AI for your role

AI for Insights & Research Analysts

Let AI do the gathering and coding so you can spend your time on the insight that reframes a decision.

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The shift

How AI is changing the Insights / Research Analyst role

In 2026, AI compresses the gather-and-summarize half of research — coding open-ended survey responses, synthesizing interviews, compiling competitive scans — from days into minutes. What concentrates in value is designing research that answers the real question, separating genuine signal from noise and bias, and turning findings into a recommendation the business acts on rather than a report it files.

What AI can take off your plate

  • Coding and theming open-ended survey responses
  • Transcribing and summarizing interview sessions
  • Compiling competitive and market scans
  • Drafting first-pass research reports and readouts
  • Generating hypotheses to test with further research

What stays distinctly human

  • Designing research that answers the real question
  • Separating genuine signal from noise and bias
  • Judging when a sample or method can't support a claim
  • Synthesizing into a clear, decision-ready story
  • Making the recommendation and standing behind it
Tools

Five AI tools for Insights & Research Analysts

Claude
Paste dozens of open-ended responses or a long transcript and get themes, tensions, and representative quotes you can verify and refine.
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ChatGPT
Draft a discussion guide, cluster survey verbatims, or turn a pile of findings into a tight executive readout.
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Dovetail
A research repository with AI that tags, themes, and summarizes qualitative data across studies so insights stay findable.
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Perplexity
Runs cited web research for competitive and market scans, with sources you can check rather than trust blindly.
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Notably
An AI-assisted analysis canvas for coding interviews and surveys and clustering them into shareable insight boards.
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Prompts

Five prompts to try today

Paste these into Claude or ChatGPT and replace the bracketed parts with your own details.

1. Theme open-ended responses
Here are open-ended survey responses: [paste]. Identify the main themes, estimate how common each is, pull a representative quote for each, and flag any surprising tension.
2. Design a discussion guide
I'm researching [question] with [audience]. Draft a 30-minute interview guide with open, non-leading questions, plus follow-up probes for the moments that matter most.
3. Pressure-test a finding
Here is a finding I want to present: [finding], based on [method/sample]. Challenge it for sampling bias, leading questions, and over-generalization, and tell me what I can and can't claim.
4. Turn research into a recommendation
Here are my key findings: [paste]. Restructure this around the decision it informs: lead with the recommendation, then the evidence, then the risks and open questions.
5. Synthesize multiple sources
Here are notes from [surveys, interviews, analytics]: [paste]. Triangulate them into one view, noting where sources agree, disagree, and leave gaps.
The playbook

Every AI play for Insights & Research Analysts

Your full AI playbook for your role — updated every week. Tap any card for a step-by-step walkthrough and examples.

✦  New AI plays are added every week — and go straight to subscribers in their morning brief. Skip the scrolling and get yours delivered free. Get my free brief →
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A day in your inbox

This is the kind of brief a Insights / Research Analyst gets, every weekday morning.
Monday morning
✦ Personalized for: Insights / Research Analyst
Data PlaybookWriting and debugging SQL
Fix the query that returns nothing

A query runs clean but returns zero rows. The bug is in your join or filter, not your syntax.

Claude  FREE  reads your SQL and spots the logic error

The old way
You re-read the same 40 lines six times and start commenting out WHERE clauses at random.
The AI way
You paste the query, the schema, and what you expected. You get the likely cause in one read.
This [Postgres/MySQL/BigQuery] query returns 0 rows but should return data. Schema: [paste CREATE TABLE or column list]. Here is the query: [paste SQL]. I expected [what you expected]. Find the bug. Check join type, filter order, NULL handling, and date ranges. Explain what is wrong and give the fixed query.

Why it works: Most zero-row bugs are an inner join that should be left, or a filter that drops NULLs. A second reader catches those fast. You keep control of the fix.

Your role, all in one place
  
Tools, prompts & tricks
Your full library, one tap away.
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Your playbook
Every entry, building each week.
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How AI is changing your role
Where your work is heading.
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