Book a callAgentic Flow allows a single research manager to go from research objective to final report using Metaforms agents and hosting.
35+ research agencies use Metaforms for their research ops
How it works
The research manager reviews the work and approves outputs at each stage.
Available today
Add the research objective or source document. Metaforms prepares the questionnaire for the research manager to review and approve.
Research manager decides
Research objective and questionnaire approval
Stage result
Approved questionnaire
Available today
Metaforms programs and hosts the survey from the approved questionnaire. The research manager checks the live survey before it opens to respondents.
Research manager decides
Survey launch and the quota plan
Stage result
Live survey in field
Available today
Metaforms validates the responses, codes the open ends and builds the tables. The research manager reviews the flags and the table spec.
Research manager decides
Which flagged records to keep, and the table spec
Stage result
Coded and tabulated data set
Available today
Metaforms drafts the report from the tables against the original objective. The research manager reviews every claim before the work leaves the building.
Research manager decides
The story, and every claim in it
Stage result
Approved report
Available today
Add the research objective or source document. Metaforms prepares the questionnaire for the research manager to review and approve.
Research manager decides
Research objective and questionnaire approval
Stage result
Approved questionnaire
The services
Both flows are designed to support complex research, and one organization can choose project by project. Keep the workflow in your existing stack with Professional Services, or run it on Metaforms with Agentic Flow.
Flow
Professional Services
See flowAgentic Flow
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Workflow and hosting
Your survey and delivery workflow remain in the platforms your team already uses
Metaforms owns the full workflow, including survey hosting
How automation works
A separate agent module automates work at each delivery stage
Metaforms coordinates every stage and takes accountability for the final output
Who reviews the work
The specialist responsible for each stage reviews and approves the module output
One research manager reviews key research decisions and final outputs
Technical configuration
Specialist teams can inspect and control the setup used at their stage
Metaforms handles programming and configuration in the background
Start here
Choose the delivery stage you want to automate first
Add a research objective or source document
Best for
Complex studies that need specialist control in the existing delivery stack
Straightforward studies that fit the stages available in the current pilot
