Purpose
1.2. Automate real-time employee evaluations from supervisors, peers, and customers.
1.3. Ensure consistent feedback delivery to all staff; centralize data for analytics and HR compliance.
Trigger Conditions
2.2. Supervisor submission of end-of-day reports.
2.3. Customer exit survey completion.
2.4. Automated reminders if no feedback received within set period (e.g., 24 hrs).
Platform Variants
3.1. Twilio SMS
- Feature: Programmable SMS
- Setting: Configure to send SMS surveys to staff/customers using API endpoint /Messages with feedback prompts.
3.2. SendGrid
- Feature: Email API
- Setting: Use /mail/send endpoint to distribute feedback forms and collect responses via reply tracking.
3.3. Slack
- Feature: Incoming Webhooks
- Setting: Send automated feedback requests to staff channels/groups after each shift.
3.4. Microsoft Teams
- Feature: Adaptive Cards
- Setting: Automate feedback form delivery via Bot Framework; collect responses to a dedicated feedback channel.
3.5. Google Forms
- Feature: Form Submission Triggers
- Setting: Auto-email staff a feedback form after clock-out using form triggers.
3.6. Typeform
- Feature: API Webhooks
- Setting: Automate sending feedback survey links; collect responses via webhook to central DB.
3.7. SurveyMonkey
- Feature: Survey Invitations API
- Setting: Auto-send survey invites post-shift; collect completion status updates.
3.8. Zendesk
- Feature: Ticket API
- Setting: Create internal tickets for feedback requests; route responses to HR queue.
3.9. Salesforce
- Feature: Feedback Management
- Setting: Automate Chatter posts or email reminders for performance reviews using Process Builder.
3.10. Airtable
- Feature: Automations
- Setting: Auto-create feedback records; send notifications to relevant staff.
3.11. Monday.com
- Feature: Automations & Forms
- Setting: Set up form submission as a workflow trigger to distribute/collect feedback tasks.
3.12. Zoho People
- Feature: Performance Feedback Workflow
- Setting: Automate feedback cycle kicks using feedback module API.
3.13. Google Sheets
- Feature: Apps Script
- Setting: Script sends feedback collection sheet after set events, tracks response status.
3.14. Notion
- Feature: Database API
- Setting: Create new feedback entries and send survey links after shift changes using API endpoints.
3.15. HubSpot
- Feature: Workflows
- Setting: Trigger automated survey emails post-interaction via workflow automation.
3.16. Mailchimp
- Feature: Campaign API
- Setting: Trigger personalized feedback email campaigns after shift or customer visits.
3.17. Freshdesk
- Feature: Feedback Widget
- Setting: Auto-prompt for staff/customer feedback at ticket closure or post-visit.
3.18. Asana
- Feature: Task Automation
- Setting: Auto-create tasks for managers to review and respond to feedback submissions.
3.19. Discord
- Feature: Bot Integration
- Setting: Code bot to DM feedback forms to users post-event and log responses.
3.20. BambooHR
- Feature: Performance Review API
- Setting: Schedule and automate performance feedback requests to staff via the review module.
Benefits
4.2. Reduces manual HR/admin burden and enables real-time feedback loops.
4.3. Centralizes feedback data for HR analytics and performance tracking.
4.4. Increases staff engagement and accelerates operational improvements.
4.5. Enhances transparency and accountability in staff management processes.