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AI automation

Put recurring analysis on autopilot.

Automate competitive reviews, wave readouts and executive briefs, reviewed by your team before they go out.

Professional working on a laptop in an office

In short

AI for market research teams runs recurring analysis on a schedule: competitive reviews, wave readouts, feedback digests and executive briefs. In mTab, you describe the task in plain language, a Halo Flow runs it across connected sources, and your team reviews, edits and approves each output before it is shared.

The challenge

Much of an insights team's week repeats the work of the week before: the competitive roundup, the tracker readout, the product feedback digest. It matters, and it leaves less time for the analysis only people can do.

  1. 1

    Define

    Describe the recurring task in plain language: what to review, what to compare, who receives it and how often.

  2. 2

    Run

    The Flow runs on schedule across connected sources, using the same analysis Pulse uses.

  3. 3

    Review

    Output arrives as a draft with sources for your team to check, edit and approve before it is shared.

  4. 4

    Refine

    Adjust the Flow as stakeholder questions change, without rebuilding it.

Work teams automate

  • Weekly competitive review

    Launches, pricing moves and perception shifts across trackers and public sources, delivered every Monday.

  • Brand-health synthesis

    What moved by segment and attribute at each wave close, with drivers and recommended focus.

  • Product feedback digest

    Verbatims, reviews and support contacts grouped by theme and routed to product and quality.

  • Executive brief

    The week's priorities, why they matter and the team's recommendation, ready for review each Friday.

Platform capabilities

  • Weekly competitive review
  • Monthly brand-health synthesis
  • Product feedback analysis
  • Executive briefs
  • Market-change detection
  • Customer issue monitoring

Teams

Industries

Halo Reports and your research

Automation that runs on your research.

Halo Flows read the same survey data and reports your team maintains in Halo, so recurring readouts use established analysis rather than a separate data pipeline.

  • Flows draw on Halo Reports tables and trackers directly
  • Wave readouts and competitive reviews produced on schedule
  • Every output reviewed by your team before it is shared
Explore Halo Reports
Halo Flows editor with analysis steps and outputs

FAQ

AI automation: common questions.

Which insights tasks can be automated?

Weekly competitive reviews, monthly brand-health syntheses, product feedback analysis, executive briefs, market-change detection and customer issue monitoring.

Do automated outputs go straight to stakeholders?

No. Each output arrives as a draft with sources for your team to check, edit and approve before it is shared.

How is an automation set up?

Describe the recurring task in plain language: what to review, what to compare, who receives it and how often. Adjust it as questions change, without rebuilding it.

Want to see ai automation with your data?

Bring one tracker or study. We'll show you what Pulse would surface for your team before we meet.

Book a demo