Data teams spend the bulk of their day fixing silos, typos, and duplicates instead of generating insights.
Data teams spend the bulk of their day fixing silos, typos, and duplicates instead of generating insights.
Hard to coordinate design, data entry, and stakeholder input across departments, leading to inefficiencies and silos.
Open-ended feedback, documents, images, and video sit unused—impossible to analyze at scale.
Author: Unmesh Sheth
Last Updated:
October 28, 2025
Founder & CEO of Sopact with 35 years of experience in data systems and AI
Match your data collection needs to the right workflow. Each scenario solves specific problems with clean data, continuous feedback, or document intelligence.
Streamline feedback analysis from months to minutes. Clean data collection that flows directly into AI-driven reports.
Connect Pre, Mid, Post surveys into one continuous view. Track stakeholder journeys with unified IDs across all touchpoints.
Turn 5-100 page reports and interview transcripts into instant insights. Aggregate and benchmark hundreds of documents.
Our team will help you map your workflow to the right scenario in a 15-minute consultation.
Schedule a DemoAnswer these questions to discover which Sopact Sense workflow matches your data collection needs.
Perfect for teams that need fast, repeatable reporting combining numbers with stories. Collects clean data once and flows directly into AI-driven analysis.
Ideal for tracking stakeholder journeys across multiple touchpoints. Links every survey to a unique ID so you see complete progress over time.
Built for teams drowning in PDFs, reports, and transcripts. Aggregates 5-100 page documents and applies consistent analysis at scale.
| Use Case | Best For | Primary Tool | Time Savings |
|---|---|---|---|
| Data Collection & Reporting | Training programs, ESG reports, customer feedback | Select AI Analysis | Weeks → Minutes |
| 360 Feedback | Scholarship lifecycle, training programs, accelerators | Select AI Analysis | Manual matching → Automatic |
| Document Intelligence | ESG due diligence, grant assessment, impact assessment | Select AI Analysis | Hours of reading → Instant insights |
Step-by-step instructions to set up your Sopact Sense use case. Most teams go live in less than one day.
Set up automated feedback analysis and real-time reporting. Perfect for impact measurement, training evaluation, and customer satisfaction tracking.
Build your feedback form with quantitative questions (ratings, multiple choice) and qualitative fields (open-ended responses). Include validation rules to ensure clean data at the source.
Forms Designer
Training satisfaction: 1-5 scale
Key takeaway: Open-ended text
Would you recommend? Yes/No
Add an AI analysis field to automatically extract themes, sentiment, or specific metrics from open-ended responses. Write a simple prompt describing what you want to extract.
Sopact Sense AI"Extract confidence level (low/medium/high) from this participant's reflection about their skills."
Share your survey link or embed it on your website. As responses arrive, Intelligent Cell analyzes them in real-time—no manual coding required.
Real-time AnalysisClick "Generate Report" and write plain-English instructions for the report you need. The AI generates a designer-quality output combining charts, quotes, and insights.
Sopact Sense AI"Create an impact report showing average satisfaction scores, confidence level distribution, and top 3 themes from feedback."
Copy the report URL and share it with funders, board members, or partners. The link stays live and updates automatically as new data arrives.
Shareable ReportsA self-service feedback system that goes from data collection to shareable insights in minutes instead of weeks. No more exporting to Excel, manually coding responses, or waiting on analysts.
Connect multiple surveys across a participant journey using unique IDs. Perfect for scholarship lifecycle, training programs, and accelerator management.
Set up a Contacts form to register participants. This creates a unique ID for each person that links all their future survey responses automatically.
ContactsName, Email, Cohort, Start Date
Create separate forms for each touchpoint. Include consistent metrics you want to track over time (e.g., confidence level, skills assessment) plus stage-specific questions.
Forms DesignerLink each survey to your Contacts object. This takes 2 seconds—just select "Contacts" from the relationship dropdown. Now all responses connect to the same person automatically.
RelationshipsEvery participant gets their own link for each survey. This prevents duplicates and lets you follow up if data is incomplete—no more "Please fill this out again."
Unique LinksUse AI to summarize each participant's journey in plain language. Find patterns across the entire cohort—no manual matching required.
Sopact Sense AI"Sarah's confidence increased from low to high; she built 3 projects and reported improved job readiness."
A complete 360-degree view of every participant without manual data merging. Track individual progress and cohort trends in one unified system.
Extract insights from PDFs, reports, and interview transcripts at scale. Perfect for ESG due diligence, grant assessment, and impact assessment.
Set up a survey with file upload fields. Participants submit their reports, ESG documents, or interview transcripts directly into your centralized system.
Forms DesignerAdd AI analysis fields that process each uploaded document. Write prompts for the specific insights you need—summaries, rubric scores, compliance checks, theme extraction.
Sopact Sense AI"Read this partner report and score it on: Impact Evidence (1-5), Data Quality (1-5), and Budget Transparency (1-5). Explain each score."
As documents arrive, AI processes them automatically. A 50-page report gets analyzed in minutes, with consistent rubric application across all submissions.
Real-time AI ProcessingUse the AI chat interface to ask questions across all documents at once: "Which partners mentioned climate resilience?" or "Show me low-scoring submissions."
AI ChatGenerate comparative reports showing how partners stack up against each other. Export data to your BI tool or share findings directly from Sopact Sense.
Sopact Sense AIA document intelligence system that turns hundreds of pages into searchable, comparable insights. No more reading every report manually or applying inconsistent evaluation criteria.
Our team can set up your first use case in a 30-minute onboarding call.
Schedule Setup CallCompare all three Sopact Sense workflows side-by-side to find your perfect fit.
You need fast, repeatable insights from feedback. Your team spends weeks cleaning data and coding responses manually. Stakeholders want shareable links, not static PDFs.
You track the same people across multiple stages (scholarship lifecycle, training programs). You're manually matching responses in spreadsheets. You need to see individual progress AND cohort patterns.
You receive long reports for ESG due diligence, grant assessment, or impact evaluation. Reading and scoring them manually takes weeks. You need consistent rubric application at scale.
We'll review your workflow and recommend the right starting point in a 15-minute call.
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