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Solutions/Functions/Design and user experience/UX and product design/User research and usability testing

AI workflows for user research and usability testing.

Planning and running research with real users, from interview guides to usability tests, and recording the experience before a redesign.

Who does this work

  • User researcher
  • Usability analyst
  • Research operations coordinator

3 workflow templates ready to adapt, and 4 workflows identified.

Updated 12 November 2026

Request this workflowBook a fit call
Examples of the workflows identified
  1. Plan a user research study
  2. Plan and run a usability test
  3. Record the current experience before a redesign
  4. Write a user interview guideIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Plan a user research studyA study plan with the questions, existing evidence, method options and hours, participant criteria and analysis approach.Workflow templatePlan and run a usability testA session plan with participant criteria, plain-word tasks, neutral prompts, an observation sheet and how success is counted.Workflow templateRecord the current experience before a redesignA page and pattern baseline of the existing site for the design lead, with content and design observations.Workflow template
Write a user interview guideA neutral discussion guide with screening criteria and a note structure.Illustrative · not built yet

Workflow templates

Current experience baselineBefore a redesign, the design lead gets a baseline built from the captures and page list they supply: each page read with its content and design observations, the patterns that recur, and the pages outside the evidence. The lead confirms the baseline and sets the scope.Workflow templateUsability test session planBefore a prototype or a confusing flow goes in front of users, the research lead and product owner hold one plan: who to recruit, the tasks in plain words, the neutral prompts, a blank note sheet and how success is counted. Recording and data handling are listed as decisions.Workflow templateUser research planWhen a design decision needs user evidence, the research lead gets one study plan: what the team needs to know, what evidence already exists, method options with their hours, participant criteria, permissions needed, how answers will be read and what the study cannot establish.Workflow template

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Tell us the user research and usability testing work you need and the team that does it, and we build the workflow with you from your own procedures.

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Related reading

  • ArticleA workflow, an automation tool or an agent: what this piece of work needsAn automation tool moves data, an agent acts alone, a workflow carries your team’s judgment. One signed contract three ways, and five questions to choose.Read
  • ArticleWhat happens on a fit call, and what you leave withA 30-minute fit call is the first working session in your plan: your teams laid out, their repeated work marked, a named next step. No card needed.Read
  • ArticleYour current AI platform, specialist software or a built workflow: how to chooseCompare three routes for one client-status update: your AI platform as it comes, specialist software or a built workflow. Criteria and a checklist.Read
  • ArticleA plan before agents: decide what each team should do with AI firstPlan by team before you buy or build agents: about five workflows for each team, the work between teams, the roles that do it, one owner each and what to build first.Read

Where to go next

All of UX and product designThe broader area this belongs to, with its workflows.All of design and user experienceEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Also within UX and product design

  • Accessibility reviews
  • Design systems

Other areas of design and user experience

  • Graphic design
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