Monthly Survey Summary

SurveysFree

Description

Monthly Survey Summary is a FORMLOVA official workflow that starts from a submitted form response and turns review, classification, notification, record keeping, and follow-up into one repeatable operating flow. Instead of watching a spreadsheet manually, the team can see the next action as soon as a response arrives.

3 steps

1
Read the new response
Read the response details needed for Monthly Survey Summary.
2
Decide the next action
Decide the next action from the response, score, date, or category.
3
Apply to operations
Apply the decision to notification, record keeping, reply, or status update.

Prompt Example

Goal: Summarize survey results monthly so the team can use them for operational improvement. Fields: Respondent email address, Response body, and Score. Include only responses from the target month. Rules: At month end or the start of the next month, calculate response count, average score, low-score count, frequent themes, and unresolved items. Actions: Create the monthly summary, improvement candidates, and owner-specific unresolved list, then update status to "monthly_summary_created".

For you

steps: 3 steps
Required plan: Free
Required integrations: FORMLOVA

What this workflow solves

Form responses arrive, but monthly summary of response count, scores, and themes still depends on manual checking, causing delayed or missed follow-up.

Best for

survey operations
customer feedback

Expected outcome

Each new response moves into a clear monthly summary of response count, scores, and themes state, so the team can focus on the next required action.

Setup notes

Select the email field and the main response or category field.
Confirm the notification or record destination before turning the workflow on.

FAQ

Can this work with an existing form?

Yes. Map the existing response fields to the required slots and adjust the notification or record destination.

Read the background

NPS Form Template -- CSAT, Score Calculation, and Follow-Up WorkflowLearn how to build an NPS form, calculate NPS, compare NPS with CSAT, collect reasons, and follow up with low-score respondents using FORMLOVA.FORMLOVA Form Automation Guide -- Auto-Replies, Routing, Sheets Sync, and MCP OperationsPlan form automation in FORMLOVA across auto-replies, routing, response status, Sheets sync, reminders, analytics, and MCP operations.Post-Submit Workflow: What Should Happen After a Form SubmissionA post-submit workflow guide for form submissions: confirmation emails, notifications, routing, ownership, status, follow-up, logs, and AI chat operations.

Workflows to use together

Post-survey Follow-upAn official workflow for post-survey follow-up based on score and free-text response.Low-score Survey Owner AlertAn official workflow for owner alerts for low-score survey responses.