Your first research project

You need to choose a venue for a 12-person workshop. In this exercise, you will upload one sample PDF, compare two offers against the requirements, verify the citations, and save a decision brief.

Before you begin

You need an InsightSpace account, permission to create a personal workspace (or manage a workspace provided for training), and an available research model. Your administrator provides the sign-in address and configures the services needed for indexing.

Download the workshop venue pack (PDF, 3 pages). The organizations, offers, and event in this file are fictional. Save the PDF to your computer.

Page	Contents
1	Workshop requirements: date, attendees, budget, access, equipment, and cancellation terms.
2	Riverside Studio’s offer.
3	Old Mill Rooms’ offer.

Keep the PDF unchanged so you can compare your result with the checks below.

Open your organization’s InsightSpace address and connect to its VPN if required.
Enter your Email and Password, then select Sign in. Use Sign in with passkey if you already have a registered passkey.
Choose Personal in the scope selector and open Workspaces.
Select Create workspace.
Enter Workshop venue comparison as the name and the following description:

Requirements and two fictional venue offers for a 12-person workshop on 14 October 2026.
Select Create workspace, then open the workspace if it is not already open.

Check: the workspace name is Workshop venue comparison, and you can open Research, Documents, and Settings. If you cannot create a workspace, ask your administrator for a training workspace with Workspace Manager access.

2. Configure how the assistant should answer

Select Settings → Assistant.
Enter this Assistant prompt:

Compare the offers against the workshop requirements. Cite the relevant page for each fact. Show price calculations. Treat missing information as unknown, and explain any requirement that an offer does not meet.
Leave Max tool calls at the value supplied by your installation.
Set Result re-ranking to Let the assistant decide per search.
Select Save assistant settings.

Check: the prompt remains visible after saving. These instructions apply to new answers in this workspace. See workspace settings for the other options.

3. Upload and index the PDF

Select Documents.
Select Upload → Upload files.
Choose workshop-venue-pack.pdf from your computer.
Select Continue indexing to start processing the queued file.
Wait for its indexing status to become Completed.

Keep the file enabled and do not upload it repeatedly while processing is in progress.

Check: the library contains workshop-venue-pack.pdf, it is enabled, and its indexing status is Completed. If it fails or stays queued, use the document troubleshooting steps.

4. Inspect what was indexed

Open the document and compare the source preview with its indexed content. Check these passages:

Page 1: the maximum budget is CHF 1,800 including VAT, and free cancellation must still be possible 10 days before the event.
Page 2: Riverside Studio costs CHF 1,680 including VAT and allows free cancellation until 7 days before the event.
Page 3: Old Mill Rooms costs CHF 1,560 including VAT, with a CHF 120 projector charge; free cancellation ends 14 days before the event.

This PDF has a digital text layer. If its extracted text is incomplete, open File actions → Extraction method…, select Text layer only, select Save, then select File actions → Reindex. Wait for Completed and inspect it again.

5. Ask for a comparison

Open Research → New chat, choose an available model, and send this prompt:

Using workshop-venue-pack.pdf, compare Riverside Studio and Old Mill Rooms against every requirement on page 1. Make a table covering date and hours, capacity, total cost including the required projector and VAT, step-free access, Wi-Fi, and cancellation. Cite the source page for each fact. Which venue meets the documented requirements, and what remains unconfirmed?

Check: wording will vary by model, but the answer should agree with these source facts:

Check	Riverside Studio	Old Mill Rooms
Date and hours	14 October 2026, 09:00–17:00	14 October 2026, 09:00–17:00
Capacity	16 people	20 people
Total with projector and VAT	CHF 1,680; projector included	CHF 1,560 + CHF 120 = CHF 1,680
Step-free access	Confirmed	Confirmed
Wi-Fi	Included	Included
Free cancellation 10 days before	Meets the requirement: free until 7 days before	Does not meet it: free cancellation ends 14 days before
Dietary accommodations	Not specified	Not specified

Both offers fit the budget. Riverside meets the documented requirements. Old Mill’s cancellation terms do not, even though its base price looks lower. Dietary accommodations remain an open question in both offers; the assistant should not invent an answer.

6. Verify the citations

Select the citation supporting the cancellation requirement. Confirm it opens the relevant evidence on page 1.
Select the citation for Riverside’s terms and check page 2.
Select the citation for Old Mill’s projector charge and cancellation terms and check page 3.
Open Panels → Sources to review the evidence used in the conversation.

A citation must support the claim beside it. If the answer gets the cancellation comparison wrong, ask this follow-up in the same conversation:

Recheck the cancellation comparison. If we cancel exactly 10 days before the event, which offer still allows free cancellation? Quote no more than the relevant sentence from each offer and cite pages 1, 2, and 3. Correct the comparison if necessary.

7. Save a decision brief

Send:

Save a working document titled “Workshop venue decision”. Include the requirements, a comparison table, a recommendation, and the open question about dietary accommodations. Show both total-cost calculations and preserve the page citations. Use only facts from the venue pack.

Open Panels → Files, review Preview, and use Edit if you want to revise the text. Select Save draft after editing. Select Download, then choose Markdown (.md), Word (.docx), or PDF (.pdf).

Check: the saved brief recommends Riverside based on the stated requirements, includes the CHF 1,680 total for each venue, explains the cancellation difference, and leaves dietary accommodations unresolved. Check the exported file as well as the on-screen preview.

Continue with your own work

Keep this workspace for practice. Create a separate workspace for your actual project, give it a factual description, and upload the sources for that project. Use the same sequence: wait for indexing, inspect the extraction, ask a focused question, verify citations, and save the result.