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AI agent for hr business partners

Engagement Survey Action Insights Agent

Teams with a clear focus area and measured improvement

AnalysisDecisionsHuman resources
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Engagement Survey Action Insights Agent: what goes in, what the agent does and what you get

What it does

After an engagement survey, managers get results but often do not know which items matter most or what to do next. This agent pulls scores and comments by team, finds the items most linked to overall engagement, and summarizes comment themes without names. It drafts one focus area per team. Teams under the anonymity threshold of 5 get only rolled-up results. HR business partners and managers choose the actions. At the next pulse survey, the agent checks whether the focus item improved. If it did not, it suggests a different approach rather than repeating the same one. Edge case: comments are summarized by theme and never quoted in ways that could identify the writer.

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 Survey closes 2 USES A TOOL Pull scores and comments 3 DOES Find items linked to engagement 4 USES A TOOL Summarize comment themes 5 DOES Draft focus area per team 6 YOU APPROVE HRBP and managers choose actions 7 CHECKS THE RESULT Did the focus item improve at the next pulse? If not: suggest another approach. Back to step 5. 8 RESULT Engagement action report
Read the steps as a list
  1. Survey closes
  2. Pull scores and comments
  3. Find items linked to engagement
  4. Summarize comment themes
  5. Draft focus area per team
  6. HRBP and managers choose actionsThe agent waits here for your OK.
  7. Did the focus item improve at the next pulse?If not: suggest another approach. Back to step 5.
  8. Engagement action report

How it decides

Focus areas are low-scoring items most linked to engagement. Improvement is measured at the next pulse.

  • Anonymity threshold of 5
  • One focus area per team
  • Comments summarized, never quoted with names

Make it yours

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

  • Anonymity threshold
  • Focus areas per team
  • Pulse timing
  • Report format

What keeps you in control

It always asks you first

  • Managers choose actions with HRBP

Hard limits

  • Protects anonymity
  • Never shares raw comments with names

It stops when

  • Done: focus improved
  • Stop: survey program paused

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 happensFinance scored lowest on 'I see a path to grow here' at 52%. Managers held career talks, but the next pulse showed only 55%, so the improvement check failed. The agent suggested posting internal roles before external ones. The HR business partner approved it, and the following pulse in November showed 63%.

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