CUSTOM AI AGENTS · Research & data
Survey synthesizeras part of your team.
Group themes. Summarize open responses. Document sample limitations.
Explore this agent for my team ↗01 · THE WORK, STEP BY STEP
How the task moves forward.
Information helps when it can be checked. We define questions, periods and sources for analysis that explains both findings and limitations.
- 01
Group themes
Builds themes from responses without changing their meaning.
- 02
Summarize open responses
Summarizes recurring ideas and includes examples that explain them.
- 03
Document sample limitations
Reports participation, available segments and questions with insufficient responses.
02 · ILLUSTRATIVE EXAMPLE
A situation that may feel familiar.
An academy organizes student feedback to review its service.
Illustrative scenario, not a customer case study or measured results.
GmailExampleCapture the brief and its conditions.
Google SheetsExamplePreserve each indicator’s meaning and avoid adding groups that may overlap.
Monthly report
| Indicator | Quantity | Interpretation |
|---|---|---|
| Registered tasks | 124 | It doesn't mean they're finished. |
| Delays | 18 | Review status and cause |
| Points requiring attention | 6 | Can coincide with delays |
Google SheetsExampleKeep the references and distinguish confirmed data from pending items.
Points for review
Items awaiting the report
Separate completed, open and blocked tasks. Link each delay to an owner and next action before drawing performance conclusions.
GmailExampleExplain the result and what is still pending.
03 · YOUR WAY OF WORKING
Fits the business you already have.
Context and tools
We start with your current documents, systems and channels. We assess feasible connections and define the permissions required for this specific task.
Improves with your feedback
Approved corrections are incorporated into instructions, examples or knowledge sources. We review changes before expanding the agent’s scope.
A clear way to evaluate
We agree on a representative sample and measure review time, errors, exceptions and output quality against the current workflow. Feasibility is decided using that evidence.
04 · COMMON QUESTIONS
Before getting started.
What information does this agent need?
Approved responses, questions and analysis segments. We review quality, currency and access before connecting the workflow. You do not need to replace all your tools to begin.
What will my team receive?
Survey synthesis with anonymized examples where appropriate. We agree on the format and delivery channel during setup, together with cases that need review.
Which decisions remain with people?
Conclusions are reviewed in light of data quality, coverage and uncertainty.
Can it coordinate with other agents?
Yes. We define what this agent hands to the next one and who handles exceptions. It can interact through Slack, WhatsApp, email or Microsoft Teams, depending on the integration and permissions we configure.
INDUSTRY APPLICATIONS
Where it could fit.
RELATED AGENTS
A team that works together.
Market researcher
Market report with references and limitations.
See tasks and example ↗Research & dataData cleanup assistant
Reviewable changes and an issue log.
See tasks and example ↗Research & dataReport analyst
Analytical summary with sources and open questions.
See tasks and example ↗START WITH ONE TASK
How would this fit your business?
Tell us how you do it today. We will define the scope, tools and controls with you.