Customer research synthesis
- The workflow
- Organise permitted interview notes and survey responses into themes, showing the source material behind each finding.
- Human approval
- The research owner validates conclusions and reporting permissions.
Research and analytics / 3 workflow briefs
AI research and analytics use cases
Get from a business question to evidence someone can inspect. These workflows organise research, keep sources attached and make the definitions behind a report explicit.
Workflow possibilities for a diagnostic. Scope, feasibility and approvals are agreed for your systems before a build begins.
A practical first step
Bring one real example.
Start with a recurring question and the approved material used to answer it. Agree source access, reporting definitions and how the workflow should respond when the evidence is incomplete.
Workflows to scope with your team
Competitor research briefing
- The workflow
- Track selected public product, pricing and company updates and assemble a brief separating observed changes from hypotheses.
- Human approval
- The strategy owner checks sources before making decisions.
Read-only text-to-SQL analysis
- The workflow
- Translate a business question into a proposed read-only query against approved reporting tables and return results with definitions.
- Human approval
- The data owner sets access limits and reviews ambiguous measures.
Make it yours
Start with the work that keeps coming back.
Bring one repeated task, the systems it touches and the person who approves the result. We will map the handovers, check the evidence and scope a workflow around your team.