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AutomationSurvey → weekly analysis

Analysing a survey every week with AI

Answers to your survey (a form) land in a table; every week an analysis with the common thread.

Survey → weekly analysis is ready-made automation in Altramano for reporting and analysis: answers to your survey (a form) land in a table; every week an analysis with the common thread.

It works with Microsoft Outlook.

Ready-made automation · department Reporting and analysis

What it does

Share the form as a survey. Answers land in the "Survey" table. Every Monday you get an analysis: the number of responses, the average score, the common thread in the open answers and three points to improve.

What you need

  • Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.

How does analysing a survey every week work with AI?

An automation runs in your own environment with fixed steps, the same every time.

Share the form as a survey. Answers land in the "Survey" table. Every Monday you get an analysis: the number of responses, the average score, the common thread in the open answers and three points to improve.

Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For reporting and analysis: from any export a dashboard or a report in house style, refreshed every week. Those hours go into explaining what the figures mean, instead of into collecting and laying them out.

This department comes into play in accountancy and bookkeeping firms, manufacturing, retail and webshops and marketing and communications agencies.

How to install it

  1. Choose the template in your environment under Templates.
  2. Point at the integrations it needs and fill in at most three settings.
  3. Test with an example, read the run back and say yes before it goes live.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

Frequently asked questions

What do I need for Survey → weekly analysis?

Microsoft Outlook and a Altramano environment.

Which department is Survey → weekly analysis for?

Reporting and analysis, in industries such as accountancy and bookkeeping firms, manufacturing and retail and webshops.

Does anything go out without me seeing it?

Everything that goes out is set to approve first by default. You can switch that step off per automation once you trust it.

What if something goes wrong?

The run stops, you get a notification, and in Runs you see step by step what happened. The manual names the errors you may meet, with cause and solution.

More for reporting and analysis

More templates for reporting and analysis
SjabloonSoortWhat it does
KPI threshold → notificationautomationIf a figure in your table goes below or above a limit, you get a notification straight away.
Quarterly report in WordautomationOn the first day of the quarter, a Word report from your monthly figures, made by the Studio.
Monthly figures → dashboard (Studio) → mailautomationEvery month, a dashboard from your figures table, made by the Studio, with a short explanation by mail.
All 26 templates for reporting and analysis

Templates are updated in your Altramano environment.

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