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Fieldnote AI

Fieldnote AI / Automations

01Automations

Knowledge work, coordinated.

Build monitored workflows for research briefs, customer insight, competitive updates, policy review, and content operations.

Automations experience inside Fieldnote AI
Evidence currentOwner namedReview required

05Repeatable knowledge work

One workflow. Clear judgment.

Decision Brief Automation workflow
01Consulting + strategy

Brief the next decision.

Turn approved source collections into a structured draft with claim-level citations, assumptions, open questions, and review ownership.

  • Reusable workflow
  • Claim-level sources
  • Approval required
Explore workflow
Customer Insight Synthesis workflow
02Research operations

Hear the customer signal.

Compare themes across interviews and feedback while keeping original evidence, minority signals, and reviewer notes visible.

  • Evidence comparison
  • Theme review
  • No invented quotes
Explore workflow
Market Monitor workflow
03Market intelligence

Follow what changes.

Collect approved updates, identify material change, and prepare a recurring brief for human review and distribution.

  • Scheduled collection
  • Change detection
  • Review queue
Explore workflow

03Workflow anatomy

Define. Run. Review.
Then distribute.

01

Define the approved sources and output

02

Run rules that expose conflicts and gaps

03

Route material claims to named reviewers

04

Distribute only after deliberate approval

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