Health screening survey delivery and collection

Purpose

1.1. Automate health screening survey delivery and collection for parents/guardians and nannies in daily childcare operations.
1.2. Automates tracking of daily well-being and symptoms to ensure compliance with safety protocols.
1.3. Automation of reminders, survey completion monitoring, and immediate notifications for non-compliance or risk indicators.
1.4. Centralizes all submissions in an auditable digital record, reducing manual intervention in evidence gathering and reporting.
1.5. Automating escalation of alerts to supervisors or health officials in case of reported symptoms.

Trigger Conditions

2.1. Daily scheduled automation at start of operating hours.
2.2. Automated trigger based on calendar events or shift start.
2.3. Automating survey follow-up if not completed within a preset timeframe.
2.4. API/Webhook automation from attendance or check-in systems.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automates SMS delivery of survey links using Twilio API (Messaging > Send Message endpoint).
3.2. SendGrid
• Feature/Setting: Automates emailing of surveys via SendGrid API (Mail Send endpoint; handle batch personalization with dynamic templates).
3.3. Google Forms + Google Apps Script
• Feature/Setting: Automates form generation/distribution with Apps Script (Time-driven Triggers, MailApp.sendEmail function).
3.4. Microsoft Forms + Power Automate
• Feature/Setting: Automates survey distribution using "Send an email notification" and collects responses via "When a new response is submitted" trigger.
3.5. SurveyMonkey
• Feature/Setting: Automates survey send via SurveyMonkey API (Create Collector and Send Survey endpoints).
3.6. Typeform
• Feature/Setting: Automator sends unique Typeform links via Typeform API (Create Form, Invite Respondents endpoints).
3.7. Mailchimp
• Feature/Setting: Automates email campaigns for survey delivery using Mailchimp API (Create Campaign, Send Campaign endpoints).
3.8. Slack
• Feature/Setting: Automated DM or channel message with survey link using Slack API (chat.postMessage endpoint).
3.9. Microsoft Teams
• Feature/Setting: Automates posting survey links to chat/channels via Teams Graph API (Send chatMessage endpoint).
3.10. WhatsApp Business API
• Feature/Setting: Automator sends survey invites as automated WhatsApp messages (messages endpoint).
3.11. Telegram Bot
• Feature/Setting: Automates sending interactive surveys via Telegram Bot API (sendMessage, sendPoll, sendDocument endpoints).
3.12. Facebook Messenger
• Feature/Setting: Automating Messenger survey invitations (Send API).
3.13. Zoho Survey
• Feature/Setting: Automates sending personalized invites using Zoho Survey API (Send Survey Invitations endpoint).
3.14. HubSpot
• Feature/Setting: Workflow automation for sending survey emails via HubSpot Workflows + Marketing Email API.
3.15. Airtable
• Feature/Setting: Automator generates and distributes Airtable Forms, tracks submissions via webhook triggers.
3.16. JotForm
• Feature/Setting: Automates survey creation and distribution with JotForm API (Form Creation, Send Invitation).
3.17. Monday.com
• Feature/Setting: Automation triggers board updates for survey delivery/collection (Automations Center, integrations).
3.18. Zendesk
• Feature/Setting: Automates survey follow-up via ticketing automation (Triggers), custom fields for response tracking.
3.19. Salesforce
• Feature/Setting: Process Builder automates health screening survey workflow; triggers survey delivery emails.
3.20. ActiveCampaign
• Feature/Setting: Automates email campaigns for daily surveys (Automations > Send Email action).
3.21. Outlook 365
• Feature/Setting: Automator schedules/automates emails with survey links using Microsoft Graph API (sendMail endpoint).
3.22. Zoho CRM
• Feature/Setting: Workflow rule automates survey emails based on attendance or time triggers.

Benefits

4.1. Automates compliance documentation and reduces administrative workload.
4.2. Ensures timely, automated health data collection for all participants each day.
4.3. Automated reminders and follow-ups prevent missed screenings.
4.4. Immediate, automated escalation ensures faster intervention for suspected illness.
4.5. Centralizes data and automates reporting for audits and regulatory compliance.
4.6. Automating survey management increases transparency, accountability, and health safety in childcare operations.