Engagement survey follow-up

Turns survey results into named follow-up conversations with the managers whose teams scored lowest.

macOS — coming soonSee the 2 automations
HR / AUTOMATE.md

When a survey cycle closes, group the results into themes and name the teams with the lowest scores, then send the summary to the leadership team.

Ready-made: Survey theme digest

The job, and what good looks like.

Most engagement surveys produce a deck and then nothing. Results are averaged across the whole company, shown once to a leadership group that cannot act on the detail, and a team scoring badly on workload is buried inside a number that looks acceptable. This workflow turns a closed survey cycle into a short list of named follow-ups. Results are grouped into themes rather than scores, and each low-scoring theme is attached to the teams responsible for it. Within a week, every affected manager gets the three themes that matter most for their team and a booked conversation about what actually changes. Themes carry forward, so the next cycle is compared against this one instead of starting from scratch. A human still decides what to commit to, whether a low score is a real signal or a small sample, and how much of the result is shared more widely. The workflow makes sure the result lands with an owner; it does not decide the response.

When it is handled

  • Every low score has an owner
  • Follow-ups booked within a week
  • Themes tracked over time

Works with tools like

  • Culture Amp
  • Lattice
  • Google Calendar
  • Slack

Ready-made automations. Pick the one that fits.

Each one is a plain-language document. Run it as it is, or change the timing, the rules and the tools to match your team.

Manager follow-up booking

When a survey cycle closes, email each affected manager the three lowest themes and book a 30-minute follow-up with them.

7 days after a survey cycle closes

Survey theme digest

When a survey cycle closes, group the results into themes and name the teams with the lowest scores, then send the summary to the leadership team.

When a survey cycle closes

You stay in charge.
At every step.

It reads and ranks. People decide about people.

  • It never rejects anyone

    It ranks and summarizes against your written criteria, with a reason for each. Every decision stays with you.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Candidate data stays contained

    Each automation reaches only the inbox and folders you connect for it.

Survey theme digest

Approve before it sends the email?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Your applicant tracking system's automations

Moving candidates between stages and sending template emails.

They can't read a CV against your real criteria or explain why someone made the shortlist.

Flowchart automation tools

Copying records between HR apps.

Every exception becomes another branch someone has to build and maintain.

AI chat assistants

Summarizing a CV when you paste it in.

Applications keep arriving while nobody is asking, and the criteria live in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Related workflows.

Performance reviews

Runs the review cycle with a written submission for every person and a calibration step before ratings are shared, so nobody is judged on one manager's memory of nine months ago.

1 automation

Leave tracking

Turns a leave request into a decision, a corrected balance, and cover the team can see, so an absence is never discovered at payroll or on the Monday it happens.

1 automation

Offboarding and access revocation

Closes the employee record, revokes access on time, and captures the exit conversation while it is still useful.

2 automations

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon