Operations 1–2 hours setup
AI Tool Research Pipeline
Evaluate any new SaaS tool in 30 minutes, not 3 days
Overview
A structured research workflow for ops and RevOps teams to evaluate, score, and decide on new software tools consistently — eliminating the scattered Notion docs and duplicate team research.
Implementation Steps
1
Trackr: submit tool URL to run 7-dimension AI research report
2
Perplexity: deep-dive on user sentiment from Reddit, G2, and Hacker News
3
Score the tool against your team's specific scorecard criteria in Notion
4
Record a 5-minute Loom walking through the evaluation findings
5
Share report and Loom link in Slack for team async feedback
6
Use Make to trigger a calendar invite for final decision if score > threshold
Expected Outcome
Consistent tool evaluation in 30 minutes vs days. One source of truth for all decisions.
Recommended Stack
Quick Facts
CategoryOperations
Use CaseStandardize tool evaluation and eliminate redundant…
Setup Time1–2 hours
Steps6
Tools Required4
Tags
OperationsResearchProcurementProductivity