MARKET RESEARCH

Agent-authored JTBD research brief in Confluence

On a monthly schedule, an agent reads the full interview corpus, synthesizes the dominant jobs-to-be-done with evidence and gaps.

CategoryMarket Research
Enginepaperclip
Difficultyadvanced
Triggerschedule
Steps5
Setup~25 min

How it runs

The automated pipeline, trigger to output.

  • TriggerMonthly schedule
  • ActionLoad full theme corpusAirtableAirtable
  • ActionAgent synthesizes JTBD briefOpenAI
  • LogicHold if corpus too sparse
  • OutputPublish brief to ConfluenceConfluenceConfluence

What it does

Produces a stakeholder-ready research brief from the whole corpus, not a single call. An agent reads every logged interview theme and its quotes, reasons across them to identify the dominant jobs-to-be-done, where the evidence is strong versus thin, and which questions remain open, then writes a structured narrative brief and publishes it to Confluence each month.

When to use it

Use it when leadership needs a periodic, defensible synthesis of what customers are telling you, with cited evidence and explicit gaps, rather than a raw theme list. Best when your corpus is large enough that manual synthesis is the bottleneck.

How it works

  1. 1A monthly schedule triggers the run.
  2. 2The agent loads the full set of interview themes and quotes from the Airtable corpus.
  3. 3The agent synthesizes dominant jobs, ranks evidence strength, and flags open questions, iterating as it reasons over the data.
  4. 4A logic step holds publication if corpus coverage is too sparse for a credible brief.
  5. 5The finished narrative brief is published as a Confluence page for stakeholders.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect AirtableBases, tables, views, automations.
  2. 2
    Connect OpenAIModels, embeddings, files.
  3. 3
    Connect ConfluenceSpaces, pages, blueprints.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

Run this workflow in your colony.

14-day trial. No DevOps. No Sales call. Provisioned in under a minute.