About This Automation
Employee satisfaction surveys are critical for understanding workforce engagement and identifying retention risks, but running them manually consumes significant HR time.
Automation handles the entire survey lifecycle from employee list management through final report delivery. The result is faster insights, higher response rates, and HR teams freed from repetitive administrative work.
Top friction points when done manually
The issues teams report most often with this process
Automation readiness
How well-suited this process is for automation
How The Automation Works
The full workflow, from trigger to completion.
A scheduled date or manual trigger initiates the survey campaign. The automation platform checks the survey configuration and employee list.
The automation retrieves the current active employee email list and metadata, filtering by department or team as configured.
Personalised survey invitations are sent to all employees, with subject lines and body text customised by department or role.
The automation checks response counts daily and calculates response rate percentages, flagging low-engagement departments.
Non-responders receive reminder emails on a set schedule (e.g. day 3 and day 7 of the survey window), personalised by department.
Once the survey closes, responses are automatically downloaded, deduplicated, and loaded with department and sentiment tags applied.
The automation calculates summary statistics, response rates, sentiment scores, and trend analysis, populating a live dashboard and.
A formatted summary with key findings, charts, and action items is sent to leadership and department heads, with a link to the full dashboard.
Most popular tool stack used
— the complete tool combinations companies use
Google Forms
Google Sheets
HubSpot
Gmail
SlackWhat you get when you map this process
Everything you need to understand, plan, and build your automation.
ROI and business case
What this process costs today and what changes once it's automated.
Launch schedule
What gets built, in what order, and what success looks like once it's live.
Process runbook
How the automation runs day to day, including exceptions and human decision points.
Developer handover pack
Full build spec, logic, and configuration — ready to hand off without a briefing call.
Integration and connections guide
Every tool connection, credential, and data mapping the build needs.
Test and QA plan
Every scenario checked and signed off before the automation goes live.
Recommended for you
Other high-impact processes teams commonly map alongside this one.
Frequently asked questions
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
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