Create a custom survey including a configurable deadline and duration. Then, automate sending the survey, collecting responses, and creating a summary.
Send custom survey to list of recipients
Once the deadline passes, calculate the response rate
Summarize responses and survey performance in Excel spreadsheet
Send summarized report over email
Tagged:
people ops
finance ops
customer ops
document assembly
tasks forms
Created by: Catalytic
See Catalytic in action and how you can use this workflow by scheduling a personalized demo with us.
Request your 14-day guided trial to use this workflow and learn to build countless others.
Find this installable workflow in the Catalytic platform's Showcase Templates to start configuring this process for yourself.
Get a demo of an example employee engagement survey workflow in Catalytic.
This Catalytic workflow allows you to automatically create templated documents and send them to the specified recipient for sign-off.
This Catalytic workflow allows you to automatically send templated emails containing custom data from a spreadsheet.