Owners and advisers often know what they should be thinking about and rarely have the hours to do it. This is AI for business strategy that works from your files: the template installs three employees in Biilda, a Researcher, an Analyst and a Strategist, that work only from documents in a folder you grant. There are no connectors and no live lookups.
It suits owners, consultants and operators with plenty of paperwork. Biilda is a free desktop app (Windows and macOS) in which you describe what you want in chat and it builds AI employees (an AI agent with a job, in its terms), skills and scheduled tasks.
What this template does
A three-person research and strategy team working entirely from the documents you grant it — no connectors, no live lookups.
The Researcher answers a question you give it by reading the relevant granted documents and producing a cited brief: fact, inference, and assumption kept clearly separate, with every claim traced to its source file.
The Analyst reads your spreadsheets and exports and, every Monday at 08:30, writes a weekly business review — what moved, why, and what to watch — after sanity-checking the numbers and looking past surface-level correlations.
The Strategist reviews business plans against an investor-grade checklist and generates scored idea sets on request, commissioning research from the Researcher and numbers from the Analyst when a review or idea set needs them.
All three work from your own documents and general knowledge only — none of them can fetch live data, and each says so plainly when a question needs a number only you can verify.
How do the researcher, analyst and strategist work together?
They split the thinking three ways. The Researcher takes a question, reads the relevant granted documents and writes a brief that keeps fact, inference and assumption apart, with each claim traced to a source file. The Analyst reads your spreadsheets and exports and, on Mondays at 8:30, writes a weekly business review: what moved, why, and what to watch.
The Strategist is the one that leans on the others. It reviews a business plan against an investor-grade checklist, or generates ideas and scores them to a ranked top five, and when it needs sources or figures it asks the Researcher or the Analyst. Their answers are folded in on its next run. Alone, each role is the researcher, business analyst or strategist template. Client-facing teams may prefer AI for consultants.
What do you need to set it up?
No connectors. A folder with your documents, spreadsheets and plans.
- Download Biilda and open it.
- Open Templates and find Strategy & Research.
- Add it in one click.
- Grant the folder with your computer's own folder picker, and put your business context in it.
- Review what was installed, then switch on what you want. Employees and tasks start off.
It costs nothing to download and carries no subscription. Credits start at $20 and each task uses what it uses; analyzing a business plan is set to Best, and the other tasks to Balanced (pricing).
What can you change?
Your own documents are the biggest lever: the Idea generation skill reads business context from the folder, so a short note on budget, team and market makes the ranked five about your business. Beyond that, the Weekly business review can move off Monday at 8:30, and the Analyst can point at a different exports folder. For a first pass on a short plan, put Analyze business plan on Balanced.
What does it not do?
Nothing here fetches live data, so a question that needs a number only you can verify gets flagged instead of answered. The three work from your documents and general knowledge, which makes the output a structured opinion and not market research. They decide nothing: what comes back is briefs, reviews and ranked lists for you to weigh. Scheduled tasks run only while Biilda is running.
Updated October 6, 2026 · 2 min read