Who should use the Market Research workflow?
Teams or solo builders working on science & healthcare tasks who want a repeatable process instead of one-off tool experiments.
AI Workflow · Science & Healthcare
Practical execution plan for market research with clear steps, mapped tools, and delivery-focused outcomes.
Deliverable outcome
Stakeholder alignment and validated market insights for decision-making.
30-90 minutes
Includes setup plus initial result generation
Free to start
You can swap tools by pricing and policy requirements
Stakeholder alignment and validated market insights for decision-making.
Use each step output as the input for the next stage
Step map
Instead of relying on a single generic AI model, this pipeline connects specialized tools to maximize quality. First, you'll use Notion AI 3.0 to a clear research brief with a focused hypothesis and data requirements. Then, you pass the output to Emerald Insight to a curated dataset of secondary sources with key statistics and citations. Then, you pass the output to Contentlift to raw qualitative and quantitative data from target market participants. Then, you pass the output to Formulas HQ to a validated set of market insights with supporting evidence. Then, you pass the output to Tableau AI to a polished market trend report ready for stakeholder presentation. Finally, Slides.com is used to stakeholder alignment and validated market insights for decision-making.
Define Research Scope & Hypothesis
A clear research brief with a focused hypothesis and data requirements.
Gather Secondary Research Data
A curated dataset of secondary sources with key statistics and citations.
Conduct Primary Research (Interviews & Surveys)
Raw qualitative and quantitative data from target market participants.
Analyze & Synthesize Findings
A validated set of market insights with supporting evidence.
Build Market Trend Report
A polished market trend report ready for stakeholder presentation.
Present & Validate with Stakeholders
Stakeholder alignment and validated market insights for decision-making.
Start by clarifying the market segment, target audience, and key questions you want answered. Write a clear hypothesis (e.g., 'Demand for telemedicine in rural areas is growing due to broadband expansion'). This step prevents wasted effort and keeps the research focused.
Why Notion AI 3.0: Notion AI 3.0 supports hypothesis mapping through custom AI agents and natural language search across connected apps, aligning with the need for structured brainstorming and documentation.
Collect existing market reports, industry publications, academic papers, and government databases. Use PubMed, Statista, and FDA databases for healthcare-specific data. Summarize key findings in a structured table.
Why Emerald Insight: Emerald Insight provides access to scholarly articles and business management research, fitting the need for secondary data from academic sources.
Design a short survey or interview guide targeting healthcare professionals, payers, or patients. Use platforms like Typeform or Qualtrics for surveys, and schedule 5-10 interviews via Calendly. Analyze responses for patterns and quotes.
Why Contentlift: Contentlift specializes in conducting in-depth B2B buyer interviews and synthesizing findings, directly matching the primary research needs.
Code interview transcripts for themes (e.g., pain points, adoption barriers) and perform basic statistical analysis on survey data (e.g., frequency distributions, cross-tabs). Use tools like NVivo or Excel. Map findings to your original hypothesis.
Why Formulas HQ: Formulas HQ generates Excel and Google Sheets formulas, aiding in data analysis and synthesis within spreadsheet tools.
Structure your findings into a professional report with sections: Executive Summary, Methodology, Key Trends, Competitive Landscape, and Recommendations. Use Canva or PowerPoint for visual appeal. Include charts, quotes, and a SWOT analysis.
Why Tableau AI: Tableau AI enables data analysis, visualization, and predictive modeling, directly supporting market trend report creation.
Schedule a 30-minute presentation with key decision-makers (e.g., product managers, executives). Walk through the report, highlight top 3 insights, and gather feedback. Use the feedback to refine conclusions or identify gaps for further research.
Why Slides.com: Slides.com allows creation of presentation slides with custom layouts, suitable for presenting findings to stakeholders.
§ Before you start
Teams or solo builders working on science & healthcare tasks who want a repeatable process instead of one-off tool experiments.
No. Start with the top pick for each step, then replace tools only if they do not fit your pricing, compliance, or output needs.
Open the mapped task page and compare top options side by side. Prioritize output quality, integration fit, and predictable cost before scaling.
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