Insight Works

From Scattered Data to Strategic Insight

After survey design and sample delivery, Insight Works helps our team turn raw datasets into toplines, cross-tabs, AI narrative, and polished client ready reporting as part of the service we deliver.

30+
analysis
4
reporting formats
<2 min
to first internal readout
Analysis Copilot
Live workbook reasoning
Research Lead

The problem

Survey analysis is broken

Four things every research team deals with. All of them handled through one internal analysis capability.

3 - 5 days

Manual analysis eats your week

Pivot tables, formula errors, formatting passes analysts spend more time wrangling Excel than finding insights.

No standard

Every report looks different

Each analyst has their own format. Clients get inconsistent decks. Brand and structure change with every project.

Zero narrative

Tables without story

Frequency tables tell you what happened. They don't tell you why, what it means, or what to do next. AI fixes that.

Siloed waves

Historical data goes nowhere

Last quarter's Excel sits in a folder. No one compares it to this quarter's. Trend analysis never happens.

Insight Works solves all four
What it produces

Four reporting outputs. One internal engine

From a 2-page quick summary to a 15-page research report, our team can use the same internal capability to support multiple client deliverables.

2–5 pages · automated

A complete overview of your survey zero manual work.

When we ingest your Excel, Insight Works helps our team assemble a structured report covering the standard analysis a research engagement needs: frequency tables, percentage distributions, central tendency, charts, and fieldwork quality stats.

  • Survey Summary Dashboard
  • Frequency Distribution Tables
  • Percentage & Proportion Analysis
  • Central Tendency (Mean / Median / Mode)
  • Distribution Charts (Bar, Pie, Line, Stacked)
  • Response Quality & Fieldwork Statistics
Frequency Distribution TableQ3. Overall Satisfaction
ResponseN%Cum%
Very satisfied
31241.2%41.2%
Satisfied
22830.1%71.3%
Neutral
13417.7%89.0%
Dissatisfied
648.5%97.5%
Very dissatisfied
192.5%100.0%
Total valid757100%
Mean: 3.99Median: 4Top-box: 41.2%
How it works

One project flow.Five connected states.

Scroll the delivery flow on the left. The active internal state stays pinned on the right so the journey reads like one continuous service workflow.

01

Dashboard

Project command center

Start from a live portfolio of studies, statuses, and previously generated outputs.

Project-level visibility replaces scattered folders and disconnected outputs.
Statuses, report counts, and study activity are visible before you open a file.
The user enters through portfolio context, not a blank workflow.
Active projectsVisible
Report historyLoaded
Portfolio statusLive
02

New Project

Capture objective + file

Upload the Excel, define the study objective, and let the internal analysis flow take over from there.

The system captures objective and file first, before forcing a report decision.
The uploaded sheet becomes the single source for later analysis and reporting states.
One project can feed multiple report outputs from the same data.
ObjectiveCaptured
Excel fileUploaded
Report modeDeferred
03

Analysis Screen

Core delivery view

Run blocks, inspect charts, watch the agent path, and build client-ready analysis from one surface.

Analysis blocks, live canvas, and agent activity stay visible at the same time.
Computed results become report-ready assets as soon as they are generated.
The internal workflow reads like an operating environment, not a one-shot report wizard.
BlocksRunning
CanvasUpdating
Agent pathTraceable
04

Report Generator

Shape the deliverable

Choose report depth, toggle sections, and add instructions before generation.

Report depth is chosen after the analysis exists, not before.
Sections can be toggled based on what the analyst or agent actually built.
Instructions turn the generator into a delivery control surface instead of a static export step.
SectionsConfigurable
InstructionsApplied
Output typeSelected
05

Export

Deliver instantly

Prepare the final client deliverable as PDF, PPTX, or a secure review link without leaving context.

Final delivery happens inside the same service flow with no context switch.
PDF, PPTX, and link outputs support different downstream client needs.
Previously built analysis is preserved all the way to the deliverable layer.
PDFReady
PPTXReady
Share linkReady
Dashboard

Projects

New project
Total projects
12
Reports generated
47
Rows analyzed
284k
AI Detailed
Customer satisfaction Q1 2025
Historical
Brand tracker March vs April
Basic
Product feedback wave 3
Create
Start a new analysis flow
The AI agent

Not a template.An analyst that runs itself.

It reads your data, understands your objective, and builds the analysis from scratch every time.

01Ingests your Excel

Reads every sheet, detects question types, maps response scales, and flags missing data.

02Understands the objective

Uses the study brief to decide which analyses matter — not just what the data has, but what the brief needs.

03Runs the analysis

Calls the right statistical tools in sequence — frequency, cross-tab, central tendency, segmentation — automatically.

04Writes the narrative

Drafts findings, highlights key patterns, flags anomalies, and structures the story for the intended audience.

05Delivers the report

Compiles everything into a formatted PDF or PPTX — ready to send to a client without touching a template.

Every capability. One instruction away.
Reads and maps any Excel survey format
Detects question types automatically
Selects analysis methods from the objective
Runs cross-tabs, TURF, Max-Diff on demand
Writes executive summaries and key findings
Flags statistically significant differences
Compares across historical waves
Structures output for the right audience
Insight AgentReady
Run cross-tab on Q4 by age group and region
Summarise the key dissatisfaction drivers in 3 bullets
Agent response
Cross-tab complete — 18–34 group shows +14pp satisfaction vs overall. Regional breakdown ready. Adding to report.
Ask the agent anything…
By the numbers
30+Analysis toolsFrequency to TURF to Max-Diff
4Report typesBasic · AI Detailed · Custom · Historical
<2mTime to first reportFrom Excel upload to PDF
15Pages, AI detailedWritten and structured by AI
6Months of historyWave-over-wave comparison
100%Automated formattingNo templates, no manual work
The output

What lands in your client's inbox.

Every report ships as a formatted PDF, a branded PPTX deck, or a shareable live link your choice at export time.

3–15 pages · print-ready

PDF Report

A fully formatted document with cover page, frequency tables, charts, and AI narrative. Prepared by our team for client delivery.

Why teams use it
Structured for stakeholder-ready reading
Combines charts, tables, and narrative in one file
Works well for formal client delivery and archive
Insight Works
Q1 2025
Basic Report · 4 pages
Customer Satisfaction Survey Q1 2025
Respondents
1,240
Completion
94.2%
Generated
Just now
Section 2 — Frequency Distribution · Q3
Very satisfied
41.2%
Satisfied
30.1%
Neutral
17.7%
Dissatisfied
11.0%
Mean:3.99
Median:4
Top-2:71.3%
Section 3 — AI Narrative
AI generated

Satisfaction improved from 71% to 78% Q-o-Q. 18–34 cohort gained +14pp. Dissatisfaction concentrated in 55+ at 17%.

↑ Top-2: 71.3%NPS: +3855+: watch
Ready when you are

Your next client readout
powered by our internal engine.

We use Insight Works behind the scenes to turn survey files into frequency tables, AI narrative, and polished client-ready reporting without slowing delivery down.

Proprietary internal technologyUsed inside AIM delivery workflowsBuilt for client service operations