Internal feedback and review collection

Purpose

1.1. Streamline internal feedback and review gathering from adoption agency staff to monitor satisfaction, identify improvement areas, promote transparency, and ensure ongoing training and resource optimization.
1.2. Provide scheduled, automated touchpoints for feedback collection post-event, training, or periodically, ensuring consistent data for HR and management oversight.
1.3. Aggregate and format collected data for analysis and reporting, with secure data handling to maintain confidentiality and compliance.

Trigger Conditions

2.1. Completion of a case or adoption process.
2.2. After staff training or resource workshop sessions.
2.3. Monthly/quarterly scheduled intervals.
2.4. Manual initiation by HR or supervisors.
2.5. Upon staff onboarding or exit.

Platform Variants

3.1. Slack
• Feature/Setting: Incoming Webhooks API — send custom surveys directly; configure via URL and JSON payload.
3.2. Microsoft Teams
• Feature/Setting: Adaptive Card via Teams Bot — automate card delivery; set bot endpoint and permissions.
3.3. Google Forms
• Feature/Setting: Form API — auto-generate and distribute form links via email triggers.
3.4. SurveyMonkey
• Feature/Setting: Webhook API — generate feedback links; configure trigger event.
3.5. Typeform
• Feature/Setting: Responses API — distribute, collect, and push feedback into dashboards using form ID.
3.6. Zoho Survey
• Feature/Setting: CreateSurvey API — configure trigger to staff email; collect responses.
3.7. JotForm
• Feature/Setting: Webhook integration — send form invites; retrieve responses by form ID.
3.8. Qualtrics
• Feature/Setting: Survey Distribution API — automate survey send-outs; set up event-based distribution.
3.9. Outlook
• Feature/Setting: Microsoft Graph Mail API — schedule survey invitations; configure send event.
3.10. Gmail
• Feature/Setting: Gmail API Send — trigger feedback request based on defined filters.
3.11. Google Sheets
• Feature/Setting: App Script Trigger — log feedback on form submission; use onEdit trigger.
3.12. Airtable
• Feature/Setting: Automation Trigger — record feedback entries; configure base/table and trigger.
3.13. Trello
• Feature/Setting: Butler Automation — auto-create review cards post-training; set up rule.
3.14. Asana
• Feature/Setting: Forms + Rules — automatically assign review tasks; configure form submission rule.
3.15. Monday.com
• Feature/Setting: Automations — send feedback requests post-project; trigger with workflow.
3.16. Salesforce
• Feature/Setting: Survey Builder + Workflow — schedule staff surveys using object-based triggers.
3.17. Zendesk
• Feature/Setting: Trigger and Automations — send internal CSAT request after ticket closure.
3.18. HubSpot
• Feature/Setting: Workflow Automation — deliver employee surveys after staffing events.
3.19. Mailchimp
• Feature/Setting: Automated Emails — distribute feedback surveys with schedule.
3.20. Twilio
• Feature/Setting: Messaging API — send SMS feedback prompts; configure send trigger by event.

Benefits

4.1. Consistently captures actionable staff insights, reducing manual admin work.
4.2. Ensures timely, relevant feedback leading to rapid operational improvements.
4.3. Promotes continuous dialogue with staff, supporting engagement and retention.
4.4. Improves data-driven HR and resource management decisions in adoption agencies.
4.5. Enhances compliance and thoroughness for internal reviews within family services sector.