Every survey response becomes an item on the monday.com board that owns the follow-up
Responsly turns every survey submission into a monday.com board item — a new row on the right group, with the right column values, status, assignee, and due date ready to act on. Instead of treating feedback as a dashboard most teams rarely open, the integration puts customer voice directly inside the workflows teams already use to plan and ship work.
For teams running customer success, support, product, or operations on monday.com, this means satisfaction data stops living in a separate world. CSAT, CES, and NPS become items on the same board where follow-ups get assigned, status changes get tracked, and reports get built.
Why survey responses belong on a monday.com board
Most satisfaction programs die in one of two places: a dashboard nobody visits, or a spreadsheet nobody updates. monday.com solves that problem already for every other kind of work — the board is where items live, move, and get done. Extending the same pattern to survey feedback turns a passive metric into active work:
- Feedback enters the existing workflow. Items show up where the team already looks.
- Ownership is immediate. Column mappings assign responsibility the moment the item lands.
- Automations react to sentiment in real time. A detractor NPS moves the item to “Priority” and notifies the CS lead within seconds.
- Dashboards combine satisfaction with delivery. A single workspace shows sprint progress alongside CSAT trends, so leaders see how delivery quality affects sentiment.
Connecting Responsly to monday.com
The integration uses monday.com’s OAuth flow. Setup takes a few minutes.
- Authorize monday.com from Responsly. Grant access to the boards you want to write to. Access is revocable from monday.com’s admin panel.
- Pick the target board and group. Each survey writes items to a specific board and group. Multiple surveys can share a board if they feed the same workflow.
- Map survey questions to columns. Numeric scores to Number columns, categorical answers to Status or Dropdown, open-ended feedback to Text, dates to Date columns, and owners to People columns by email match.
- Configure routing rules (optional). Use branching to send different responses to different boards — for example, “product feedback” to the product board and “support issue” to the support board.
- Build monday.com automations. Use the automation center to react to the new column values — move items, change status, notify owners, or link items across boards.
Board patterns that turn feedback into delivered work
CSAT items on the customer success board
Every resolved support case triggers a short Responsly CSAT survey. Scores land on a Number column of the CS board. Low scores (1–2) auto-move items to a “Recovery” group and notify the CS lead. A linked item is created on the support board if a reopen is needed. The customer success team sees a live queue of recovery work instead of learning about unhappy customers in the next quarterly review.
NPS tracking on an account health board
Quarterly NPS surveys create or update items on an “Account Health” board — one item per account. The board groups accounts by plan tier, shows the latest score on a Rating column, and highlights score drops with a Status column. Renewal conversations start with context instead of guesses, and CSMs see which accounts need proactive attention months before the contract date.
Product feedback landing on the roadmap board
In-app surveys ask users about feature satisfaction and what they wish worked differently. Each response becomes an item on the roadmap board, tagged with the feature area and plan tier. PMs review the incoming list weekly, promote high-signal items to the next sprint, and archive duplicates. The roadmap reflects customer voice instead of internal guesses.
Sprint retrospective items from team surveys
After every sprint, a short retrospective survey goes to the team. Each response creates an item on the retro board, grouped by theme using Status columns. The retrospective meeting happens directly on the board — items get voted on, grouped, and promoted to action items that become tasks on the main delivery board. No sticky notes, no lost context.
Sales feedback routed to a pipeline board
Post-demo Responsly surveys feed items on the sales pipeline board (when monday.com is used as a lightweight CRM). Ratings, concerns, and timelines become column values on the deal item. monday.com automations move deals between stages based on the feedback — a 4–5 rating with a short timeline moves the deal to “Proposal,” while a 1–3 rating moves it to “Recovery Call.”
Using monday.com Dashboards with survey data
Because answers land in native columns, Dashboards and Widgets work out of the box:
- NPS trend widget fed by the Number column on the account health board,
- CSAT by team chart grouped by the Assignee column,
- Open feedback themes surfaced via a Text column combined with the tagging feature,
- Recovery volume widget counting items in the “Recovery” group per week.
Executives see satisfaction alongside delivery metrics in the same workspace they already review.
Practices for monday.com-driven survey workflows
Score columns and category columns, separate. Put numeric CSAT in a Number column for math and computed categories (happy / neutral / unhappy) in a Status column for automations. Don’t combine them — filtering and automations work better when each column has a clear purpose.
Use templates for consistency. Create a monday.com template for each survey type (CSAT, NPS, retro) with the columns and groups already set up. Reusing the template keeps mappings consistent across teams and makes Dashboard aggregation straightforward.
Limit board sprawl. One board per use case is easier to navigate than one board with every survey in it. Link related items across boards when workflows require it.
Close the loop on the board. When a recovery item completes and the customer’s score improves on the next survey, the workflow stays visible. Teams learn what recovery actions actually work over time. For loop-closing tactics, see our voice of customer guide.
Pair with Slack for immediate awareness. monday.com is the record of truth. Slack alerts are the fastest way to notify owners when a response requires attention within the hour, and Zapier fills gaps for other apps when needed.
What data lands on each item
A typical item includes:
- a descriptive title derived from the respondent’s identity or a key answer,
- numeric score columns (CSAT, NPS, CES) when applicable,
- a status column for the computed category,
- a dropdown column for the primary reason or segment,
- a long text column with the verbatim open-ended feedback,
- a People column assigning the owner,
- a link column pointing to the full Responsly response.
Automations then take over for everything that should happen after creation — moving items, setting status, notifying owners, or linking to items on other boards.
Turn survey responses into work that actually ships
Connect Responsly to monday.com and put feedback where projects already get done. Items on the right boards, columns already populated, automations handling triage — customer voice as a visible part of the team’s daily rhythm, not a dashboard people revisit once a quarter.
