Draft a UX research plan automatically with AI and your feedback

You describe your research goals in a form, and AI drafts research questions and methods for you to approve.

How the work actually flows

It repeats. Repeats changes requested; a person has to approve before it continues.

Pattern: Structured Loop (21)

flowchart TD trig>"you submit research goals"]:::trig s0["draft research questions"]:::task s1(("review and approve")):::human s2["refine questions and methods"]:::task s3[("write final research doc")]:::store trig --> s0 s2 --> s3 hg(("you approve or request changes")):::human s0 --> hg hg -->|"approved"| s1 hg -. "sent back" .-> s0 lp{"approval granted"}:::gate s1 --> lp lp -. "changes requested" .-> s0 lp -->|"finished"| s2 out[/"finished research plan document"/]:::out pay{{"faster research study kickoff"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA personA record or sheetRepeat or finishResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsEmail AutomationSurvey & Feedback
Connects
Google DocsGmail

The problem it solves

Planning a research study means turning a vague goal into specific questions and picking the right methods, and that first draft eats up hours you'd rather spend talking to users. Starting from a blank page is the hardest part.

Who it fits

UX researchers and product designers who plan studies regularly and want a faster starting draft.

How it works

  1. You submit your research goals through a form
  2. AI drafts a set of research questions
  3. You get an email to review and approve or request changes
  4. AI refines the questions and recommends the best method for each one
  5. AI writes the final plan into a formatted Google Doc
What you get

Research questions drafted before your first meeting

You get a draft set of research questions and a recommended method ready for your review.

What you get

A polished, ready-to-share Google Doc with your research questions, methods, and rationale.

What you need

A Google Workspace account and an AI API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Back to the AI Playbook