The functionality ofResumen IAis a tool available in the moduleEncuestas Libreswithin the Reports section. Instead of reviewing and analyzing each response manually, the system examines the survey's questions and answers, automatically identifies the survey type, and generates a text with the main findings. This allows you to obtain quick conclusions, detect trends, and visualize the key points of the feedback received.
Step-by-step to use Resumen IA
First, access the moduleEncuestasand selectLibres.Find a survey that is in the statusEn cursoorFinalizada
(with recorded responses).This will open the reporting. Once inside, go to the tabResumen IA, where you should initially generate the summary by clicking onGenerar resumen
. 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 extracted from the collaborators' responses. This summary is generated from an analysis instruction defined by the AI, but if you want to adjust the focus you can click onRegenerar resumen
.This will open a window where you will see the instruction used, which you can edit. When you define a new approach, click onRegenerar resumenand a preview will be shown in the lower box. You can modify this instruction as many times as you want, and once you are satisfied with the new generated summary, selectGuardar
.If the survey remains open and receives new responses after you have created the first summary, the buttonActualizar con nuevas respuestas
. Use it so the AI includes the recent information in the analysis, maintaining the same previously defined focus.
Considerations for the approach
If you need to adjust the summary, take the following into account when modifying the analysis instruction:
The summary is generated according to the survey's automatic categorization.
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 seniority.
Action plans or predictions are not generated.
No individuals will be identified or sensitive information displayed.
No direct 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.Eventos internos:
- Ideal for feedback after national holidays, Christmas, or company celebrations.Beneficios:
- To assess the perception of current or desired benefits.Capacitaciones y talleres:
- Summaries focused on the quality of the presenter, content, and logistics.Votaciones internas:
- Quick analysis of majorities or preferences.Satisfacción interna:
- General evaluations of work climate or internal services.Ingresos o Onboarding:
- Feedback on the induction process for new employees.Actualización de datos:
- Summary of changes in employee information.Salida u Offboarding:
- Analysis of reasons for resignation and exit interviews.Pulso:
- Quick, frequent surveys to measure mood.Genérico:
If the survey does not fit into the above categories, a standard model is used that adapts to any content.
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🤖 This article was translated using artificial intelligence. View original article.