MARKET RESEARCH
Build a quarterly insights board from tagged survey themes in Coda
On a schedule each quarter, this workflow reads all tagged survey responses, aggregates theme volumes and trend shifts, and writes a refreshed insights board to Coda.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule fires
- ActionRead tagged responses for the quarter from AirtableAirtable
- LogicAggregate theme counts, deltas, and top quotes
- ActionWrite refreshed insights board to CodaCoda
- OutputPost board link to SlackSlack
What it does
Once per quarter it pulls every classified survey response from Airtable, computes how many comments fell into each theme cluster, compares the mix against the prior quarter, and publishes a clean insights board in Coda with theme volumes, deltas, and representative quotes per theme.
When to use it
Use it when you already tag verbatims by theme and need a repeatable quarterly business review artifact. It replaces the spreadsheet-and-copy-paste ritual that eats an analyst's week before every QBR.
How it works
- 1A scheduled trigger fires at the start of each quarter.
- 2The workflow reads all responses from the Airtable theme table for the quarter window.
- 3Logic aggregates counts per theme, computes quarter-over-quarter deltas, and selects the top verbatim quote for each cluster.
- 4The assembled board (theme table, trend arrows, quotes) is written to a Coda doc.
- 5A Slack note links the team to the refreshed board.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect CodaDocs, packs, automations.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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