Quick Wins
Get immediate value from Yatabase with these 5-minute tasks that demonstrate the power of AI-driven data collection and analysis.
Start Seeing Results in Minutes
These quick tasks are designed to show you immediate value from Yatabase's AI capabilities. Each task takes 5 minutes or less and demonstrates key platform features.
Generate Your First AI Survey
⏱️ Time: 3-5 minutes | ✨ Immediate impact: See AI create a complete survey
What you'll accomplish:
- Create a complete survey without writing any questions
- See AI-powered question generation in action
- Experience the 4-step AI wizard workflow
Quick Steps:
Click "Get Started" on your dashboard
Choose "Customer Feedback" as your category
Enter: "I want to understand customer satisfaction with our product"
Select "Manual Context" and add: "We sell software tools for small businesses"
Click "Generate Survey" and watch the AI create your complete survey!
🎯 Success Indicator
You'll see a complete survey with 8-12 questions, including multiple choice, rating scales, and open-ended questions.
Test the Survey Preview
⏱️ Time: 2-3 minutes | ✨ Immediate impact: Experience the respondent journey
What you'll accomplish:
- See how your survey looks to respondents
- Test the user experience and flow
- Understand survey completion time
Quick Steps:
From your newly created survey, click "Preview Survey"
Fill out the survey as if you were a customer
Pay attention to question flow and user experience
Note the completion time and overall experience
🎯 Success Indicator
You'll experience a smooth, professional survey that takes 3-5 minutes to complete with well-designed questions and logical flow.
Create a Simple AI Interview Persona
⏱️ Time: 4-5 minutes | ✨ Immediate impact: See conversational AI in action
What you'll accomplish:
- Create an AI interviewer with specific expertise
- See how AI adapts its questioning style
- Experience dynamic follow-up questions
Quick Steps:
Click "Create Personas" from your dashboard
Name your collection: "Customer Research Team"
For persona type, choose: "Customer experience researcher specializing in SaaS products"
Click "Generate Persona" and review the AI-created interviewer profile
🎯 Success Indicator
You'll see a detailed persona with specific expertise, interview style, and sample questions that show professional interviewing capabilities.
Upload and Search a Document
⏱️ Time: 3-4 minutes | 🔒 Growth Plan Required
What you'll accomplish:
- Experience AI-powered document processing
- See semantic search in action
- Try the document chat interface
Quick Steps:
Click "Upload Documents" from your dashboard
Upload any PDF or document you have (try a company policy or product guide)
Wait for processing (1-2 minutes)
Try searching: "What are the main benefits mentioned?"
Click "Chat with Document" and ask follow-up questions
🎯 Success Indicator
You'll see AI extract key information and answer questions about your document content in natural language.
Organize Your Dashboard
⏱️ Time: 3-4 minutes | ✨ Immediate impact: Professional workspace setup
What you'll accomplish:
- Create your first project for organization
- Assign content to projects for better organization
- Customize your workspace layout
Quick Steps:
Click "Projects" in the left sidebar
Click "Create New Project"
Name it: "Quick Wins Testing"
Go back to dashboard and assign your survey to this project using the folder icon
Switch between "All Projects" and "Quick Wins Testing" tabs to see the difference
🎯 Success Indicator
Your dashboard will be organized with clearly categorized content, making it easy to find and manage your work.
Bonus: Check Survey Analytics
⏱️ Time: 2 minutes | ✨ See AI analysis with mock data
Quick Bonus Task:
Go to your survey and click "View Analytics" (even with 0 responses)
Explore the dashboard layout and see where insights will appear
Check the "Export" options to see data export capabilities
What You've Accomplished
Skills Gained:
- AI survey generation workflow
- Survey preview and testing process
- AI persona creation for interviews
- Document upload and AI search
- Project organization and management
Platform Features Explored:
- 4-step AI survey wizard
- Survey preview and testing tools
- Persona collection system
- Knowledge base document processing
- Project management and organization
What's Next?
You've gotten a taste of Yatabase's capabilities. Now dive deeper with comprehensive tutorials: