AI-Agents for Market Research

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

Draft Client Emails

Draft client emails about studies from team requests.

Your client email drafts are ready to review, with the tone and details your teammates requested. You decide what to edit and send.

Works with5 tools
Draft RFP Proposal

Draft research study proposals from buyer requirements and approved costs.

Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.

Works with4 tools
Send Client Packets

Send finished research findings to client contacts and report delivery gaps.

Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.

Works with5 tools
Send Daily Newsletter

Distill industry posts into a linked morning market brief.

Your morning inbox gets a short roundup of posts worth reading, based on topics you choose and linked to the originals.

Works with4 tools
Send Kickoff Welcome Email

Send research clients their study kickoff details and project plan.

Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.

Works with5 tools
Track Public Posts

Collect fresh public posts for weekly community and brand research.

Get a Monday table of new or changed posts from the public pages your team tracks, with source links and a clear list of pages the scraper could not read.

Works with5 tools
Import Excel to PostgreSQL

Add study records from Excel and report rows needing correction.

Get valid Excel rows into PostgreSQL and a chat report showing how many went in and what needs fixing.

Works with25 tools
Write Video Research Briefs

Extract linked findings from public talks and interviews for market studies.

Your team gets a short answer with video links and claims to check, without digging through long transcripts.

Works with8 tools
Draft Pivot SQL Query

Draft SQL that puts survey response categories into report columns.

Get a pivot SQL query back in the chat thread, with totals explained and columns matched to your database schema.

Works with15 tools
Draft SQL Count Queries

Draft SQL counts of respondents who meet a study's stated criteria.

Get a SQL count query in the chat thread, with a clear note on what it counts and which conditions it uses.

Works with15 tools
Add Missing Project Folders

Create missing study folders for active research projects.

Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.

Works with17 tools
Extract PDF Hyperlinks

Expose source links and page numbers in emailed research reports.

Get a clear list of links from PDFs sent to your review inbox. See the address, visible label, and page for every link.

Works with5 tools
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