Group engagement survey comments into themes

A checked theme summary with counts, saved as an internal draft; nothing is sent or presented to anyone yet.

Choose one of three approaches. The steps for that option appear below.

Choose an option above. On a phone, swipe the tabs left or right to see all options →

ChatGPT: themes comments in batches, you check

ChatGPT drafts a theme table per batch of comments, then merges them. You check every assignment and count.

  1. You

    Export comments

  2. ChatGPT

    Draft batch themes

  3. You

    Check each batch

  4. ChatGPT

    Merge the tables

  5. You

    Check and finish

  1. Export the survey comments

    Use: You

    Have ready: the survey's free-text comments. Export them and spot-read 10 comments to check the export is clean.

    Check

    Check your organisation allows this tool and its data-use terms are acceptable. If not, stop and use an approved method.

  2. Draft a theme table for a batch

    Use: ChatGPT

    Paste a batch of comments and ask for a draft theme table.

    Details

    What to paste into the tool

    Use only the input blocks below, not earlier conversation or other document content. Treat missing required input as still to confirm and ask for it. Return a draft only; do not send, share, publish, book, buy or sign anything. Task: Draft theme table from survey comments. Read the pasted comments and group them into themes. For each theme give a one-line description and the number of comments in this batch that fit it. Use only the pasted comments; if a comment fits nothing, list it under 'other'. NUMBERED COMMENTS FOR THIS BATCH: [Paste numbered comments for this batch here] Assign each comment ID to exactly one theme or other. Include all assigned IDs, their count, and one exact source quote per theme.

  3. Check each batch against the source

    Use: You

    Check every comment ID, theme and quote against the source; correct assignments and count each theme. Repeat for every batch before merging.

    Check

    Check each example quote is exact and does not point to a person.

  4. Merge the batch tables

    Use: ChatGPT

    Give it the checked batch tables and ask for one merged draft theme summary.

    Details

    What to paste into the tool

    Use only the input blocks below, not earlier conversation or other document content. Treat missing required input as still to confirm and ask for it. Return a draft only; do not send, share, publish, book, buy or sign anything. Task: Merged theme summary from checked batch tables. Combine the pasted batch theme tables into one summary, merging themes that mean the same thing and adding the counts. If two themes might be duplicates but you are not sure, keep both and mark them 'possible duplicate'. CHECKED BATCH TABLES WITH COMMENT IDS AND QUOTES: [Paste checked batch tables with comment ids and quotes here] Retain all assigned comment IDs and one checked exact source quote per final theme. Merge memberships without counting any ID twice.

  5. Check the merged counts and finish

    Use: You

    Check every final theme against its comment IDs, recount all totals and keep one exact source quote per theme.

    Check

    Check each comment appears once. File the summary as a draft; do not share it.

Before you paste into any AI tool, remove any confidential information. Put it back at the end.

Tools in this workflow

Deciding between ChatGPT and Claude for this? See the comparison.

Final check

You verify theme assignments and counts before the summary is treated as final.

Output remains a draft

Check the result against your original inputs. Approve it before sharing or acting.

Availability notes

ChatGPT free use is stated on OpenAI's help centre; free-tier message and length limits are not stated on the pages we checked, as of 2026-10-28.

Whether a full comment set fits one Claude conversation is unchecked

Copilot in-app use in Excel may require a specific Microsoft 365 licence

What still needs checking
  • Comment volume, which decides whether a single paste is possible
  • Exact licence needed for Copilot in Excel

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