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    • Entity Research
    • Setting Up Entity Research
    • 1. Settings Page
    • 2. Customize your researc...
    • 3. Turn on Entity Research
    • Accessing your Entity Res...
    • Searching Entities
    # Entity Research Entity research is a way to automatically generate one page reports on all of the websites / companies / entities you have run a PromptLoop task on. These one pagers provide a powerful, searchable and free source of collateral and information. - Define instructions for what you want included in the one pager - Turn on automatic refresh - All previous pages and any new pages will automatically create a one pager and add it to your personal search index This tool leverages all of the data your team has run within PromptLoop to generate unique relevant one pagers on every entity you have run a task on. This allows you and your team to easily access all of your research in one searchable center. This is available, for free, for all team and enterprise plans. Have your account admin reach out to [email protected] to have it turned on for your team. ## Setting Up Entity Research #### 1. Settings Page Navigate to the [Entity Research](/account/settings/entity-research) section of settings and click "Configure Research" <Image src='https://img.promptloop.com/create_config_screenshot-f0fc3305.png' alt='Entity Research Config' width={800} height={420} /> #### 2. Customize your research configuration. These instructions allow you to provide guidance around how your one pager will be created. In the company context box, you should provide a description of your business, who your customers are, how you identify potential customers, and any other information. In the Research Instructions box you should describe what you would like your research pages to contain. This might be any contact information present, links to their pricing pages, who they sell to, or anything else relevant. As you are writing these, you can click `Test & Preview` which will run a sample to show you the output. Once satisfied click save context. <Image src='https://img.promptloop.com/entity_config_custom_instructions-5da42aba.png' alt='Entity Research Config' width={800} height={420} /> #### 3. Turn on Entity Research Once your configuration is set, activate your research by toggling it on. This will flag your entities to be added to the research queue. <Image src='https://img.promptloop.com/CleanShot 2025-05-02 at [email protected]' alt='Entity-Research-Search' width={800} height={420} /> <Callout title="Note"> This is run in the background and the initial research on all of your entities takes some time, usually a day. After that, new entities are run every day and added to your account. If this seems to be taking too long or you want it sped up, reach out to the team. </Callout> ## Accessing your Entity Research ### Searching Entities Once your initial entity research has run you will be able to search through them in the Entity Search tab on the left of your PromptLoop platform. <Image src='https://img.promptloop.com/entity_research_search_page-285735cc.png' alt='Entity-Research-Search' width={800} height={420} /> After selecting an entity from the search the one page generated research will be displayed. <Image src='https://img.promptloop.com/entity_research_one_pager-24d4bca8.png' alt='Entity-Research-Search' width={800} height={420} /> <Callout title="Important"> By default, all entities are refreshed monthly, however you can request a refresh through the settings page. We only recommend doing this if you have run a considerable amount of new tasks on your universe. </Callout>

    Entity Research

    Entity research is a way to automatically generate one page reports on all of the websites / companies / entities you have run a PromptLoop task on. These one pagers provide a powerful, searchable and free source of collateral and information.

    • Define instructions for what you want included in the one pager
    • Turn on automatic refresh
    • All previous pages and any new pages will automatically create a one pager and add it to your personal search index

    This tool leverages all of the data your team has run within PromptLoop to generate unique relevant one pagers on every entity you have run a task on. This allows you and your team to easily access all of your research in one searchable center.

    This is available, for free, for all team and enterprise plans. Have your account admin reach out to [email protected] to have it turned on for your team.

    Setting Up Entity Research#

    1. Settings Page#

    Navigate to the Entity Research section of settings and click "Configure Research"

    Entity Research Config

    2. Customize your research configuration.#

    These instructions allow you to provide guidance around how your one pager will be created.

    In the company context box, you should provide a description of your business, who your customers are, how you identify potential customers, and any other information.

    In the Research Instructions box you should describe what you would like your research pages to contain. This might be any contact information present, links to their pricing pages, who they sell to, or anything else relevant.

    As you are writing these, you can click

    Test & Preview
    which will run a sample to show you the output. Once satisfied click save context.

    Entity Research Config

    3. Turn on Entity Research#

    Once your configuration is set, activate your research by toggling it on. This will flag your entities to be added to the research queue.

    Entity-Research-Search
    Note

    This is run in the background and the initial research on all of your entities takes some time, usually a day. After that, new entities are run every day and added to your account. If this seems to be taking too long or you want it sped up, reach out to the team.

    Accessing your Entity Research#

    Searching Entities#

    Once your initial entity research has run you will be able to search through them in the Entity Search tab on the left of your PromptLoop platform.

    Entity-Research-Search

    After selecting an entity from the search the one page generated research will be displayed.

    Entity-Research-Search
    Important

    By default, all entities are refreshed monthly, however you can request a refresh through the settings page. We only recommend doing this if you have run a considerable amount of new tasks on your universe.