The functionality ofResumen IAis a tool available in theEncuestas Libresmodule within the Reports section. Instead of reviewing and manually analyzing each response, the system examines the survey's questions and answers, automatically identifies the type of survey and generates a text with the main findings. This enables quick conclusions, trend detection and visualization of the key points of the feedback received.
Step-by-step to use Resumen IA
First, access the moduleEncuestasand selectLibres. Look for a survey that is in statusIn progressorCompleted(with responses recorded).
This will open the reporting. Once inside, go to theResumen IA, where you should initially generate the summary by clicking onGenerate summary. If the survey does not yet have responses, this button will appear disabled. When you generate it, the AI will analyze the questions to classify the survey and will select the best analysis instruction to create the summary.
Once the summary is generated, it will be displayed automatically. Here you can review the key points and conclusions drawn from the collaborators' responses. This summary is generated from an analysis instruction defined by the AI, but if you want to adjust the approach you can click onRegenerate summary.
This will open a window where you will see the instruction used, which you can edit. When you define a new approach, click onRegenerate summaryand a preview will be shown in the lower box. You can modify this instruction as many times as you wish, and once you are satisfied with the new summary generated, selectSave.
If the survey remains open and receives new responses after creating the first summary, the buttonUpdate with new responseswill be enabled. Use it so the AI includes the recent information in the analysis, maintaining the same previously defined approach.
Considerations for the approach
If you need to adjust the summary, keep the following in mind when modifying the analysis instruction:
The summary is generated according to the automatic categorization of the survey.
The new approach will always respect this base categorization.
The AI does not perform numerical calculations based on the responses.
Results cannot be segmented by area, position or tenure.
No action plans or predictions are generated.
Individuals will not be identified and sensitive information will not be displayed.
No verbatim quotes are included.
Classification of Use Cases (Survey Types)
The system is trained to identify and generate specialized summaries for the following types of surveys.
- Internal events:Ideal for post-national holidays, Christmas or company celebration feedback.
- Benefits:To assess the perception of current or desired benefits.
- Trainings and workshops:Summaries focused on the quality of the presenter, content and logistics.
- Internal voting:Quick analysis of majorities or preferences.
- Internal satisfaction:General evaluations of workplace climate or internal services.
- Hiring or Onboarding:Feedback on the induction process for new employees.
- Data update:Summary of changes in employee information.
- Exit or Offboarding:Analysis of reasons for resignation and exit interviews.
- Pulse:Quick, frequent surveys to measure mood.
- Generic:If the survey doesn't fit the above, a standard model is used that adapts to any content.
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🤖 This article was translated using artificial intelligence. View original article.