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AI agent for human resources specialists

Engagement Survey Action Follow-through Agent

Every team acts on its survey results and scores improve

MonitoringAutomationManagementHuman resources
See how it worksGet access
Engagement Survey Action Follow-through Agent: what goes in, what the agent does and what you get

What it does

Engagement surveys only help if managers act, and stalled action plans make people trust the survey less. After results arrive, this agent finds each team's lowest-scoring areas and drafts suggested actions. Teams with fewer than 5 responses get combined results to protect anonymity. It sends each manager their results and asks them to choose one or two actions with dates. It tracks whether actions were chosen and done. If a manager has not chosen or missed dates, it reminds them and then flags it to the specialist. At the next pulse survey it compares scores to see whether actions worked. The HR specialist approves suggestions and escalations.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueNo 1 STARTS WHEN Results released 2 DOES Find each team's lowest areas 3 DOES Draft suggested actions 4 YOU APPROVE Specialist approves suggestions 5 USES A TOOL Send to managers and track chosen actions 6 CHECKS THE RESULT Has the manager chosen and completed actions ontime? If not: remind, then flag to the specialist. Back tostep 5. 7 USES A TOOL Compare pulse scores after actions 8 RESULT Action follow-through report
Read the steps as a list
  1. Results released
  2. Find each team's lowest areas
  3. Draft suggested actions
  4. Specialist approves suggestionsThe agent waits here for your OK.
  5. Send to managers and track chosen actions
  6. Has the manager chosen and completed actions on time?If not: remind, then flag to the specialist. Back to step 5.
  7. Compare pulse scores after actions
  8. Action follow-through report

How it decides

It suggests actions for each team's lowest areas and flags managers with no action after reminders.

  • Teams under 5 combined
  • Two reminders then flag
  • Pulse compares the chosen areas

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Reminder timing
  • Minimum team size
  • Suggested action library

What keeps you in control

It always asks you first

  • Suggestions
  • Escalations

Hard limits

  • Never shares individual answers

It stops when

  • Done: cycle closed
  • Stop: next full survey

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensIn March 42 managers got results. After a month the action check failed for 12 who had not chosen actions. The agent reminded them, and 8 chose within a week. The other 4 were flagged to the specialist, who called them. At the June pulse, teams with completed actions rose 4 points on recognition, against 1 point for the rest.

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