Example requests
Use these requests as starting points. Change the client, role and requirements to suit your assignment. Their wording is not a formula.
Kaiya chooses the method and researches missing facts. Tell Kaiya which assumptions or results to correct.
Keep the details that matter to the work, such as exclusions, evidence you need and the format of the result. For follow-ups, stay in the conversation with the brief and earlier results.
Read How to work with Kaiya for help with briefing Kaiya and reviewing the results.
Start a complex search in plain language
This short request gives Kaiya enough to begin:
Find candidates for a COO role at a growing logistics business. They need
experience of opening depots and improving delivery performance.
Give Kaiya more of the brief as you agree it with the client:
Roadrunner Logistics has opened three depots in a year. The CEO is still
approving the rotas. They need someone who can run the operation and prepare
for the next phase of growth. Use the attached brief. Candidates must have
managed multiple depots and be able to work in Birmingham three days a week.
Exclude the firms on the attached off-limits list.
Use the first result to refine the work:
The regional operations directors are closest to what we need. Find more
people with that experience. Check who had responsibility for opening new
depots, rather than joining after they opened. Keep our location requirement
and off-limits list.
See Create a candidate longlist or follow the step-up CFO example.
Requests for Partners
Find a reason to contact a prospect
Review this month's investment, acquisitions and senior moves in European
industrial technology. Identify companies that may need leadership appointments.
Show the news behind each suggestion. Keep confirmed appointments separate from
possible search opportunities.
Prepare for a client meeting
Prepare a briefing for my meeting with Acme Robotics' CEO about their first COO.
Use the attached company notes and our previous meeting summary. Include what
we know about the market for leaders who have opened factories, and questions
that will help us agree what the new COO needs to do.
Develop a market point of view
Help me prepare a pitch for Acme Software's first Chief People Officer search.
Use the attached client brief. Research the market for leaders who have brought
teams together after acquisitions. Explain where we could find them and which
requirements may limit the search. Include sources for the claims we could use.
Turn notes into a success profile
Acme Robotics needs a COO before its second factory opens. The brief says
"strategic" six times. Use the attached notes to draft clear requirements and a
success profile. Identify the decisions we still need from the client.
Compare shortlist trade-offs
Compare these three COO candidates against the agreed scorecard. Acme needs
someone who can open the second factory and improve the first. Show evidence
for both requirements and the questions we still need to answer.
Draft a client follow-up
Draft a follow-up to Acme's CEO from today's notes. Confirm the changes to the
brief, agreed actions and the next update date. List points we still need the
client to confirm without presenting them as agreed.
Turn research into a post
Draft a LinkedIn post from these acquisition notes. My view: boards spend
months choosing the deal and too little time choosing who will run the combined
business. Explain what they should consider. Include the sources for my review.
See Help for Partners.
Requests for Researchers
Create a target company list
Build a target company list for the Acme Robotics COO search. Use the attached
brief. Find manufacturers whose operations leaders have opened factories and
managed production in Europe and the US. Explain why each company fits and
give sources for the important facts.
Map a sector
Map UK logistics businesses with multiple depots. Group them by services,
company size and ownership. Show where we could find candidates for the
Roadrunner COO brief attached here. Identify parts of the market that need
more research.
Find target candidates
Find candidates on leading professional networking sites for the attached
Roadrunner COO brief. Use our logistics company map as a starting point. Include
other companies if their leaders meet the brief. Show evidence that candidates
managed multiple depots and opened new ones. Exclude the firms on the attached
off-limits list.
Research a person
Research the candidate in this LinkedIn profile and CV. Assess their experience
against the attached COO scorecard. Check which factories they helped to open
and what they did. Separate facts, their statements and your assessment.
Find gaps in a result set
Most of this longlist comes from large businesses. Find leaders who grew smaller
operations and still meet the brief. Keep the agreed location requirements and
off-limits firms. Show what they achieved and the evidence behind each suggestion.
Use your firm's earlier research
Find our previous operations leadership searches in industrial manufacturing
in Invenias. Show relevant companies, placements and colleagues involved.
Identify research we could reuse for the Acme Robotics brief attached here.
Check any old facts that would affect the new search.
This request uses your firm's Invenias connection. You can attach previous research or an export instead.
See Help for Researchers.
Requests for Associates
Turn a brief into an assignment plan
Prepare the Roadrunner assignment plan from the attached brief and meeting
notes. Include the agreed requirements, open decisions and actions. Name the
person responsible and due date where we agreed them. Identify conflicts
between the documents.
Prepare a candidate profile
Prepare a candidate profile for Alex from the attached interview notes,
LinkedIn profile and CV. Use our agreed structure. Mark claims that need
another source or confirmation from Alex.
Prepare a client update
Prepare the update for our next Acme meeting. The client has 20 minutes.
Include progress since last week, candidates to discuss and decisions we need.
Use the latest assignment notes and results in this conversation.
Turn a recording into actions
Create notes and actions from this Roadrunner call recording. Separate what
we agreed from what we discussed. "Friday might work" needs confirmation
before it goes into the diary.
Check assignment records
Review the Roadrunner assignment notes and this conversation. List missing or
conflicting people, company and assignment details we need to resolve before
the next client report.
See Help for Associates.
Requests for results
Refine a table
Add each candidate's current role, location and responsibility for factory
openings to this result. Show the supporting dates and sources. Mark anything
you cannot confirm.
Show patterns
Compare the longlist by current role and sector. Show the gaps in our coverage.
Use a chart if it helps us see where we need more research.
Prepare an export
- Open Results from Kaiya's menu.
- Select the saved result.
- Choose the columns you need.
- To export all records, clear the search, filters and selected rows.
- Select Export.
- Select Excel.
With a search or filter, the export contains matching rows from the first 1,000 rows loaded in Results. Ask Kaiya to narrow the result first when you need a different group.
See Work with results.
Requests that use Invenias
Invenias search, Invenias updates and assignment reports require Invenias.
Without Invenias, use professional networking sites, other online sources and attached files. Kaiya can also prepare a change table for manual entry or create a standard Word report.
Assignment reports also require access to Reports and one of your firm's templates. If you cannot see Reports, contact the Kaiya team at hello@kaiya.ai.
Search and analyse Invenias
Find people in Invenias with experience of running multiple logistics depots.
Compare their recorded experience with the attached Roadrunner COO criteria.
Show relevant previous assignments and notes from our team.
You can also ask Kaiya to search and analyse companies, assignments and programmes. See Search and analyse Invenias.
Prepare an internal report
Count candidates whose current stage is Interview across our active operations
leadership assignments. Group the counts by assignment and consultant. Count
each person once per assignment. List candidates on those assignments with no
recorded stage in a separate table.
Update an Invenias record
Update this candidate's current role and company in Invenias using the attached
interview notes and the record linked in this conversation.
Kaiya checks for possible matches and presents a plan for your approval. Find previous plans in CRM updates. See Update Invenias.
For related requests across a search, see Let Kaiya manage an assignment. Check Supported Invenias updates for actions and restrictions.
Create an assignment report
- Open Reports from Kaiya's menu.
- Select Create on one of your firm's templates.
- Choose the assignment.
- Choose a standard report setup.
You can change the options and save them as a new setup. Follow Create an assignment report to review, create and download the document.
Requests for documents and recordings
Create a Word document
Turn the agreed Acme COO success profile into a Word document using our
success-profile template. Keep the confirmed requirements and put questions
we still need the client to answer in a final section.
Create a spreadsheet
Create an Excel file from the target company result in this conversation.
Include company name, sector, headquarters, ownership and the source for each fact.
Summarise a recording
Transcribe this candidate interview and prepare notes against our scorecard.
Include their reasons for moving, compensation expectations and agreed
follow-up. Identify claims we still need to check.
Translate a client document
Translate this candidate profile into French for Roadrunner's Paris team.
Preserve the facts, figures and any uncertainty about the candidate's experience.
Keep company names and dates unchanged. Flag role titles that have no clear equivalent.
See Create messages, documents, spreadsheets and images and Use voice notes and recordings.
Requests for web research
Investigate a market question
Which warehouse automation businesses are expanding in Europe this year?
Compare their investment plans and likely leadership needs for our Acme pitch.
Include the source and date for each expansion plan. Mark leadership needs
as your assessment unless the company has announced them.
Read and compare reports
Read Acme Robotics' annual report at this link and compare it with last year's.
Prepare a Word briefing on changes in strategy, investment and risks. Include
source links and distinguish announced plans from your assessment.
See Research the web.
Requests for images
Create an article image
Create a wide image for our article about succession planning. Show two leaders
talking in a sunlit office. Use a photographic style and leave space on the left
for our headline. Do not add text.
Change an image
Change the background of the attached image to a pale grey office.
Keep the people, composition and lighting unchanged.
Requests for Instructions and Memories
Ask Kaiya to remember information during any conversation. You can also ask Kaiya to show, change or forget saved information.
Set an Instruction
Remember that my client updates should start with decisions needed,
then cover progress, risks and next steps.
Save a Memory
Remember for other conversations about the Roadrunner COO search: candidates
must be able to work in Birmingham three days a week.
Review Memories
Show me the Memories you use for my work so I can check, edit or delete them.
Tell Kaiya which client or assignment a saved fact concerns. Keep the full assignment evidence in the assignment conversation or Invenias.