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Meta assistant: automating research workflows for speed and consistency

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The Meta assistant ecosystem can run a full research pipeline—from capture to analysis to synthesis—while keeping memory, safety, and governance in check. This guide shows how to wire together Llama models, Stack components, and safety tools so your team can move from ad-hoc digging to repeatable, auditable workflows.



The goal is a repeatable research pipeline.

A robust pipeline turns scattered queries into standardized steps with versioned outputs. The blueprint below covers capture → ingest → retrieve → plan → synthesize → archive.

Stage

Primary tool

What happens

Why it matters

Capture

Meta assistant (mobile, web, glasses)

Jot questions, add voice notes, snap figures from papers.

Continuity across devices with opt-in memory.

Ingest

Llama 3.2 vision utilities

Parse PDFs, figures, tables, screenshots.

Structure raw material for retrieval.

Retrieve

Llama Stack RAG recipes

Index folders, split text, ground answers on citations.

Grounding prevents drift and hallucination.

Plan

Stack agent runtime

Decompose tasks, call tools, parallelize sub-queries.

Throughput and traceability via step graphs.

Synthesize

Assistant + Stack

Merge evidence, contrast claims, export tables.

Decision-ready briefs, not just summaries.

Archive

Projects + storage

Pin sources, version outputs, log prompts.

Compliance and future reproducibility.



Capture and triage should be effortless across devices.

Use the Meta assistant on phone, desktop, or glasses to capture ideas and artifacts the moment they appear. Enable memory so the assistant can retain approved facts (project names, abbreviations, canonical sources) but keep it scoped to research chats only.


Checklist for clean capture:

  • Title every thread with a project tag (e.g., EDU-BURNOUT-R1).

  • Add one-line objectives at the top of each note for future disambiguation.

  • Use voice notes when moving; attach a quick photo of whiteboard diagrams or paper figures.

  • Store dataset paths and acronyms as explicit facts in memory to reduce friction later.



Ingestion should convert messy files into structured units.

The Llama 3.2 vision parsers extract text, tables, and captions from PDFs and images, turning them into semantically chunked units.

Good ingestion hygiene:

  • Split long PDFs by section; aim for 1–2 k tokens per chunk.

  • Preserve table headers and figure captions; they become strong anchors for retrieval.

  • Normalize dates, units, and entity names (e.g., organizations) at ingest time.


Mini schema for parsed chunks:

{
  "doc_id": "...",
  "section": "Methods",
  "span_tokens": 1350,
  "entities": ["teacher", "burnout", "RCT"],
  "tables": [{"name":"Table 2","columns":["N","Effect","CI"]}],
  "figures": [{"id":"Fig.3","caption":"..." }]
}


Retrieval should favor grounded answers over clever prose.

Wire Llama Stack RAG components so every answer cites specific chunks. Use hybrid search (sparse + dense) and re-rank top-k passages with a lightweight cross-encoder.

Retrieval rules that work:

  • Keep k modest (e.g., 8–12) and re-rank to 3–5 final passages.

  • Penalize duplicate domains to widen perspectives.

  • Require direct quotes in early drafts; allow prose only at synthesis.



Planning and orchestration should run as explicit step graphs.

The agent runtime in Stack turns a complex question into a graph of steps with clear dependencies. Prefer parallel branches when sources do not overlap.


Planning template:

Objective: decide X for cohort Y
Steps:
  S1: map prior reviews (YYYY–present)
  S2: extract interventions & effect sizes
  S3: find counter-evidence (negative or null results)
  S4: synthesize with confidence ratings
Constraints: peer-review first; preprints tagged; region = US/EU
Deliverables: 200-word brief + CSV evidence table + risks list

Execution tips:

  • Cap the branching factor to avoid explosion; merge weak branches early.

  • Tag each step with metrics: novelty %, citation dispersion, evidence strength.



Safety and governance must be first-class, not add-ons.

Use Purple Llama and Llama Guard to enforce input and output policies. Put guards before web fetches (to block unsafe queries) and after synthesis (to catch sensitive output).

Control

Where to apply

Purpose

Input moderation

Before retrieval

Block unsafe or disallowed fetches.

Attribution rules

Before synthesis

Force quotes + links for claims.

Output moderation

After synthesis

Screen for privacy, bias, security.

Audit logging

Everywhere

Keep prompts, sources, versions for audits.



Token budgeting keeps the system fast and predictable.

Think in tokens. Each extra branch, passage, or quote consumes budget.

Budget lever

Target

Effect

Chunk size

1–2 k tokens

Higher hit-rate in re-ranking.

Top-k passages

8–12 → 3–5

Reduces synthesis clutter.

Quote density

Early: high → Final: moderate

Strong grounding, lean summary.

Cache reuse

≥ 60%

Lower cost, higher stability.

Practical rule: compress early outputs into bullets or JSON; reserve narrative prose for the final brief.


Deliverables should be decision-ready and easy to verify.

Ask for two artifacts every time: a short brief and a machine-readable table.

Brief skeleton (≤ 200 words).

  • Context: why this matters now.

  • Findings: top 3–5 claims with strength.

  • Contradictions: what doesn’t fit and why.

  • Next steps: experiments, data gaps, or policy moves.


Evidence table columns.

Claim

Population

Method

Effect

Top source

Counter-evidence

Confidence


Offline and edge workflows keep momentum when the network is flaky.

Run Llama 3.2 small variants on laptop or handset to triage papers in transit. Sync parsed chunks to the central index once online. This preserves privacy and continuity without blocking progress.


A worked example shows the pieces in motion.

Question. What interventions reduce teacher burnout in large urban districts since the last three years?

Plan.S1 map systematic reviews → S2 extract intervention types and effect sizes → S3 search for contradictory trials → S4 synthesize with confidence and risks.

Output.A 200-word brief plus a CSV listing study, N, method, effect, confidence, caveats, and links.



The bottom line is disciplined structure over one-off cleverness.

With structured capture, clean ingestion, grounded retrieval, explicit plans, and built-in safety, the Meta assistant stack produces faster, truer, and more reusable research. Start small—pick one project, enforce the templates above, and measure novelty, re-use, and token cost every week until the pipeline hums.


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