👋 Are you tired of drowning in repetitive UX tasks? Do you wish you had more time for the creative, strategic work you love? 🧠✨
Eva and Misha, UX experts from Make, share their secrets to automating UX workflows using no-code tools and AI. Learn how they streamlined their research process, saving countless hours and unlocking new possibilities. 🔓
🧲 Why This Matters:
In today’s fast-paced world, UX professionals are expected to do it all: research, design, analyze, and more. But with limited time and resources, something has to give.
This is where automation comes in. By automating tedious tasks, you can free up your time and mental energy for what truly matters: understanding your users and creating exceptional experiences. 💡
1️⃣ Taming the Research Request Beast 📝
The Problem: Misha, the sole UX researcher at Make, was bombarded with research requests from various teams. Tracking, prioritizing, and managing these requests became overwhelming. 🤯
The Solution: Misha and her team built a two-part automation system using Make:
- Part 1: Streamlined Request Collection & Prioritization
- Stakeholders submit requests via a Google Form, providing key information.
- The automation automatically transfers this data to a research plan template and notifies Misha.
- Misha reviews the plan and approves or rejects the request.
- Part 2: Automated Kickoff & Communication
- Upon approval, the automation creates a study folder containing the research plan.
- Stakeholders receive a Slack notification with a link to the folder, ensuring everyone is on the same page.
💡 Pro Tip: Break down complex processes into smaller, manageable steps for easier automation.
2️⃣ Recruiting Participants Without the Headache 🎣
The Problem: Finding and managing participants is a major pain point in UX research. Manually emailing, tracking responses, and sending incentives is time-consuming and prone to errors. 😫
The Solution: Misha and Eva created an automation that:
- Sends personalized email invitations to potential participants from a Google Sheet.
- Dynamically inserts names, incentives, and other details from the spreadsheet into the emails.
- Tracks who received the email and who responded, preventing duplicate messages.
🤯 Surprising Fact: It can take contacting 100 people to get just 1-3 participants for a study!
💡 Pro Tip: Automate repetitive communication tasks to save time and ensure consistency.
3️⃣ AI-Powered Interview Analysis 🤖
The Problem: Analyzing user interview transcripts is time-consuming. Summarizing key findings and sharing them quickly is crucial for team alignment and impact.
The Solution: Eva built an automation that:
- Automatically pulls the Zoom transcript after each interview.
- Uses AI to generate a concise summary, highlighting key themes and user quotes.
- Sends the summary to Eva via Slack for review and distribution.
💡 Pro Tip: Experiment with different AI prompts to fine-tune the output and improve accuracy.
4️⃣ Unlocking Insights from Survey Data 📊
The Problem: Analyzing qualitative survey data (e.g., open-ended responses) is often a manual and tedious process.
The Solution: Misha created a two-step automation that:
- Step 1: Automated Category Creation
- AI analyzes open-ended responses and generates relevant categories (codes).
- The automation presents the categories and their descriptions in an easy-to-review format.
- Step 2: Automated Code Assignment
- Once Misha approves the categories, the automation automatically assigns them to the corresponding responses.
💡 Pro Tip: Remember, AI is an intern, not a pro. Always review and validate its output.
🧰 Resource Toolbox:
- Make: The no-code automation platform that makes all this possible! https://www.make.com/en
- Google Forms: For creating user-friendly research request forms. https://www.google.com/forms/about/
- Google Sheets: For storing and managing participant lists, research data, and more. https://www.google.com/sheets/about/
- Gmail: For sending automated email invitations and communications. https://mail.google.com/
- Slack: For receiving notifications and sharing insights with stakeholders. https://slack.com/
- Zoom: For conducting user interviews and generating transcripts. https://zoom.us/
- Miro: For collaborative data analysis and synthesis. https://miro.com/
- UserTesting.com: For accessing a large panel of potential research participants. https://www.usertesting.com/
🚀 Embrace the Power of Automation:
By embracing automation, UX professionals can reclaim their time, boost their impact, and focus on what they do best: creating user-centered products and experiences. Start small, experiment, and unlock the transformative potential of automation in your UX workflow.
