Screener cloning

Lifts screener questions you already trust from a past study into a new one, then reads the result back before anything goes out.

Workflow 6 of 12Study designSeptember 30, 2026

Get the workflow

Enter your details and the prompt appears here, ready to copy.

Can I reuse screener questions from a past study?

Yes. An AI tool connected to Great Question can open a past study's screener, show every question with its qualifying logic, add the ones you pick to a new study's screener, and read the new screener back in order. Because it writes to a live study, you approve twice: once on which questions to copy, and once on the read-back before anyone is invited.

Who runs it
Whoever is designing the study.
Where you sign off · You approve first
Twice. Once on which questions to copy, once on the read-back. This workflow writes to a live study, so the read-back is not optional.
Schedule it · By hand
No.

How to run it in Claude, ChatGPT, Cursor or Copilot

The prompt is the same in every tool. What changes is where you connect Great Question and where you paste it.

Run it in Claude

  1. 1

    Connect Great Question to Claude

    In Claude Desktop, open Settings → Connectors → Add custom connector. Name it Great Question, paste https://greatquestion.co/api/mcp/v1, then Save and Connect and sign in with your Great Question account. Restart Claude so the tools load.

  2. 2

    Paste the prompt

    Start a new chat and paste the prompt. Claude asks before it uses each Great Question tool; allow the read tools, and read anything it proposes to write before you allow it.

Your admin has to switch the MCP on in Great Question first. The MCP guide covers every tool, the security model and a team rollout.

The tools it calls

Named so you can see exactly what the agent touches before you let it near anything.

  • get_interview_screener
  • add_interview_screener_question
  • update_interview_screener_question

What we never automate

Four rules sit under every workflow here, and they matter more than the workflows.

  • Nothing reaches a participant without a person

    No workflow sends an invitation, an email or a reminder. The MCP can do those things. They are left out on purpose, because a scheduled job that contacts your customers is a different category of risk from one that reads a transcript.

  • Nothing launches a study without a person

    An agent can build the screener and draft the messages. Someone still presses go.

  • Nothing reaches a stakeholder unchecked

    The synthesis workflows hand you quotes with links attached so you can check them in one click. Use the click. A misattributed quote in a board deck costs more than the hour it saved.

  • Nothing sees more than the person who connected it

    Permissions follow the individual, so an agent connected by a PM reaches exactly what that PM reaches. Your admin decides whether it is available at all.

Questions

Why not use a screener template?

If you already have one, apply it. This workflow is for the screener that worked on a past study and never became a template, which is most of them.

Does it keep the qualify and disqualify logic?

It reads the logic back with each question so you can check it carried over. Treat the read-back as the test, not a formality.

Can it write screener questions from scratch?

Yes, but that's a different job. The screener builder skill turns a persona into new questions; this workflow reuses ones you already trust.

Related reading

More workflows

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