Automating Insights Workflows

Why swivel when you can recline? Make the system work for you.

Wednesday, Mar 25th at 12:00 PM ET

Introductory Presentation by Greenbook + Tech Demos with Live Q&A

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Insights work suffers when every project becomes its own custom build: new survey logic, a fresh sampling plan, another analysis workbook, another reporting template, another round of stakeholder handoffs. Without structure, speed turns into version chaos, QA risk, and a lot of hidden labor.

Instead of suffering through disjointed sequences of heroic one-offs, you can leverage platforms that treat research like a system. Workflow automation tools reduce “swivel-chair work” across the lifecycle: scoping and intake, questionnaire and discussion-guide building, sample sourcing and field monitoring, analysis and synthesis, reporting, and stakeholder delivery. Some do it through end-to-end suites and others through orchestration, but, either way, they enable you to swivel less and recline more.

The introduction of AI assistance to the workflow doesn’t replace judgment; it reduces the pressure that paralyzes good researchers within production work. Think of it as “practical acceleration,” such as:

Drafting instruments faster
Tagging and summarizing open-ends with traceability
Generating first-pass narratives
Surfacing anomalies early
Making knowledge searchable so you don’t pay twice for the same learning

Join us Wednesday, March 25th to learn what insights workflow automation platforms can do for you from the innovators who are maximizing their potential.

If you’ve ever felt like you are re-inventing the wheel with each project – or spinning wheels like a hamster – it’s time to get off the treadmill and see how workflow automation can help you make progress and achieve more.

Who should attend?

ResearchOps and enablement leaders building standardized, scalable workflows
Insights managers responsible for effectiveness across recurring deliverables
Agencies and research teams juggling multiple tools per study
Product, UX, and marketing teams desiring cleaner handoffs and faster synthesis

Greenbook's Guide to Technology to Automate Insights Workflows

Class

12pm ET

20 min

Technology to automate insights workflows overview
Types of solutions
Key features
Next frontiers
Other considerations when shopping for technology

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quantilope: Automating Mental Availability for Rapid Brand Growth

Demo

12:20pm ET

20 min

Traditional funnel metrics only tell half the story; true growth happens when your brand owns the mental triggers that prompt a consumer to shop in the first place. Join quantilope’s Solutions Consultant Hailey Nettler for a tech showcase on automating Better Brand Health Tracking (BBHT) to measure Mental Availability with scientific precision. You’ll discover how to move beyond static awareness scores to an AI-driven model that identifies the specific needs, emotions, and situations linking your brand to the category. By automating complex metrics like Mental Market Share and Network Size, this session demonstrates how to pinpoint the exact Mental Availability required to convert non-buyers, hold onto current buyers, and ensure your brand is the first one that comes to mind in the moments that matter most.
Key Takeaways:

Automate Mental Availability: Instantly calculate MMS, Mental Penetration, and Network Size without tedious manual analysis.
Actionable Insights: Move beyond surface-level awareness to understand the "why" behind consumer behavior and purchase intent.
Win the Moment: Use Mental Advantage analysis to optimize creative messaging and dominate category purchase triggers.

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Fuel Cycle: Research Infrastructure That Eliminates the Swivel

Demo

12:40pm ET

20 min

Join Kevin Row and Ken Reilly from Fuel Cycle as they demonstrate how purpose-built research infrastructure removes friction from insights workflows—from study launch to stakeholder delivery.

Together, they'll walk through real examples of workflow automation across the research lifecycle: faster instrument design, intelligent open-end analysis, automated quality checks, and seamless stakeholder handoffs. You'll see how Fuel Cycle's Curiosity OS approach turns research from a series of custom builds into a reliable system—one where you can recline more and swivel less.

What you'll see: