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Solutions/Industries/Marketing and advertising/Market research firms

AI workflows for market research firms.

Firms that study customers and markets for clients through surveys, interviews and data.

Who does this work

  • Research director
  • Project manager
  • Insights analyst

Updated 12 November 2026

Request this workflowBook a fit call
Examples of the workflows identified
  1. Design a customer feedback surveyIllustrative
  2. Draft a transcript of a recordingIllustrative
  3. Test whether a difference between two groups is realIllustrative

The workflows identified

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

Design a customer feedback surveyQuestionnaires are built to each client's study objectives, with screening questions, quotas and the analysis plan agreed before fieldwork starts.Illustrative · not built yet
Draft a transcript of a recordingInterviews and focus groups are transcribed with speaker labels so analysts can quote respondents accurately and anonymously in the client report.Illustrative · not built yet
Test whether a difference between two groups is realResults by segment or survey wave are tested so the client report separates real differences from sampling noise.Illustrative · not built yet

Workflow templates

No workflow template is written for this kind of business yet. Request one below and we reply about building it with you.

Request this workflow

Tell us the work you need and the team that does it. We reply by email about building 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 marketing and advertisingEvery area of the industry, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other kinds of business in this industry

  • Design studios
  • Graphic design firms
  • Marketing agencies
  • Public relations agencies
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