Human Resources & Internal OperationsPurpose
1.2. Automating periodic check-ins to detect satisfaction trends, organizational bottlenecks, retention risks, and to drive engagement initiatives.
1.3. Ensure anonymous, secure, real-time responses that inform HR on actionable improvements, compliance, and well-being.
1.4. Automation covers multi-channel delivery (email, SMS, web, mobile apps), auto-reminders, real-time aggregation, instant reporting, and management alerts for critical issues detected.
Trigger Conditions
2.2. Onboarding completion (auto-survey after 30 days).
2.3. Automated trigger after major HR events (policy changes, leadership changes).
2.4. Automated manual HR input (adhoc survey launch).
2.5. Integration-triggered event from HRMS.
Platform Variants
• Feature: Automated survey form generation & response collection; API: Forms API — automate creation, distribution, and results aggregation.
3.2. Microsoft Forms
• Feature: Automated survey link distribution via Graph API; configure automated polling and response analysis.
3.3. Typeform
• Setting: Auto-generate surveys, use Webhooks/API to automate response handling and push to dashboards.
3.4. SurveyMonkey
• API: Surveys API — automate survey creation, invitations, and automated collection of analytics.
3.5. Jotform
• Integration: Jotform API to automate employee invitations and fetch completions for dashboarding.
3.6. Zoho Survey
• Feature: Zoho Survey API for automated campaign launches and feedback score push into Zoho People.
3.7. Slack
• Setting: Workflow Builder / API to automate direct survey questions and reminders in automated employee channels.
3.8. MS Teams
• Feature: Automated survey notifications and reminders via Bots/API into HR or company-wide channels.
3.9. Twilio SMS
• API: Programmable Messaging — automate SMS survey dispatch and reply handling for field staff with no internet.
3.10. SendGrid
• Feature: Automate bulk email survey invitations and scheduled follow-ups using Marketing Campaigns API.
3.11. Mailchimp
• Setting: Automated survey campaign creation and scheduled dispatch; auto-unsubscribe for completed responders.
3.12. HubSpot
• API: Feedback Surveys API — automate distribution and pipelined analytics to HR dashboard.
3.13. Salesforce
• Setting: Automated survey flows via Survey Builder and Flow Builder automation.
3.14. Qualtrics
• API: REST API for automating survey distribution, collection, and automated result routing.
3.15. BambooHR
• Feature: Automated survey dispatch based on employee lifecycle event triggers using BambooHR automation API.
3.16. Workday
• API: Survey automation via Business Process Framework — targeted at event-driven feedback.
3.17. SAP SuccessFactors
• Setting: Automated Pulse Survey using SuccessFactors APIs; schedule and automate workforce feedback.
3.18. Monday.com
• Feature: Automate survey task assignments and reminders via Automations and API triggers.
3.19. Airtable
• API: Automated survey form generation and auto-aggregation of responses to linked tables (Bases API).
3.20. Notion
• Setting: Notion API — auto-create databases for survey results, automate notification of new submissions.
3.21. Trello
• Feature: Automate creation of survey completion checklist cards per employee, auto-update HR list.
3.22. Asana
• Setting: Workflow automation to assign survey tasks, automate reminders, and track completions.
Benefits
4.2. Reduces HR manual workload with automated survey dispatch and automated reminders.
4.3. Ensures high participation via automated multi-channel survey automations (email, SMS, chat).
4.4. Centralizes analytics, automating rapid reporting for leadership actions.
4.5. Enables automating trigger-based satisfaction interventions and automates compliance reporting.
4.6. Supports continuous improvement with recurring automated satisfaction checkups.