Turn survey responses into reviewed, routed, actionable work
Use conditions to notify teams, assign tasks, request approval, generate documents, request signatures or payments, update connected systems, and preserve an audit trail.
Research data export request
- Submission received
- Sensitive-field scan
- Data owner approval
- Generate approved export
- Notify requester
Conditional actions
Run steps only when answers, scores, quotas, variables, language, collector, or risk conditions match.
Approvals & tasks
Assign reviewers, approve or reject, comment, request corrections, and track every state transition.
Follow-up messages
Send personalized email/SMS follow-ups immediately or on a schedule, including reminders and service recovery.
Connected actions
Trigger webhooks, CRM updates, spreadsheets, Slack/Teams notifications, storage, and downstream systems.
Signatures & transactions
Optionally add e-signature, appointment, or payment steps to a workflow with plan-appropriate controls.
Auditability
Track actor, timestamp, rule, action, failure, retry, approval, and resulting data change.
Build the next action from the response
Score: 8/10
Automation should never mean uncontrolled automation
- Role-based workflow editing
- Draft/test/published versions
- Sandbox connector tests
- Retries and dead-letter review
- Rate and spending limits
- Audit logs and approval gates