Otto Templates – Automated Research Assistant is a knowledge automation tool that uses AI agents to augment and accelerate manual research. It provides a native table interface to build and manage research workflows, enabling web browsing, data extraction, list enrichment, and document processing at scale. The platform emphasizes ease of configuring AI-driven tasks, starting from templates or existing lists, and automating repetitive research chores across companies, pricing, contact details, reviews, and more. It also highlights collaborative features like demo access and scalable automation for teams.
How to Use Otto Templates
- Start from a template or your own list. Pick a predefined research workflow or upload your data to begin.
- Configure columns. Define each column as a prompt-driven AI task (e.g., extract pricing, locate reviews, gather contact details).
- Autofill and run. Provide initial data and let Otto fill in the rest, generating structured results in the table.
- Review and export. Inspect the AI-generated outputs and export for reporting or integration.
Use Cases
- Company research: Find key company insights, pricing, reviews, and contact information via web browsing agents.
- Enrich lists: Add new datapoints to existing datasets (pricing, locations, etc.).
- Real estate, Recruiting, Finance: Quickly surface relevant information from multiple sources.
- Document processing: Read and answer questions for large document sets (OCR-free, no scripting required).
How It Works
- Start with a table where each column represents an AI task (prompt).
- Upload initial data or choose a template.
- Otto’s AI agents perform the configured tasks across web sources and documents, populating the table with structured outputs.
- The workflow is designed for scale and repeatability, reducing manual research time dramatically.
Safety and Legal Considerations
- Ensure compliance with data usage rights and terms of service for sources accessed by Otto’s agents.
Core Features
- Native table interface for AI-driven research workflows
- Start from templates or existing lists to accelerate setup
- Column-level AI prompts: customize how each data point is obtained or inferred
- Web scraping via natural language prompts (plain English) to collect pricing, reviews, contact details, etc.
- Real-time enrichment of lists with new datapoints
- Document processing: read and answer questions from hundreds of documents
- Auto-fill and scale: automatically generate and populate large datasets
- Demo access and scalable options for teams (Pro/Enterprise plans)
- Pricing and company information extraction across multiple domains
Why Ottogrid / Cognosys
- Designed for automating research at scale with an easy setup, robust table-based outputs, and AI-driven data extraction across diverse sources.