How to use the Engagement survey actions template

Start a board from it
Use this template opens a new Freero board with the Engagement survey actions template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Engagement survey actions”.
Follow the instruction on the board
“Share the results with the team before deciding anything, then pick three actions at most. Report back on each one before the next survey.”
Fill in each part
- Table Columns: Theme · Score · Since last time · What people said · What we will do · Owner
- Telling people Close the loop or the next survey drops.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Engagement survey actions board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

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