A scope-of-work workspace for research engagements (market research, user research, academic research) covering research questions, methodology, sample size, deliverables, and analysis-and-synthesis support with the AI Research Agent in Taskade.
What's Included
- Research Questions: Primary and secondary questions with hypotheses where applicable.
- Methodology Scope: Quantitative, qualitative, mixed; sample frame, recruiting plan, and sample size.
- AI Research Agent: Clusters interview transcripts and survey responses into themes for analyst review.
- Deliverables List: Report, presentation, raw data with acceptance criteria.
- Analysis Plan: Coding scheme, statistical tests, and synthesis approach.
Why This Template Wins
- Theme clustering accelerated: AI Research Agent clusters interview transcripts so the analyst spends time on synthesis, not coding.
- Sample-size discipline: Quantitative power analysis and qualitative saturation scope locked at SOW.
- Methodology rigor documented: Mixed-methods scope explicit so client expectations are aligned with deliverable depth.
How to Use
- Clone this template into your Taskade workspace.
- Customize research questions, methodology, and sample-size scope.
- Connect your survey tool, transcription service, Slack.
- Train the AI Research Agent on the research questions.
- Set up automation triggers for milestone routing and stakeholder updates.
FAQ
Does this work for quantitative vs qualitative research scopes?
Yes. Quantitative emphasizes sample size and statistical analysis; qualitative emphasizes recruiting and theme synthesis. Switch the methodology mode in workspace settings.
Can the agent cluster interview transcripts into themes?
Yes. Train the agent on the research questions. It reads interview transcripts and survey responses, clusters into themes for analyst review.
What plan supports a research engagement?
Pro ($16/mo annual) handles the team. Business ($40/mo) adds audit logs and approval workflows for research-procurement compliance.
CTA
Try this template free in Taskade. For agent setup, see /learn/agents/custom-agents. Pair with Research Templates. Browse research apps in the Community Gallery.