What is Waldo?
Getting smart quickly on a new client, market, or trend is fundamental to effective strategy, but the manual research process can consume valuable hours. You need reliable insights fast to build winning pitches, develop robust brand strategies, and inform creative work. Waldo provides a dedicated AI research assistant, built specifically for the demands of agencies and brands, designed to deliver the high-quality insights you need without the guesswork or time sink of traditional methods.
Key Capabilities
Waldo is equipped with features designed to streamline your research workflow and deliver strategic insights efficiently:
🤖 Automate Strategic Workflows: Execute complex research processes, like Brand Audits or Competitive Analyses, using pre-built or custom workflows crafted by experienced strategists. This allows you to apply proven frameworks consistently and get comprehensive outputs in minutes, not hours.
📊 Access Differentiated Data: Go beyond the open web. Waldo pulls insights from major social media platforms (Facebook, Instagram, X/Twitter, LinkedIn, Reddit, TikTok), social ad libraries (Meta, LinkedIn, Google), and integrates with your existing paywalled data sources. This provides a richer, more relevant data foundation for your strategy.
🎯 Control Your Sources: Refine your research by specifying date ranges, domains, geographic regions, or integrating specific data providers. Waldo meticulously cites all sources, including publication dates, offering transparency and enabling you to quickly verify and explore the origin of any insight.
🤝 Facilitate Team Collaboration: Work together on research projects within a private workspace. Highlight key findings, collaborate in real-time, and export your research directly into common formats like Google Docs, Slides, Word, PowerPoint, or PDF, simplifying reporting and sharing.
🛡️ Ensure Data Privacy: Your research and inputs remain confidential within your organization. Waldo is designed so that none of your proprietary information or queries are used to train AI models.
⏰ Track Time Savings: Waldo estimates the time saved on each project compared to manual methods, helping you demonstrate efficiency gains and understand the impact on your team's productivity.
Practical Applications
See how Waldo can integrate into your daily strategic work:
Winning New Business Pitches: Imagine you have a tight deadline to pitch a new client in a vertical your team is less familiar with. Instead of spending days sifting through articles and reports, use a pre-built workflow like "New Vertical Deep Dive" in Waldo. It quickly gathers market context, audience trends, competitive landscape data from social and ad libraries, and relevant news, providing a comprehensive foundation for your pitch narrative in just a few hours.
Developing Comprehensive Brand Strategies: When building or refining a brand strategy, you need a clear picture of the competitive environment, consumer sentiment, and market positioning. Deploy a custom "Brand Strategy Audit" workflow in Waldo that incorporates data from social listening, ad creative analysis, and insights pulled from your subscribed data providers. This allows your team to quickly surface key opportunities and challenges, informing strategic recommendations with data-backed confidence.
Responding to Ad-Hoc Client Requests: A client asks for an urgent update on a specific trend or competitive activity mentioned in a recent report. Use Waldo's precise source control and search capabilities to quickly query specific domains or date ranges, pulling relevant snippets and data points. You can then collaborate with a colleague to synthesize the findings and export them into a shareable document within minutes, providing a rapid, informed response.
Waldo provides agencies and brands with a dedicated, strategy-focused AI research assistant. By automating complex workflows, accessing diverse and relevant data sources, and providing granular control and collaboration tools, Waldo helps your team conduct high-quality research faster and more efficiently. This allows strategists, account teams, and creative professionals to focus on applying insights and delivering greater value to clients.





