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Multi-stepClients

Turn individual answers into a shared understanding.

Collect structured feedback, explore ratings and themes, and ask your connected AI to publish a report from authorized responses.

A complete worked example

Turn consistent questions into an evidence-led report.

The product team wants to learn why new users hesitate during setup. Participants answer the same short questionnaire.

Fictional project and sample data. This preview does not submit, publish, or change access.

Team workspace
Product / Setup study / Evidence summary

Product team · illustrative result

Where setup becomes unclear

A small qualitative sample gives the team questions to investigate, not a population-wide estimate.

Sample
6 completed responses
Strongest theme
Unclear first action
Where setup becomes unclear · sample records
ThemeMentionsEvidence
First action unclear4 of 6R01, R02, R04, R06
Terminology unfamiliar2 of 6R03, R04
More examples wanted1 of 6R05

Interpretation

Try a clearer first-action label and a short worked example. Keep R05's request visible as a useful suggestion without presenting it as the majority view.

Select After follow-up to see what the next request changes.

What the recipient can access

An anonymized summary with references available to authorized researchers.

Kept out of this handoff

Participant contact details and unredacted answers.

How it runs

  1. Ask consistent questionsCombine ratings with open-ended questions so the team can compare responses without losing context.
  2. Explore the evidenceFilter responses by topic and chart ratings before asking your AI to summarize the findings.
  3. Publish a useful reportHave your connected AI query authorized records, cite response IDs, and publish a report with the same access restrictions.
  4. You getA consistent feedback form, a response table you can query, and a report in the same restricted project folder.

A prompt to start with

Copy this into your AI tool after connecting it to Fermium. Replace the bracketed details and let it ask for the context it needs.

Create a feedback form with participant reference, topic, rating, what worked, and what to improve. Keep responses in our restricted Research folder. Add a chart of ratings by topic. When I ask for a synthesis, use MCP to query completed responses, separate recurring themes from individual comments, cite record IDs, and publish an HTML report in the same folder. Do not include identifying information unless I explicitly request it.

What this workflow needs

AI synthesis runs through your connected AI tool when you request it. Access to the report should be reviewed before sharing, especially if it contains quotations or personal information.

Can the AI analyze only the new responses?

Yes. Save the database change cursor after processing, then request changes after that cursor on the next run. Fetch affected records under the same user's permissions.