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Collect paged research data in a sheet and flag missing fields.
Your morning extract arrives in a shared table, with missing values marked and a chat message pointing to records that need review.
Distill new market developments into a dated, sourced digest.
See the developments that matter in a daily trend digest, with dates and source links in your spreadsheet.
Send approved study invitations and log skipped contacts.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Build sourced comparison tables from research links and mark missing data.
Your research findings arrive in a source-linked table, with missing facts and unreadable pages clearly marked.
Track changes in public market listings and email researchers the findings.
See what's new across the website sections you watch, with a table of listings and an email that flags changes or pages needing a closer look.
Draft study proposals with scope and approved costs.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
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.
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.
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.
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.
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.
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.