Researcher role at Lumuro Apparel, featuring formatting guidelines and responsibilities.

Integrations & Automations

By connecting your Personal AI Market Research Persona to Zapier, you can automate the flow of market intelligence through integrations with thousands of apps and websites, ensuring your AI stays current with real-time updates from news sources, social media, competitor websites, and industry databases. Here’s a brief overview of how to set this up:

The image displays a sequence of Zapier steps, showing a workflow between Personal AI and Gmail actions. The steps are arranged vertically with blue connecting lines and plus symbols.
  • Start by configuring the message prompt to instruct Perplexity to search for the required information.
The image shows a Zapier setup fields for AI instructions, featuring message prompts, commands, and context areas with required fields marked by red asterisks. The professional design includes navigation steps and utility buttons, with specific instructions for gathering company intelligence.
  • Next, set up the message prompt to message the Persona in Personal AI on how to process or utilize the retrieved information.
A Zapier configuration titled “Message My AI in Personal AI” shows setup fields for messaging parameters, with navigation tabs and required fields marked by red asterisks. The image shows utility functions and displays message prompt, context, and sender information for market research reporting.
  • Then, include a step detailing how the Persona should handle the information. For instance, the integration can enable uploading the retrieved information as a document to the designated Persona.
The image displays Zapier configuration fields including text sections, time settings, and metadata inputs. The image features a progress bar showing completed setup steps and utility functions for uploading to Personal AI.
  • Lastly, set up a message prompt to specify the output format for the Persona in Personal AI. For example, you could request a summarized version of the information to be sent via email to your team members.
The image shows Zapier configuration options for Messaging the AI, featuring input fields for prompts, context, and sender information. The design includes navigation steps and progress indicators with a minimalist layout.

Use Cases and Prompts

Regardless of whether you set up integrations, you can always utilize your Market Research Persona within the Personal AI platform to interact with your AI and gain market insights through DMs and Channels. See a few use case examples below:

A conversation in Personal AI about Lululemon’s organizational changes, featuring a message from Lumora Apparel and a detailed response from a Market Researcher Persona. The response outlines key leadership changes and strategic restructuring implemented in May 2024.
  • Use your Market Research Persona to get insights on press releases and news article from competitors.
The image shows a chat in Personal AI with a discussion about Lululemon’s gender-focused research initiatives, featuring a message from Lumora Apparel and a response from a Market Researcher Persona. The response outlines five key research areas including biomechanics, sports science, and AI-driven sizing, with sources from 2024 industry reports.
  • Ask about recent research initiatives undertaken by other companies in the same industry.
A Personal AI channel displays strategic market analysis for Lumora Apparel, featuring a Market Researcher Persona’s response. The analysis outlines six key strategic opportunities in response to Lululemon’s recent changes, supported by Q2 2024 industry reports.
  • Lastly, leverage the insights from your Persona to drive strategic decisions and enhancements for your business.
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