SurveyMonkey Weekly Insights Digest
Each week the flow summarizes SurveyMonkey activity (response rate, average score, NPS, top positive and negative themes, week-over-week change) into an HTML report, posts highlights to a Teams CX channel, and emails leadership. Flags metrics moving the wrong way. Keeps the organization continuously aware of customer sentiment.
Provided as-is, without warranty of any kind. Review and test each pattern in a non-production environment before deploying it to live automations. See our Terms.
Overview
This flow produces a weekly SurveyMonkey insights digest. On a schedule it reads the last seven days of survey responses, computes response volume, promoter/detractor counts and NPS, compares them to the prior week, builds an HTML report, posts the highlights to a Teams CX channel, and emails leadership — raising an alert flag when NPS falls by a configurable threshold.
Why it matters: Survey data only drives action when people see it regularly. A pushed weekly digest keeps customer sentiment front of mind and surfaces shifts early.
Status: Built and shipped Off (demo). Flow Checker 0 errors / 0 warnings. Going live requires only connection authorization and environment-variable configuration.
Use Case
A CX / leadership team wants a no-effort weekly readout of survey performance and sentiment trend, delivered to both a Teams channel and leadership inboxes, with an automatic flag when the trend moves the wrong way.
Flow Architecture
Weekly_Monday_0800
Recurrence (Weekly, Mon 08:00 ET)Fire the weekly digest.
Init_var…
Initialize VariableLoad env vars (survey id, leadership email, Teams group/channel, API token) and config (API base, NPS-drop threshold, window starts).
Get_Survey_Details
SurveyMonkey GetSurveySurvey title, lifetime response count, collect URL.
Get_This_Week_Responses
HTTP GET responses/bulkThis week's responses (start_modified_at = now - 7d).
Get_Last_Week_Responses
HTTP GET responses/bulkPrior week's responses (days 8-14) for week-over-week.
Filter promoters/detractors
Filter arrayBucket this/last week responses by 0-10 score (promoters 9-10, detractors 1-6).
Compose metrics + comparison
ComposeTotals, promoters, detractors, NPS for both weeks, then deltas, trend (UP/DOWN), and alert flag.
Compose_Html_Report
ComposeAssemble HTML digest body.
Post_Teams
Teams PostMessageToConversationPost highlights to the CX channel.
Email_Leadership
Outlook SendEmailV2Email the digest to leadership (NPS trend in subject).
Environment Variables
| Schema name | Type | Default | Description |
|---|---|---|---|
| flowlibs_SurveyId | String | SURVEY_ID_PLACEHOLDER | Source survey id. |
| flowlibs_LeadershipEmail | String | ciso@contoso.com | Digest recipients (semicolon-separated). |
| flowlibs_SurveyMonkeyApiToken | String | <configure> | SurveyMonkey OAuth bearer token for the REST responses/bulk read. |
| flowlibs_TeamsGroupId | String | <your-team-id> | CX channel team (group) id. |
| flowlibs_TeamsChannelId | String | <your-channel-id> | CX channel id. |
Connectors & Connections
| Connector | API name | Actions used |
|---|---|---|
| SurveyMonkey | shared_surveymonkey | GetSurvey |
| Microsoft Teams | shared_teams | PostMessageToConversation |
| Office 365 Outlook | shared_office365 | SendEmailV2 |
Note — All connections are referenced as solution connection references; the flow is portable between environments as long as a connection is mapped at import time.
Customization Guide
Almost every realistic variant of this flow can be implemented by changing environment variable values. A few cases require small edits inside the flow definition — those are called out explicitly below.
- Score source
- NPS is computed from a 0-10 score carried on each response's custom_value. If your survey stores the score elsewhere (an answer in pages), adjust the four Filter-array where expressions.
- Alert threshold
- Change varNpsDropThreshold to make the leadership flag more or less sensitive.
- Cadence / window
- Change the Recurrence schedule and the addDays(...,-7/-14) window starts together.
- Per-segment
- Duplicate the flow per product/region with a different flowlibs_SurveyId.
- Power BI link
- Add a link in the HTML report to a full NPS dashboard.
Key Expressions
The flow is intentionally light on Power Fx / WDL gymnastics — the heaviest expressions are the branch-name concatenation and the approval outcome check. They are listed below in the order they appear in the flow.
EXPR.01NPS
Promoter % minus detractor %.
EXPR.02Promoter filter
Scores 9-10 are promoters.
EXPR.03Detractor filter
Scores 1-6 are detractors.
EXPR.04WoW trend flag
Week-over-week trend direction.
EXPR.05Alert flag
Flags a significant NPS drop.
EXPR.06Window start
Reporting-window start.
Customize & download
Generate a ready-to-import copy of this solution with your environment-variable values baked in — available on Base, Pro, or Team.
Upgrade to customize
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