Halo Flows
Enterprise intelligence on autopilot.
The competitive review, the wave readout, the executive brief. Work your team repeats every week can now happen automatically, with review built in.
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trigger
Manual trigger
Brand · Segment · Model
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Analysis
Analyze satisfaction
Owner study · CRM · reviews
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branch
Choose document type
Summary or detailed?
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Output
Marketing brief
Review → send to brand
Output · Marketing brief for a mid-size SUV
Primary marketing goal
Raise the model's driving-enjoyment perception from 15% to 20% share of purchase-reason importance to support sales growth.
15% of owners rank it first, eight times the segment average.
Rated 6.6 against a segment average of 7.1; a messaging and product consideration.
From trigger to approved output, in four steps.
Each Flow coordinates the work across data in Halo and your connected systems, and a person approves the result before it goes out.
- 1
Trigger
Run a Flow manually, on a schedule, or when something happens in a connected system.
- 2
Look across sources
The Flow reads survey data in Halo and data from connected systems: CRM, experience platforms, documents, market sources.
- 3
Analyze and draft
Established analysis runs first. AI then synthesizes and drafts the brief, report, recommendation or next step.
- 4
Review and route
A person reviews and approves. Higher-stakes decisions pass through a checkpoint; routine ones route straight to the team or system that needs them.
Flows teams run
Recurring analysis, delivered on schedule.
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Weekly competitive review
Launches, pricing moves and perception shifts across trackers and public sources.
- Runs
- Every Monday, 6:00
- Delivers
- Brief to strategy and brand
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Monthly brand-health synthesis
What moved by segment and attribute, with drivers and recommended focus.
- Runs
- Wave close
- Delivers
- Decision brief and slides
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Product feedback analysis
Verbatims, reviews and consumer-care contacts clustered by theme and model.
- Runs
- Daily
- Delivers
- Themes to product and quality
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Executive brief
The week's priorities, why they matter, and the team's recommendation.
- Runs
- Friday, 15:00
- Delivers
- One-page brief to leadership
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Market-change detection
Significant movement in a tracked metric, checked against history before anyone is notified.
- Runs
- On new data
- Delivers
- Alert into Pulse and Slack
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Customer issue monitor
Emerging complaint themes routed to the owning team with the evidence attached.
- Runs
- Hourly
- Delivers
- Case to CX in Salesforce
Natural-language workflow authoring.
Tell Halo what the Flow should accomplish and use AI to shape, adjust and refine the steps, while governance, review and control stay in place.
Delivered into the tools your teams already use.
Bring mTab intelligence into Salesforce, Qualtrics, Slack, email and more. A Flow's output can be a brief, a report, a recommendation or a downstream action.
Configured with mTab's Data Solutions team.
mTab's Data Solutions team designs and configures your first Flows around the work your team already does, so the first run replaces a real report.
FAQ
Questions about Halo Flows, answered.
What is a Halo Flow?
A Halo Flow is a governed AI workflow for market research automation: it produces a recurring output, such as a competitive review, brand-health synthesis or executive brief. It reads data in Halo and connected systems, runs established analysis first, drafts the output with AI, and routes it for review.
How are Flows triggered?
Manually, on a schedule, or when something happens in a connected system, such as new tracker data arriving.
Does a person review Flow outputs?
Yes. A person reviews and approves. Higher-stakes outputs pass through a checkpoint; routine ones route straight to the team or system that needs them.
Where can Flow outputs be delivered?
Into the tools teams already use, including Salesforce, Qualtrics, Slack and email. An output can be a brief, a report, a recommendation or a downstream action.
Which report does your team rebuild every week?
Tell us, and we'll show you the Flow that replaces it.