Purpose
1.2. Ensure automated reminders, multi-channel dispatching, real-time response tracking, and instant automated reporting and analytics to support HR’s drive for continuous improvement.
1.3. Centralize workflows to minimize manual survey administration, eliminate reporting delays, and automate actionable data delivery for executive leaders and HR.
Trigger Conditions
2.2. New employee onboarding: automate survey invitations upon HRIS entry.
2.3. Manager request: process automated survey campaigns triggered by manager submission forms.
2.4. Exit process: automate satisfaction survey upon employee resignation event log.
Platform variants
• Feature/Setting: Automate survey form distribution and collect responses into Sheets — Configure Forms API for survey creation, Sheets API for reporting.
3.2. Microsoft Power Automate (Forms, Outlook, SharePoint)
• Feature/Setting: Automator dispatches Microsoft Forms surveys, uses SharePoint Lists API for storage, Outlook for automated reminders.
3.3. SurveyMonkey (Send API, Webhooks)
• Feature/Setting: Automate survey sending and webhook-triggered reporting; configure Send API and results webhook.
3.4. Typeform (Responses API, Webhooks)
• Feature/Setting: Automated survey push and result aggregation by configuring webhooks for instant response logging.
3.5. Slack (Workflow Builder, API)
• Feature/Setting: Automates message sending to user groups; Workflow Builder to automate reminders.
3.6. Twilio (Programmable SMS API)
• Feature/Setting: Automate mobile SMS survey delivery using programmable messaging, configure survey link insertions.
3.7. SendGrid (Email API)
• Feature/Setting: Automate bulk personalized survey emails; configure Email Send API.
3.8. HubSpot (Workflows, Surveys API)
• Feature/Setting: Automate survey deployment using workflow automator and Surveys API for response logging.
3.9. BambooHR (Webhooks, Surveys Integration)
• Feature/Setting: Automate survey invitation on HR events using webhook triggers.
3.10. Zoho People (Automation Rules, Forms)
• Feature/Setting: Automate sending forms via workflow automation settings.
3.11. Salesforce (Flow, Surveys)
• Feature/Setting: Automatedly send surveys via Flow, configure Salesforce Surveys API for automation.
3.12. Airtable (Automations, Forms)
• Feature/Setting: Automate form link dispatch and answer aggregation with Automations tool.
3.13. Mailchimp (Campaign API, Automation)
• Feature/Setting: Automate segmented bulk survey campaigns using Campaign API, automate follow-ups.
3.14. Microsoft Teams (Bot Framework, Adaptive Cards)
• Feature/Setting: Automate survey distribution with bots sending adaptive cards to staff members.
3.15. Monday.com (Automations, Forms)
• Feature/Setting: Automate creation and dispatch of survey forms, triggered by specific HR events.
3.16. Asana (Webhooks, Email Integration)
• Feature/Setting: Automate task and survey reminder creation through webhook automation.
3.17. Notion (API, Integrations)
• Feature/Setting: Automate survey reminders using Notion API and automation integrations.
3.18. Qualtrics (Automated Survey Flow, API)
• Feature/Setting: Automate sophisticated survey campaigns and pull analytics with API integrations.
3.19. Trello (Butler Automation)
• Feature/Setting: Automate survey task cards and reminders using Butler automator.
3.20. Pipedrive (Workflow Automation)
• Feature/Setting: Automate survey follow-ups to HR pipeline entries using workflow automatable rules.
3.21. ActiveCampaign (Automations API)
• Feature/Setting: Automate email and SMS survey campaigns and reminders; configure Automations API.
3.22. Workday (Business Process Framework)
• Feature/Setting: Automate survey steps as part of HR business workflow automations.
3.23. Intercom (Outbound Messages, Webhooks)
• Feature/Setting: Automate targeted survey messages and instant follow-up based on behavior triggers.
Benefits
4.2. Automation increases response rates by sending tailored reminders and multi-channel survey invitations.
4.3. Instant, automated reporting accelerates actionable insights for management decision-making.
4.4. Automated error checking and data correlation ensures high-quality, reliable employee satisfaction metrics.
4.5. Automation reduces operational bottlenecks and allows HR teams to focus on strategic initiatives.