Automated staff performance feedback requests

Purpose

1.1. Automate the end-to-end requesting, collection, and aggregation of staff performance feedback after staff complete specific adventure activities, shifts, or event bookings.
1.2. Ensure consistent feedback cycles, reduce manual HR/admin work, and enable rapid, data-driven performance insights for continuous improvement and compliance.
1.3. Maintain a seamless experience for both feedback requesters (clients, supervisors) and responders (customers, colleagues) across multiple channels and platforms.

Trigger Conditions

2.1. Completion of a staff shift or activity booking.
2.2. Closure of a customer booking in the reservation/CRM system.
2.3. Scheduled recurring interval (e.g., weekly, monthly feedback).
2.4. Manual trigger by a supervisor or HR manager.
2.5. Receipt of positive/negative incident flag or customer note in the main CRM.

Platform Variants

3.1. Slack
• Feature: Scheduled message + workflow builder
• Setting: Configure automated requests to staff channels using custom feedback forms.

3.2. Microsoft Teams
• Feature: Power Automate — post message in team channel
• Setting: Set up workflow to trigger form link to staff at end of each shift.

3.3. Google Forms
• Feature: Form submission API
• Setting: Auto-send form invites via Gmail or Calendar events upon booking completion.

3.4. Typeform
• Feature: Webhook auto-invite
• Setting: Configure webhook to trigger feedback form when new event closes.

3.5. Zoho People
• Feature: Automated Performance Feedback Module
• Setting: Enable and trigger evaluations on task completion.

3.6. SurveyMonkey
• Feature: Email Collector API
• Setting: Connect system triggers to send survey post-activity.

3.7. Twilio
• Feature: Programmable SMS
• Setting: Send feedback request SMS using event completion API.

3.8. Zendesk
• Feature: Triggered Ticket Responses
• Setting: Auto-send feedback link on ticket closure.

3.9. Freshdesk
• Feature: Scenario Automation
• Setting: Initiate staff feedback survey when customer interaction ends.

3.10. Salesforce
• Feature: Process Builder, Email Alerts
• Setting: Trigger surveys after closing tasks related to staff performance.

3.11. HubSpot
• Feature: Workflow automation + Feedback Survey tool
• Setting: Schedule automatic survey dispatch after linked staff activity.

3.12. Mailchimp
• Feature: Automated Email Campaign
• Setting: Launch campaign to request feedback on predefined trigger.

3.13. Gmail
• Feature: Scheduled Send + Apps Script
• Setting: Auto-send preconfigured feedback emails at shift end.

3.14. Outlook
• Feature: Flow Rules with Power Automate
• Setting: Trigger feedback request emails to staff on calendar event closure.

3.15. BambooHR
• Feature: Employee Feedback Automation
• Setting: Auto-deploy surveys post-recorded shift or performance event.

3.16. SurveySparrow
• Feature: Automated Survey Triggers
• Setting: Activate survey on event registration or booking completion.

3.17. Intercom
• Feature: Custom Bots + Event Trigger
• Setting: Have bots send staff/customer feedback surveys on activity finish.

3.18. Airtable
• Feature: Automation & Script
• Setting: Automate survey dispatch based on status field change.

3.19. Asana
• Feature: Rules & Integrations
• Setting: Trigger feedback request upon task completion.

3.20. Monday.com
• Feature: Automations & Forms
• Setting: Prompt for feedback automatically at specific pipeline stages.

Benefits

4.1. Drastically reduces admin overhead for performance management.
4.2. Enhances feedback frequency and response rates for better performance monitoring.
4.3. Provides managers with real-time, actionable insights.
4.4. Standardizes and streamlines feedback process across multiple adventure activities.
4.5. Improves staff development, compliance, and guest experience.