[{"data":1,"prerenderedAt":282},["ShallowReactive",2],{"guide:\u002Finternal\u002Fanalyse-with-ai\u002Frun-an-analysis-with-a-questionnaire":3,"related:\u002Finternal\u002Fanalyse-with-ai\u002Frun-an-analysis-with-a-questionnaire":275},{"id":4,"title":5,"audience":6,"body":7,"canonical_url":248,"collection":249,"description":250,"extension":251,"feature_flags":252,"is_draft_preview":253,"legends":254,"meta":259,"navigation":260,"order":261,"path":262,"reading_minutes":242,"related":263,"seo":266,"slug":267,"status":268,"stem":269,"tour_ids":270,"type":272,"updated_at":273,"__hash__":274},"guides\u002Finternal\u002Fanalyse-with-ai\u002Frun-an-analysis-with-a-questionnaire.md","Run an analysis with a questionnaire","internal",{"type":8,"value":9,"toc":240},"minimark",[10,14,19,38,42,160,164,188,192,203,217,226],[11,12,13],"p",{},"An analysis is a questionnaire evaluated against the documents. Create it from a template, run it, and then work through the answers question by question, re-running the ones that need a sharper instruction.",[15,16,18],"h2",{"id":17},"before-you-start","Before you start",[20,21,22,35],"ul",{},[23,24,25,26,30,31,34],"li",{},"The project's documents show ",[27,28,29],"strong",{},"Ready"," in ",[27,32,33],{},"Files",". Documents still processing are not read.",[23,36,37],{},"You are an editor or owner of the project, and your organisation has credits.",[15,39,41],{"id":40},"steps","Steps",[43,44,45,73,101,135,153],"ol",{},[23,46,47,48,51,52,55,56,59,60,63,64,67],{},"Open the project's ",[27,49,50],{},"Analysis"," page and select ",[27,53,54],{},"New Questionnaire",". Pick a template, preview it if you like, and select ",[27,57,58],{},"Use","; or select ",[27,61,62],{},"Blank Questionnaire"," to write the questions yourself. The questionnaire opens in the editor.",[65,66],"br",{},[68,69],"img",{"alt":70,"src":71,"title":72},"The New Questionnaire page with the template cards","\u002Fmedia\u002Frun-an-analysis-with-a-questionnaire\u002Fchoose-template.png","Only templates that have finished processing are offered.",[23,74,75,76,79,80,83,84,87,88,91,92,95,96,100],{},"Adjust the settings if the default does not fit: select ",[27,77,78],{},"Settings"," in the toolbar above the document and choose the ",[27,81,82],{},"Research Lens",", ",[27,85,86],{},"Default Output Style"," and ",[27,89,90],{},"Default Research Depth",". ",[27,93,94],{},"Custom Instructions"," apply to every question; a rule such as ",[97,98,99],"em",{},"Quote amounts in EUR thousands"," saves editing later.",[23,102,103,104,107,108,111,112,115,116,119,120,123,124,127,128,130],{},"Select ",[27,105,106],{},"Evaluate"," in the toolbar, tick the statements to run in the panel that opens, or ",[27,109,110],{},"Select all",", add instructions for this run if useful, and select ",[27,113,114],{},"Evaluate (N)",". Each statement shows ",[27,117,118],{},"Evaluating…"," and then ",[27,121,122],{},"Completed"," or ",[27,125,126],{},"Failed","; you can leave the page while it runs.",[65,129],{},[68,131],{"alt":132,"src":133,"title":134},"The Evaluation panel with statements selected and the Evaluate button","\u002Fmedia\u002Frun-an-analysis-with-a-questionnaire\u002Fevaluate-panel.png","The summary chips count completed, failed and not-yet-run statements; the failed chip selects them for a retry.",[23,136,137,138,141,142,145,146,148],{},"Read the answers. Each statement's answer carries citations; select one to open the page or cell range that supports it. For a weak answer, open the statement's menu and choose ",[27,139,140],{},"Reevaluate",", add an instruction such as ",[97,143,144],{},"Only use the 2024 audited accounts",", and run that statement alone.",[65,147],{},[68,149],{"alt":150,"src":151,"title":152},"An answered statement with citations and the Reevaluate option","\u002Fmedia\u002Frun-an-analysis-with-a-questionnaire\u002Fstatement-answer.png","Re-running one statement leaves the others untouched; the previous answer stays in Versioning.",[23,154,155,156,159],{},"Check ",[27,157,158],{},"Tasks"," in the toolbar for anything the AI could not find. A document request there names the missing document; upload it, then re-evaluate the statement.",[15,161,163],{"id":162},"check-the-result","Check the result",[11,165,166,167,169,170,173,174,177,178,181,182,187],{},"Every statement reads ",[27,168,122],{},", the answers cite documents from the room, and ",[27,171,172],{},"Versioning"," lists a ",[27,175,176],{},"Snapshot before evaluation"," for each run. ",[27,179,180],{},"Export"," produces the Word document; see ",[183,184,186],"a",{"href":185},"\u002Finternal\u002Fanalyse-with-ai\u002Fexport-a-report-or-deck","Export a questionnaire or an artifact",".",[15,189,191],{"id":190},"if-something-goes-wrong","If something goes wrong",[193,194,196],"problem",{"title":195},"A statement shows Failed",[11,197,198,199,202],{},"Select the ",[27,200,201],{},"failed"," chip in the Evaluation panel to select those statements and run them again. If it fails repeatedly, shorten the question or narrow it with an instruction.",[193,204,206],{"title":205},"Evaluate is refused with Insufficient balance",[11,207,208,209,212,213,187],{},"Your organisation is out of credits. An admin adds credits under ",[27,210,211],{},"Plans & credits","; see ",[183,214,216],{"href":215},"\u002Finternal\u002Faccount\u002Fcredits-and-billing","Credits and billing",[193,218,220],{"title":219},"An answer cites a source you cannot open",[11,221,222,225],{},[27,223,224],{},"Source unavailable"," means the document was deleted or you no longer have access to it. Ask a project owner for access, or re-evaluate the statement so it cites current documents.",[193,227,229],{"title":228},"The template you want is not offered",[11,230,231,232,235,236,239],{},"It is still ",[27,233,234],{},"Processing"," after an import, or its access was restricted. Check the ",[27,237,238],{},"Templates"," library.",{"title":241,"searchDepth":242,"depth":242,"links":243},"",2,[244,245,246,247],{"id":17,"depth":242,"text":18},{"id":40,"depth":242,"text":41},{"id":162,"depth":242,"text":163},{"id":190,"depth":242,"text":191},"https:\u002F\u002Fdocs.vdr.valutico.dev\u002Finternal\u002Fanalyse-with-ai\u002Frun-an-analysis-with-a-questionnaire","analyse-with-ai","Create a questionnaire from a template, evaluate its questions against the project's documents, read the answers with their sources, and re-run what needs more work.","md",[],false,{"choose-template":255,"evaluate-panel":257},[62,256,58],"A template",[110,258,114],"Instructions",{},true,4,"\u002Finternal\u002Fanalyse-with-ai\u002Frun-an-analysis-with-a-questionnaire",[264,265],"how-questionnaires-and-templates-work","export-a-report-or-deck",{"title":5,"description":250},"run-an-analysis-with-a-questionnaire","published","internal\u002Fanalyse-with-ai\u002Frun-an-analysis-with-a-questionnaire",[271],"analysis","task","2026-09-29T13:21:45+02:00","VJ4CJ3Qw4BlE2UUx_mwBohpZBKfk-rPgeUZq-P5QZMc",[276,278],{"title":186,"description":277,"path":185,"audience":6,"slug":265},"Turn an evaluated questionnaire into a Word document, and a chat artifact into a PDF, a slide deck or a download you can send to a client.",{"title":279,"description":280,"path":281,"audience":6,"slug":264},"How questionnaires and templates work","Templates hold the questions your firm asks about every company; a questionnaire applies one to a project and has the AI answer each question from the documents, with sources.","\u002Finternal\u002Fanalyse-with-ai\u002Fhow-questionnaires-and-templates-work",1790706827318]