Send a survey and collect responses

Create a custom survey including a configurable deadline and duration. Then, automate sending the survey, collecting responses, and creating a summary.

Workflow steps in Catalytic

Send custom survey to list of recipients

1

Once the deadline passes, calculate the response rate

2

Summarize responses and survey performance in Excel spreadsheet

3

Send summarized report over email

4

Tagged:

people ops

finance ops

customer ops

document assembly

tasks forms

Created by: Catalytic

Already a Catalytic user?

Find this installable workflow in the Catalytic platform's Showcase Templates to start configuring this process for yourself.