1.Triggers monthly survey run
Integrate Schedule by Zapier and scheduling tools to start the workflow for the configured survey period to initiate survey digests.
Send monthly employee survey summary to People Ops
Automatically monitor the monthly employee survey schedule across SharePoint and HR workflows. Create an email-ready survey digest with participation, NPS metrics, and follow-up candidates so you can reduce reporting and follow-up work.
How this automation accelerates People Ops follow-up
When the monthly survey day arrives, survey results can pile up and follow-up lists get missed. This automation finds SharePoint responses, computes metrics and participation, and sends an email-ready summary to People Ops and stakeholdersβso you can act faster.
Schedule by Zapieror swap with your favorite app
2.Finds survey responses
Integrate Microsoft SharePoint and data lookup tools to find responses for the configured survey period to return completed response rows.
Microsoft SharePointor swap with your favorite app
3.Normalizes and pivots answers
Integrate Code by Zapier and data transformation tools to normalize rows and pivot responses to prepare score lists and follow-up flags.
Code by Zapieror swap with your favorite app
4.Fetches headcount for participation
Integrate Webhooks by Zapier and HR query endpoints to optionally fetch total employees to compute participation percentage inputs.
Webhooks by Zapieror swap with your favorite app
5.Computes metrics and builds HTML
Integrate Formatter by Zapier and calculation tools to compute averages, NPS buckets, and breakdowns to generate a short HTML summary block.
Formatter by Zapieror swap with your favorite app
6.Sends People Ops email summary
Integrate Microsoft Outlook and email delivery workflows to map the HTML summary and send it to People Ops distribution and stakeholders.
Microsoft Outlookor swap with your favorite app
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