An annual engagement survey tells you what people felt eleven months ago. A short recurring check-in tells you what changed this month. This automation sends it, reads it, and shows the trend line per team.
What's Included
- Recurring send: the same short check-in on a set schedule, so responses are comparable over time.
- Theme tagging: an AI agent groups free-text answers into recurring themes instead of leaving 300 comments unread.
- Trend view: scores plotted per team across cycles so a two-cycle slide is visible.
- Scoped visibility: individual answers stay protected by role-based permissions while managers see their team trend.
- Named follow-up: a flagged theme becomes an owned action item, not a slide.
How To Use
- Clone the Mood Tracker and set your five questions.
- Choose the cadence you can genuinely sustain.
- Turn on theme tagging.
- Give each flagged theme an owner and a date.
- Act on the dip while it is still a dip.
Pair with the form automations for intake and the reports automations for the roll-up.