Sales

Survey Data Formatter

Extract exact metrics from survey crosstabs into presentation-ready formats

Overview Capabilites Agent Workflow Example prompt

Overview

The Survey Data Formatter cleans, structures, and standardizes survey response data to enable faster analysis and more accurate insights from customer feedback, employee surveys, and market research. Raw survey data is often messy—inconsistent formatting, free-text responses requiring categorization, incomplete entries, and varying response formats across questions. This agent automatically cleans data, categorizes open-ended responses, standardizes formats, and structures output for analysis tools or reporting dashboards. Research and operations teams using elvex can skip hours of manual data preparation and move directly to extracting insights that drive business decisions.

Capabilities

Clean and standardize survey response data across multiple formats
Categorize and code open-ended text responses automatically
Identify and flag incomplete or invalid responses
Structure data for compatibility with analysis tools and dashboards
Generate data quality reports highlighting issues and completion rates

Agent Workflow

Input: User uploads raw survey data in CSV, Excel, or survey platform export format
Data Cleaning: Agent standardizes formats, removes duplicates, and handles missing values
Text Categorization: Analyzes open-ended responses and assigns category codes
Validation: Flags incomplete responses and data quality issues
Restructuring: Formats data for specified analysis tool or reporting requirements
Output: Delivers cleaned, structured dataset with data quality report

Example prompt

"Format and clean our Q1 customer satisfaction survey data (847 responses, 25 questions). The dataset includes: multiple choice questions with inconsistent capitalization in responses, 5-point Likert scale questions with some text responses instead of numbers, three open-ended questions asking about product improvements, feature requests, and general feedback, and several incomplete responses where customers abandoned mid-survey. Clean and standardize all multiple choice and Likert responses, categorize the open-ended responses into themes (create 8-10 categories for each question), flag responses with less than 60% completion, and structure the output for import into Tableau for dashboard creation. Also generate a data quality summary showing completion rates, response distributions, and any anomalies detected."