Consultants · Example workflow
Turn stakeholder interviews into a findings memo
Themes, disagreements, and quotes from 20 interviews, for internal review first.
Example request
We ran 20 stakeholder interviews for the client’s operations review. Using the Zoom transcripts and our interview guide, pull recurring themes with direct quotes, note where departments disagree, and separate what people observed from what they assume. Draft a findings memo for our team to review before anything goes to the client.
How the agent works through it
- Read the transcripts alongside your interview guide.
- Group themes with quotes and mark where departments disagree.
- Draft a findings memo that separates observations from assumptions.
What comes back
A findings memo where every theme links back to the transcript.
What needs your approval
Your team decides which findings and recommendations reach the client.
Sharing with others
Transcripts stay in the engagement project. The client sees only the memo you approve.