AI-Agents for Market Research

Agents help market research firms gather reliable findings and give researchers more time to interpret them.

Draft and Send Proposals

Draft study proposals with scope and approved costs.

Your prospects receive branded business proposals based on their emails and the pricing rules you set.

Works with5 tools
Post Competitor Review Alerts

Bring rival product reviews into the team's research discussion.

Your team gets competitor review alerts in its discussion channel. Each alert shows a rating and useful customer feedback, with a link to the review.

Works with17 tools
Summarize Signed Agreements

Share study scope and delivery promises from signed client agreements.

Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.

Works with10 tools
Analyze Chart Images

Summarize new survey charts so researchers can spot trends worth checking.

Get a short email with the main findings from new chart images in your shared report folder, plus visible changes and questions worth checking.

Works with24 tools
Merge Report PDFs

Merge research report pages into one PDF and return its link.

Your teammates get a combined report PDF in their requested page order, with a link back in the email thread.

Works with8 tools
Send Client Welcome Email

Welcome research clients with study details and a shared folder link.

Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.

Works with24 tools
Send Client Welcome Email

Send new research clients their study scope and kickoff steps.

Your new client gets a personal welcome after signing, with clear first steps and a link to share files.

Works with24 tools
Transcribe Voice Recordings

Transcribe recorded interviews so researchers can review each response.

Get an editable transcript back in the same email thread. Review speaker turns and unclear speech at marked times.

Works with8 tools
Export Airtable Views

Export filtered study records for partner handoffs with a row count.

Your partner handoff uses the columns and rows you prepared in your saved view. The CSV arrives by email with a row count and field notes.

Works with13 tools
Log New Reviews

Log new local business reviews with links for market studies.

Get new public reviews in your research log and inbox after each morning scan, without duplicate emails for reviews already logged.

Works with5 tools
Send Report Newsletters

Send approved report findings to subscribers by interest.

Your subscribers get report highlights matched to their interests, while you get the final newsletters and a group-by-group send summary.

Works with9 tools
Track Organization Posts

Track company announcements and edits for market studies.

Get a Thursday email showing new and edited announcements from the public organization pages you follow, with dates and links to the posts.

Works with24 tools
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