AI Market Survey Analysis Agent

How Cassidy automates this using AI

Step 1: Trigger on survey close or scheduled pull

The Workflow activates when fieldwork completes or on a scheduled cadence, automatically ingesting response data from survey platforms like Qualtrics, Alchemer, or SurveyMonkey into Cassidy's Knowledge Base.

Step 2: Clean, recode, and weight the data

Cassidy applies data hygiene rules removing speeders and straight-liners, normalizing labels, deriving composites like Top-2-Box and NPS then executes rim/rake weighting to align the sample with target demographics by size, industry, and region.

Step 3: Generate cross-tabs with significance testing

The Workflow runs predefined banner plans across all key segments, automatically applying z-tests for proportions and highlighting statistically significant differences with base sizes and confidence intervals annotated.

Step 4: Code open-ends and extract themes

Cassidy's AI clusters verbatim responses into themes using topic modeling and sentiment analysis, then surfaces exemplar quotes for executive storytelling with Human-in-the-Loop review to refine the codeframe before finalizing.

Step 5: Benchmark against market norms

The agent joins client results with external benchmarks from sources like KFF or SHRM, flagging variance by industry and size band with significance indicators for context in renewal conversations.

Step 6: Assemble broker-ready deliverables

Cassidy auto-generates a branded PowerPoint deck with executive summary, key insights, and recommended actions plus a cross-tab book in Excel/PDF, an interactive dashboard, and a methodology appendix with full disclosure of weighting, stat tests, and limitations.