Walkthrough

One survey, from draft to report. The pictures come from our sample employee survey: a made-up company with 180 fictional employees.

Part 1 · Before you send it: the Survey Validator

1. Sign in and bring your survey

Open the Validator from the link in your PIN email and sign in with your email and PIN. Your six months start the first time you sign in. Paste your questions one per line (use [Section name] lines to group them), or upload a Word file or a Qualtrics .qsf, .csv or .xlsx. A pre-check shows how each question was read before anything is sent. Each section should use one answer scale. If a section mixes scales (or the whole survey does, with no headings), it says so, and when each scale’s questions sit together it can add the headings for you. Our sample uses three scales and had no headings, so we clicked Add the section headings for me.

2. Say what it's for

Give the survey a name and a goal: what you want to measure, and what decisions the results will inform. Add who will answer, roughly how many, how you'll report the ratings (not sure is fine: when the survey is ready, it recommends how), and whether you'll compare groups such as departments. Everything that follows is judged against these.

3. Read the score and the plan

In a minute or two you get a score out of 100, a verdict, and the steps that would get it ready, each with the points at stake. Our sample scored 54.5: one question asks about something people can't know, three measure the same thing as questions in another section but on a different answer scale, and some wording skews the answers. We also said we'd compare groups, and no question sorts people into groups yet: that's one of the calls in step 4.

4. Revise, your way

Change anything only you would know, like team names, then have the AI draft the fixes and read each draft: keep it only if it still asks what you meant. Or work through the questions yourself: ask about a question, ask for a better wording, edit it, keep it, remove it, or describe what you want to know and it drafts a new question and finds where it goes. The AI's draft keeps the changes you've already made. For bigger problems, structural suggestions propose splitting, merging, dropping or adding questions. Each change comes with its reason, and nothing is final until you re-check. Where only you can decide, it asks you instead of guessing.

5. Re-check as often as you like, then save

Re-check to see the new score. There's no limit on re-checks. When you're at 75 or above, save the survey as a Word file with a Design decisions you own appendix that records each trade-off and your call. If you said you'll compare groups and the survey can't yet, it suggests the questions to add.

Part 2 · After it comes back: the Survey Analyzer

6. Load the results

Open the Analyzer from the same PIN email; the same email and PIN sign you in. Upload your results as Excel or CSV, one row per person. The Analyzer guesses which columns are ratings, comments and groups (department, site, length of service) and which identify people and are never analysed. Check its guesses: the analysis trusts what you set.

7. Decide who counts, before you see anything

It flags responses that look rushed or careless and asks whether to keep them, before any result is shown, so the choice can't be steered by what the results say. Whatever you choose is recorded with the results.

8. Read the summary

The summary opens on what you can say: the favourable share on each answer scale, read on its own terms. A panel beside it walks through the findings in seven short steps.

Then it checks how the questions may have shaped the answers, and sorts the findings into what's safe to say and what needs a caveat, with the words to use.

9. Go further, then share

Each finding links to its analysis: response quality, question by question, scale consistency, hidden groupings, differences between groups and written comments. Groups under 5 people are never shown.

Ask a question in plain words, then download the summary PDF, a written report or slides. The report page lists exactly what will be sent to the AI before you generate it.