7. ANNUAL AUTOMATION
Annual Survey Automation
View CalendarAutomation Timeline
2026 Annual Survey
Completed on Nov 15, 2026
2027 Annual Survey
Scheduled – Sep 15, 2027
Survey LaunchSep 15, 2027
Reminder 1Sep 22, 2027
Reminder 2Sep 29, 2027
Survey CloseOct 15, 2027
Generate ReportsOct 20, 2027
Board PresentationNov 10, 2027
Archive ResultsNov 15, 2027
2028 Annual Survey
Scheduled – Sep 15, 2028
Automation Settings
- Survey Launch
- Automatic
- Reminder 1
- 7 days after launch
- Reminder 2
- 14 days after launch
- Survey Close
- 30 days after launch
- Generate Reports
- 5 days after close
- Board Presentation
- 25 days after close