> For the complete documentation index, see [llms.txt](https://ailyze.gitbook.io/ailyze-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://ailyze.gitbook.io/ailyze-docs/getting-started/choose-your-workflow.md).

# Choose Your Workflow

This page helps you pick the right Evidano workflow. Answer two quick questions — what data do you have, and what do you want to end up with? — then follow the link that matches. You don't need to learn all eight workflows. You only need the one that fits your project today.

Every workflow starts from a button on your account page. To get there from anywhere, click **Dashboard** in the top navigation, then **Launch Evidano**.

<figure><img src="/files/gcx0lLN5OxIQiSPNeewT" alt="The eight workflow buttons on the Evidano account page"><figcaption></figcaption></figure>

## What data do you have?

Start here if you already have files. Find your data in the first column, then follow the link.

| You have…                                                | Click this button                                                                              | Start here                                                                                             |
| -------------------------------------------------------- | ---------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------ |
| Interview or focus-group **documents** (DOCX, PDF, TXT)  | **Analyze docx/pdf files**                                                                     | [Analyze your first transcript](/ailyze-docs/getting-started/analyze-your-first-transcript.md)         |
| A **spreadsheet** of survey or feedback data (XLSX, CSV) | **Analyze xlsx/csv files**                                                                     | [Analyze your first survey dataset](/ailyze-docs/getting-started/analyze-your-first-survey-dataset.md) |
| **Audio or video** recordings                            | **Transcribe Audio/Video**                                                                     | [Transcribe audio and video](/ailyze-docs/prepare-research-data/transcribe-audio-and-video.md)         |
| Files in **another language**                            | **Translate docx/pdf/xlsx/pptx/etc**                                                           | [Translate your first document](/ailyze-docs/getting-started/translate-your-first-document.md)         |
| **Nothing yet** — you still need to collect data         | **Create AI Avatar Interviewer + Survey**, **Create Survey**, or **Get Social Media Web Data** | [Collect Research Data](/ailyze-docs/collect-research-data.md)                                         |

## What do you want to end up with?

Start here if you're thinking about the result rather than the files. Each row shows the button to click and the concrete thing you walk away with.

| You want…                                                                                             | Click this button                         | What you get                                                                                                                                                                               |
| ----------------------------------------------------------------------------------------------------- | ----------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| [Themes](/ailyze-docs/reference/glossary.md#theme), quotes, and patterns from interviews or documents | **Analyze docx/pdf files**                | An analysis report: themes, a [codebook](/ailyze-docs/reference/glossary.md#codebook), supporting [quotes](/ailyze-docs/reference/glossary.md#quote), charts, and a Word or Excel download |
| A whole survey analyzed (numbers, categories, and written answers)                                    | **Analyze xlsx/csv files**                | A survey dashboard, themes for each text column, and charts                                                                                                                                |
| Recordings turned into text                                                                           | **Transcribe Audio/Video**                | An editable transcript with timestamps and optional speaker labels                                                                                                                         |
| A file in another language                                                                            | **Translate docx/pdf/xlsx/pptx/etc**      | A translated copy in the same format you uploaded                                                                                                                                          |
| Interviews run for you, automatically                                                                 | **Create AI Avatar Interviewer + Survey** | A shareable interview link, plus recordings, transcripts, and survey answers                                                                                                               |
| Posts, comments, or reviews collected from the web                                                    | **Get Social Media Web Data**             | A ZIP file of spreadsheets and documents, ready to analyze                                                                                                                                 |
| Your own survey, built and shared                                                                     | **Create Survey**                         | A survey link you can send out; responses you can analyze in Evidano                                                                                                                       |
| Quick answers about your files, in plain language                                                     | **Chat with Data**                        | Instant answers, summaries, and charts drawn from your own files                                                                                                                           |

Some goals use options inside a workflow, or combine two workflows:

* **Compare groups** (departments, regions, before and after) — use [segment](/ailyze-docs/reference/glossary.md#segment) comparison inside document or spreadsheet analysis. See [Compare groups and segments](/ailyze-docs/analyze-data/compare-groups-segments.md).
* **Work with data in several languages** — translate first, or ask for results in your language. See [Analyze multilingual data](/ailyze-docs/common-research-workflows/analyze-multilingual-data.md).
* **Turn a finished analysis into a deliverable** — download a report, write an executive summary, or share a web page. See [Create Deliverables](/ailyze-docs/create-deliverables.md).

## How workflows connect

Workflows hand off to each other, so a full project often uses two or three in a row. Two common paths:

* **Interview research:** record interviews → **Transcribe Audio/Video** → **Analyze docx/pdf files** → download your report.
* **Survey research:** **Create Survey** → collect responses → **Analyze xlsx/csv files** → compare segments → share your findings.

You move between steps with built-in [handoff](/ailyze-docs/reference/glossary.md#handoff) buttons. For example, a finished transcription project has an **Analyze transcripts** button that takes you straight into document analysis.

## Two ways to browse this guide

Once you know your workflow, you can explore the rest of this guide in whichever way suits you:

* **By scenario** — walkthroughs of real research situations, like analyzing customer feedback or focus groups, from start to finish. Browse [Common Research Workflows](/ailyze-docs/common-research-workflows.md).
* **By task** — follow the research journey stage by stage: [Collect Research Data](/ailyze-docs/collect-research-data.md) → [Prepare Research Data](/ailyze-docs/prepare-research-data.md) → [Analyze Data](/ailyze-docs/analyze-data.md) → [Create Deliverables](/ailyze-docs/create-deliverables.md).

## Two things to know before you start

1. **Most analysis runs in the background.** After you click **Create Project and Start Analysis**, you can leave the page — Evidano emails you when the results are ready, and your project list shows live status. See [How to read your results](/ailyze-docs/analyze-data/how-to-read-your-results.md) for what you'll find when it finishes, and [Analysis issues](/ailyze-docs/troubleshooting/analysis-issues.md) if it seems stuck.
2. **Some features are Pro or pay-as-you-go.** The Free plan runs real analyses but is limited to **1 theme and 1 question** per analysis. Transcription, translation, and web data each have a free allowance, then charge per use. See [Plans, Limits & Credits](/ailyze-docs/reference/plans-limits-and-credits.md).

{% hint style="info" %}
Not sure which analysis *approach* to pick once you're inside a workflow — for example, themes or questions? Read [Choosing the right analysis approach](/ailyze-docs/methods-and-best-practices/choosing-the-right-analysis-approach.md).
{% endhint %}

## Next steps

* [Upload and manage files](/ailyze-docs/getting-started/upload-and-manage-files.md) — get your files into Evidano before you start.
* [How to read your results](/ailyze-docs/analyze-data/how-to-read-your-results.md) — what every part of a results page means.
* [Common Research Workflows](/ailyze-docs/common-research-workflows.md) — find the walkthrough that matches your research scenario.


---

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