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What automations are supported?

Learn more about automating common operations in Relative Insight.

Trish Pencarska avatar
Written by Trish Pencarska
Updated yesterday

Relative Insight can automate every stage of your data workflow β€” from upload and management to analysis and visualization β€” saving you time and money.

Standard Automations

Standard automations enable a customer to automate the end-to-end process for adding data to the platform, preparing the data for analysis and tracking NPS to help you determine why your customers are promoters or detractors.

Data In: Product package

Automatic data ingestion lets you import data into the Relative Insight platform on a schedule that suits your needs.

  • The accepted data formats are .csv, .xls and .xlsx

  • The cadence can be set up on a daily, weekly, monthly or quarterly basis

  • Other cadences can be supported as needed

  • Note: To ensure the integrity of data in pulse surveys, duplicate survey entries are removed

Analysis preparation

Automations can prepare your data at scale and speed, processing it without the need for manual effort.

Once ingested, the platform automatically segments it for analysis, covering promoter, detractor, and neutral scenarios, to help you identify the key factors driving:

  • Promoter vs Promoter over time

  • Detractor vs Detractor over time

  • Promoter vs Detractor

  • Promoter vs Neutral

Other data segmentation can also be automated based the content of your data.

Comparison

Comparisons can be scheduled weekly, monthly, quarterly, or at any interval that suits your needs.

Heartbeat: Product package

In Heartbeat, you can track your promoters and detractors over a period of time, for example:

  • Promoter vs Promoter over time

  • Detractor vs Detractor over time

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