Enrich or Ignore: Auditing a Raw Mentions Export
Objective: Given a raw 30-row mentions export with no sentiment or topic tags, apply the lesson's enrichment and routing layers to decide which mentions need action today versus which are noise.
You're the community insights analyst at Robinhood. Support just forwarded a raw export of 30 mentions pulled from a brand-keyword search, unsorted, untagged, and dumped in a spreadsheet an hour before your weekly sync.
Tag sentiment and topic on every row, then decide which rows need a named owner today and which can wait for the weekly digest.
Before you start
What you'll need
Free path (everything below is enough to finish)
No account setup, works with a pasted CSV, sufficient for a 30-row manual audit
Paid upgrades (optional, faster/deeper)
Built-in sentiment tagging and team-assignment workflows replace the manual columns once mention volume exceeds a few hundred rows a week
The process
2 steps
Step 01 of 02
The lesson's Layer 3 says raw mentions are not insights until they carry sentiment, topic, and journey-stage tags.
The export has 30 rows of raw mention text with no columns beyond handle and platform. Which 3 columns do you add before anything else is usable?
Procedure
- Paste all 30 rows into column A, freeze row 1
- Add columns: Sentiment (positive/negative/neutral), Topic (app crash, fees, onboarding, praise, other), Journey Stage (awareness, consideration, post-purchase)
- Tag each row by reading the raw text, not by keyword-matching alone
- Flag any row containing 'lawsuit', 'fraud', 'locked me out', or 'can't withdraw' in a 4th column, Crisis Flag
Row 14: '@user2291: locked out of my account for 3 days, no response, moving my money elsewhere' Sentiment: Negative | Topic: Onboarding/Access | Journey: Post-purchase | Crisis Flag: YES Row 22: '@user8830: just did my first options trade, so easy' Sentiment: Positive | Topic: Praise | Journey: Post-purchase | Crisis Flag: NO
Healthy
3 rows carry a Crisis Flag and get pulled into a separate list before the sync even starts.
Unhealthy
All 30 rows are read once, summarized as 'mostly positive, some access complaints,' and nobody notices the 3 rows describing locked accounts.
What this means
Enrichment isn't a nice-to-have formatting step, it's the filter that separates a row worth escalating from a row worth ignoring.
So what do I do about it?
| Symptom | Action | Effort |
|---|---|---|
| A crisis-shaped complaint sits unflagged in row 14 of an unsorted export | Add a Crisis Flag column and scan for account-access, legal, and financial-harm language before any other tagging | 5 min |
Step 02 of 02
The lesson's Layer 4 argues an insight that sits in a dashboard nobody opens is the same as no insight; every tagged mention type needs a predetermined owner.
You now have 3 crisis-flagged rows, 8 negative access/fee complaints, and 19 neutral-to-positive rows. Who gets each bucket, and how fast?
Procedure
- Route the 3 crisis-flagged rows to comms on-call with a same-hour SLA
- Route the 8 negative access/fee rows to the support lead's queue with a same-day SLA
- Bundle the 19 neutral/positive rows into the weekly digest, no individual owner needed
ROUTING SUMMARY Crisis (3 rows) -> Comms on-call, SLA: 1 hour Negative/access (8 rows) -> Support lead queue, SLA: same day Neutral/positive (19 rows) -> Weekly digest, no individual action
Healthy
Every row has an owner and an SLA before the sync starts, so the meeting is a status check, not a triage session.
Unhealthy
The meeting opens with 'so what do we do with these,' spending 20 minutes re-doing the triage live for the third week running.
What this means
Routing decisions belong in the spreadsheet before the meeting, not in the meeting itself.
So what do I do about it?
| Symptom | Action | Effort |
|---|---|---|
| Every weekly sync starts with 15-20 minutes of live triage | Pre-assign an owner and SLA column to every enriched row before the meeting is scheduled | 5 min |
Final deliverable
An enriched, routed version of the mentions export with an Owner and SLA assigned to every row.
See a reference example
PolicyBazaar mentions triage, week of Mar 3 CRISIS (2 rows) 1. @user4410: 'PolicyBazaar approved my claim then reversed it with no explanation' -> Comms on-call, 1hr SLA NEGATIVE/ACCESS (6 rows) 1. @user1102: 'app keeps logging me out mid-renewal' -> Support lead, same-day SLA DIGEST (22 rows): mostly praise for claim-settlement speed, no action needed
Success criteria
You're done when you can:
- Every row is tagged with sentiment, topic, and journey stage
- Crisis-shaped complaints are correctly flagged and separated from routine negative feedback
- Every row carries a named owner and an SLA before the meeting starts