Ask your team a question, get back a report
Message each person individually, follow up on vague answers, and synthesize one report.
Team survey automation usually means a form nobody fills in. This workflow works the way you would if you had the time: it goes person by person. Tell the agent "ask everyone in sales about their biggest blocker" and it messages each person individually in Slack, follows up on vague answers, and hands you one synthesized report with themes, quotes and suggested next steps.
What does this workflow do?
You give the workflow a question and an audience: a team, a role, or the whole company. The agent knows who's who from your org structure, so "everyone in sales" and "all engineering leads" resolve to the right people without you building a list.
Each person gets a direct, personal message, and the agent handles the conversation. A one-word answer gets a gentle follow-up ("Pricing objections. Anything specific about where they come up?"). Non-responders get one reminder. Then the agent synthesizes: recurring themes with counts, notable individual points, representative quotes, and contradictions worth resolving, like sales and support describing the same problem differently.
How does it work?
- Set the question and the audience. "What's your biggest blocker right now?" to sales, or "What should we stop doing?" to everyone. One-off or on a monthly schedule.
- The agent asks each person individually. In Slack or Teams, as a conversation, at a reasonable time in their timezone.
- It follows up for substance. Short or ambiguous answers get one clarifying question. People who haven't answered get one nudge before the deadline.
- It synthesizes the responses. Themes with counts, quotes, outliers worth reading in full, and disagreements between groups made explicit.
- It delivers the report. To you in Slack and as a Notion or Google Docs page, with response rate and who's still pending.
What would you use this for?
Blocker rounds ("what's slowing you down?"), decision input ("we're considering dropping the annual plan, what would your customers say?"), retros without the meeting, onboarding feedback from recent hires, and pre-planning input before a quarterly kickoff. Anywhere the honest version of the answer lives in ten people's heads and no document.
Answers also feed the knowledge base when you want them to. A blocker round that surfaces "nobody knows the current discount policy" doesn't just make a report. The agent can route that gap to the policy owner and get it written down.
Works with
Slack, Teams, Notion, Google Docs. Run one-off rounds on demand or schedule recurring ones.
Frequently asked questions
How does the agent know who to ask?
From your connected tools it knows who's on which team and who does what. You address the round by team, role or name list, and review the recipient list before it sends.
Do people answer an agent honestly?
Response rates run higher than forms because answering is a Slack reply, not a context switch. For sensitive topics you can run the round with anonymized reporting, where the synthesis omits names.
Can respondents be anonymous in the report?
Yes, per round. The report then shows themes, counts and unattributed quotes. The agent still follows up individually so answer quality stays high.
What if half the team doesn't respond?
The report states the response rate and who's pending rather than presenting a partial picture as complete. You choose whether to extend the deadline or ship the report.
How is this different from a survey tool like Google Forms?
A form asks one static question and collects whatever comes back. The agent converses: it clarifies vague answers, chases non-responders once, resolves who's who, and writes the synthesis a human would otherwise spend an afternoon on.