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AI agent for hr consultants

Survey Subgroup Analysis Agent

Survey gaps between groups are found and explained, with no individual identifiable.

AnalysisHuman resources
See how it worksGet access
Survey Subgroup Analysis Agent: what goes in, what the agent does and what you get

What it does

Engagement scores hide big differences between groups, and the average looks fine. The agent cuts the survey results by group and team, applies the minimum group sizes so no one can be identified, finds significant gaps, and checks previous scores for a trend. It drafts follow-up questions for focus groups and checks that suppressed groups cannot be worked out from the totals. The leader approves what is released. Edge case: a team of 9 people where one score would reveal a single person, so the agent suppresses it and merges it with a nearby team.

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
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Survey closes 2 USES A TOOL Read survey results and group definitions 3 DOES Cut results by group and team 4 CHECKS THE RESULT Does every group meet the minimum size? If not: Merge or suppress the group. Back to step 3. 5 DOES Compare groups and find gaps 6 DOES Compare with previous surveys 7 USES A TOOL Check that suppressed values cannot be worked out 8 CHECKS THE RESULT Can any suppressed value be derived from totals? If not: Suppress another cell or merge groups andrescan. Back to step 4. 9 USES A TOOL Draft focus group questions and a summary 10 YOU APPROVE Leader approves what is released 11 RESULT Subgroup analysis report
Read the steps as a list
  1. Survey closes
  2. Read survey results and group definitions
  3. Cut results by group and team
  4. Does every group meet the minimum size?If not: Merge or suppress the group. Back to step 3.
  5. Compare groups and find gaps
  6. Compare with previous surveys
  7. Check that suppressed values cannot be worked out
  8. Can any suppressed value be derived from totals?If not: Suppress another cell or merge groups and rescan. Back to step 4.
  9. Draft focus group questions and a summary
  10. Leader approves what is releasedThe agent waits here for your OK.
  11. Subgroup analysis report

How it decides

It reports a group only when it meets the minimum size, and a gap only when the difference is both large and consistent across questions.

  • Minimum group size of 10
  • Flag gaps of 8 points or more
  • Check at least two questions before calling a gap a pattern
  • Never release comments with names

Make it yours

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

  • Minimum group size (default 10)
  • Gap threshold (default 8 points)
  • Groups compared
  • Release audience

What keeps you in control

It always asks you first

  • Leader approves every release

Hard limits

  • Never report groups under the minimum size
  • Do not identify respondents

It stops when

  • Done: report approved and released
  • Stop: group sizes are too small for any reliable view

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 happensThe survey has 640 responses. The agent finds one location scores 11 points lower on belonging. One team has only 9 responses, so it suppresses that team and merges it with a nearby one. A rescan shows a total row would reveal a suppressed cell, so it suppresses one more. The leader approves the report and focus questions.

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