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AI agent for market research analysts

Survey Fieldwork Quota Monitor Agent

All quotas filled with clean responses by the fieldwork deadline

MonitoringQuality controlManagementScience and research
See how it worksGet access
Survey Fieldwork Quota Monitor Agent: what goes in, what the agent does and what you get

What it does

During survey fieldwork, quotas by age, region or customer type fill at different speeds, and some respondents speed through or give nonsense answers. Several times a day this agent pulls new responses. It removes speeders, straight-liners, failed attention checks and duplicate devices using your rules, then recounts quotas on clean responses only. When a quota falls behind the pace needed to finish on time, it drafts a boost request to the panel provider. When a quota is full, it drafts a close request. It also compares removal rates across panel sources and flags any source with far more bad responses. The analyst approves every message to the provider. At close, it delivers a clean file with a quality log. Edge case: one panel source with a much higher removal rate is flagged for review.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Scheduled fieldwork check 2 USES A TOOL Pull new responses 3 DOES Apply quality rules and remove bad responses 4 DOES Recount quotas on clean data 5 CHECKS THE RESULT Is every quota on pace to fill by the deadline? If not: draft boost or close requests and check againnext run. Back to step 2. 6 USES A TOOL Compare removal rates across panel sources 7 CHECKS THE RESULT Is every source's removal rate within the normalrange? If not: flag the source and draft a note to theprovider. Back to step 6. 8 YOU APPROVE Analyst approves messages to the panel provider 9 RESULT Clean data file and quality log at close
Read the steps as a list
  1. Scheduled fieldwork check
  2. Pull new responses
  3. Apply quality rules and remove bad responses
  4. Recount quotas on clean data
  5. Is every quota on pace to fill by the deadline?If not: draft boost or close requests and check again next run. Back to step 2.
  6. Compare removal rates across panel sources
  7. Is every source's removal rate within the normal range?If not: flag the source and draft a note to the provider. Back to step 6.
  8. Analyst approves messages to the panel providerThe agent waits here for your OK.
  9. Clean data file and quality log at close

How it decides

It removes responses that break quality rules, then compares each quota's clean count with the pace needed to finish on time.

  • Remove responses faster than the speed limit
  • Flag panel sources with high removal rates
  • Request boosts when a quota falls behind pace

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Speeder threshold (default one third of median time)
  • Quality rules
  • Check frequency
  • Quota plan

What keeps you in control

It always asks you first

  • Requests to the panel provider
  • Extending fieldwork

Hard limits

  • Never deletes raw responses
  • Never contacts the provider without approval

It stops when

  • Done: all quotas filled with clean data
  • Stop: a quota cannot fill by deadline; ask the analyst about relaxing it

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensOn day 3 of a 7-day field period, the 55+ quota had 140 of 300 clean completes, behind the pace of 43 a day. The pace check failed, so the agent drafted a boost request. The source check found one panel source with 31% removals against 8% elsewhere, so it flagged it. The analyst approved both messages. The quota filled on day 6.

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