Sales & MarketingSimple automationOne job done end to end in a single path: a trigger, then a short fixed sequence of actions across 2–3 apps (a reminder flow, form to CRM, a scheduled report). Simple automations are usually live within days.

A thousand open answers, one clear report

For: Market research boutique

Typical impact

Analysis time down 85%

Market research boutiques drown in open-ended survey answers. An AI clustering pipeline surfaces themes, representative quotes and sentiment splits from thousands of raw responses, then auto-builds the client slide deck, typically cutting analysis time by about 85%.

Typical results

6 hrs

Raw export to deck, down from 40

100%

Responses read, up from a 30% sample

8/mo

Studies per analyst, up from 3

Figures reflect typical results for this kind of automation.

The challenge

Open-ended questions produced the richest insights and the worst bottleneck: a thousand free-text answers meant a week of manual coding in spreadsheets. Under deadline pressure, analysts often read a 30% sample and extrapolated, quotes were cherry-picked from whatever was memorable, and two analysts coding the same study could reach noticeably different themes.

Before and after

Before With the automation

Hours from raw data to deck

−85%
40 hours
6 hours

Studies per analyst per month

2.7×
3 studies
8 studies

Responses actually analyzed

3.3×
30%
100%

The automation

We built a pipeline that ingests the raw survey export and runs every open answer through an OpenAI clustering step. It groups responses into themes, sizes each theme, splits sentiment within it, and pulls three representative quotes — verbatim, with respondent segment attached. The analyst reviews the clusters, merges or renames where judgment matters, and the system then auto-builds the client-ready slide deck in the boutique's template, one theme per slide with charts and quotes placed.

How it works

  1. 01

    Export ingested

    The raw survey file is uploaded and every open-ended answer enters the pipeline — no sampling.

  2. 02

    AI clusters themes

    Responses are grouped into themes, each theme sized, with sentiment split inside it.

  3. 03

    Quotes surfaced

    Three verbatim representative quotes per theme, each tagged with the respondent's segment.

  4. 04

    Analyst judgment

    The analyst reviews clusters, merging or renaming where expertise matters — minutes, not days.

  5. 05

    Deck auto-built

    Client-ready slides render in the boutique's template, one theme per slide with charts and quotes placed.

Starts from

  • Raw survey export
  • Open-ended answers

Delivers

  • Themes & sentiment splits
  • Representative quotes
  • Client-ready deck

The impact

Analysis time per study dropped 85% — from roughly forty hours to six — and every single response is now read, not a sample. Analysts handle eight studies a month instead of three, and clients get consistent, quantified themes with real verbatim quotes instead of anecdotes.

Questions about this automation

Does the AI read every response or just a sample?

It reads every open-ended answer in the export. Responses are grouped into themes, each theme is sized, and sentiment is split within it. For each theme, the pipeline pulls three verbatim quotes tagged with the respondent's segment, so the quotes come from the data instead of whatever an analyst happened to remember.

Where does the analyst's judgment come in?

After clustering, the analyst reviews the themes and can merge or rename them where expertise matters. Only the reviewed structure goes into the report. The team keeps the speed of AI clustering while the final interpretation stays with a researcher, and results stay consistent between analysts working on the same study.

What does the finished output look like?

The system builds a client-ready slide deck in the firm's own template, with one theme per slide, a chart of its size and sentiment split, and the representative quotes placed. It works from a standard survey export file. Simple automations like this are usually live within days once the deck template is set up.

Sales & Marketing

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