Your research platform now takes instructions from the AI tools you already use.

PlaybookUX connects over MCP to Claude, Copilot, and the rest of your AI stack, so a plain-language ask turns into a live research project or a finished set of insights, no tab-switching required.

Insights only matter where decisions happen.

PlaybookUX captures the answer the moment a study wraps: themes, quotes, video. But insight only helps if it shows up where the decision actually gets made: the chat window, the planning doc, the sprint review. Most research sits one tab away from where it's needed, and one tab away is often too far.

Diagram showing PlaybookUX connecting via MCP to Claude, ChatGPT, Copilot, and other AI tools PlaybookUXMCP SERVER ClaudeDESKTOP / CODE ChatGPTCUSTOM GPT CopilotMICROSOFT 365 Your PM toolNOTION / SLACK Any MCP clientOPEN PROTOCOL

Ask for it. PlaybookUX handles the rest.

The connector exposes PlaybookUX as a set of actions your AI assistant can call directly. Right now, that means two things, done well.

01 / LAUNCH

Create a PlaybookUX project

Describe the study you need (method, questions, audience) and your assistant builds the draft project in PlaybookUX, ready for you to review and launch.

You asked

"Set up a 15 question unmoderated test with marketers who use SEMrush."

  • ✓Project createdUnmoderated
  • ✓15 tasks and questions written15 of 15
  • ✓Screener addedUses SEMrush
  • ✓Audience targetedMarketers
Draft ready to review and launch
02 / UNDERSTAND

Analyze finished research

Point your assistant at a completed study and it pulls themes, sentiment, and notable quotes straight out of PlaybookUX, in the format you're already working in.

You asked

"What did participants struggle with in the onboarding study?"

  • ✓Study locatedOnboarding
  • ✓Sessions and transcripts pulledAll participants
  • ✓Pain points grouped into themesBy frequency
  • ✓Supporting quotes and clips attachedWith timestamps
  • ✓Next steps recommendedPrioritized
Findings summary ready to share

What teams actually use it for.

Not hypothetical AI magic, just the everyday research work that gets faster when it's one message away.

Product

Kick off a test without opening a tab

A PM types the study they need into Claude between meetings. The draft is sitting in PlaybookUX by the time they're back at their desk.

Research Ops

Turn a debrief into a decision

Right after a study wraps, pull the key findings straight into the PRD or roadmap doc, no copy-pasting from a report.

Leadership

Get answers without digging

"What have we learned about onboarding?" gets answered from real study data, not from whoever remembers the deck.

Design

Prep for a stakeholder review

Pull the exact quotes and moments that back up a design decision, ready to drop into slides before the meeting.

Customer Success

Spot patterns across studies

Ask your assistant to compare findings from several projects at once and surface what keeps coming up.

New hires

Onboard without a research archive

New teammates ask what's already been learned instead of hunting through old files, and get a grounded answer.

Documentation

Reports formatted exactly how your team reads them

Ask for a Confluence or Notion page in your team's own structure, and get a finished report written that way, not a generic export you have to reformat.

Distribution

Findings that show up without being asked

New research reports post automatically to the Slack or Teams channels your team already watches, no forwarding, no forgetting to share.

One connection. Every AI tool, covered.

PlaybookUX doesn't need a separate plugin for every AI tool you use. Connect it once, and it works with whatever you're already typing into.

Step 1

You ask, in plain language

Type what you need into Claude, Copilot, or any AI tool you already use, no special commands or syntax.

Step 2

It's understood automatically

Your request is matched to the right action (launch a study, pull findings) without you setting anything up.

Step 3

PlaybookUX does the work

Your workspace runs it against your real projects and data, then hands the result back where you asked.

PlaybookUX Footer Redesign