• AI-Agent
  • Ready to Run

Write Customer Research Report

Turn ready interview batches into sourced themes and story angles

Use this Agent instantly or customize it - no programming needed

Write a cited report for each ready interview batch
Reads
  • Batch status
    Batch status

    Your content lead changes a batch's status to Ready when its interviews are ready for review.

  • Batch brief
    Batch brief

    Your batch page states the research question and the audience for the report.

  • Interview notes
    Interview notes

    Your linked notes or transcripts provide customer statements and a page link for each interview.

  • Public sources
    Public sources

    Public pages help you check factual claims raised in the interviews.

  • Report preferences
    Report preferences

    You choose the report outline and whether customer names may appear.

Customer interview workspace
Customer interview workspace

monday.com holds each batch and its interview notes. It receives the report and provides access to public pages.

Is the research question or interview text missing?YesNo
Leave a note naming the missing material on the batch page
Writes
  • Missing-material note
    Missing-material note

    Your batch page names the missing question or interview text, so you can complete the batch.

Group recurring needs and preserve disagreements
Check background claims against public pages
Write the cited report and mark the batch Reported
Writes
  • Customer research report
    Customer research report

    Your batch page holds cited themes, disagreements, checked context, unresolved claims, and story angles.

  • Reported status
    Reported status

    Your batch shows Reported after the cited report appears on its page.

This Agent starts when you mark an interview batch Ready. It reads the notes and checks public claims. It writes a cited report with story angles on the batch page.

Modify Agent

Customize this Agent to fit your needs using natural language.

Start Agent for Free

Enter your email address and we will send you a secure link to continue.

monday.com
Used as:
Show all Agents working with monday.com

Made for your industry

Write Customer Research Report is made for businesses in these industries.

Made for your role

Write Customer Research Report is made for people in these roles.

Made for your department

Write Customer Research Report is made for people in these departments.

How Write Customer Research Report works

5 steps, in order, on every run.

  1. Read the interviewsRead the batch question and linked notes. Keep each observation tied to its interview page.
  2. Find themes and disagreementsGroup needs across interviews and count the interviews behind each theme. Preserve opposing views and outliers.
  3. Check public claimsSearch public sources for background claims. Flag anything the sources cannot verify.
  4. Draft the qualitative research reportAnswer the research question with interview citations and checked context. Suggest story angles supported by the findings.
  5. Update the batch pageWrite the cited report on the batch page and mark it Reported. Note gaps that need the content lead's review.

How to Get Started

Connect your tools

Connect monday.com, the tool this Agent works with.

1 tool
Set your rules
  • Create a customer interview batch database with a Ready status and a page for each batch containing its research question, intended audience, and links to text interview notes or transcripts.
  • Give the Agent access to the batch database and linked interview pages, permission to edit batch pages, and web access for checking public claims.
  • Choose the content lead's preferred report outline and whether customer names may appear in the report.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Write Customer Research Report:

What do I need to set up before a batch runs?

Create a batch database with a Ready status and link readable interview notes. Include the research question and audience. Grant page and web access, then choose an outline and naming preference.

What happens when interviews disagree?

You see the competing views in the report, with links to their interview pages. You can review any unclear quote or missing context.

How does the Agent handle claims it cannot verify?

You see unverified claims labeled in the report. The report leaves them out of its story angles so you can check them.

What if the batch lacks notes or a research question?

You get a note on the batch page naming what's missing. Add the research question or interview text before the report can be completed.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

Related Agents

Agents related to Write Customer Research Report

More ready-to-run Agents for connected work.