Survey theme digest

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.

This is the whole automation. Run it as it is, or change any word, including the tools it names.

  • Themes, not just scores
  • Low teams named

How it runs

  1. 1. Starts

    When a survey cycle closes

  2. 2. Reads

    survey cycle

  3. 3. Delivers to

    Email

  4. 4. You decide

    Approve each time, or let the steps you trust run. Your choice.

Why recruiters and HR teams set this up

Survey results are collapsed into a company-wide average, presented once, and then nothing changes. A team scoring badly on workload disappears inside the global number, so the one manager who could actually fix it never hears about it.

See the whole job: Engagement survey follow-up

Use it as is. Or make it yours.

Edit it the way you would edit a note to a colleague. It follows the new version from the next run.

  • Change when it runs

    Move it to another day or time, or start it when something arrives, like a new email.

  • Add your own rules

    Limits, exceptions and what good looks like go in the same file, in plain words.

  • Decide what waits for you

    Mark the steps that need your OK, and let the rest run.

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.

Other setups for the same job.

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

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