Connect SharePoint and
SurveyMonkey with AI

Redbird AI syncs survey responses directly into SharePoint document libraries and automates feedback workflows across your Microsoft 365 environment. Stop manually exporting CSV files, copying response data into SharePoint lists, or chasing down survey results buried in email inboxes.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Archive completed survey responses to designated SharePoint libraries with metadata

When a SurveyMonkey survey closes or reaches a response threshold, Redbird automatically exports all responses as structured files and stores them in the appropriate SharePoint document library. Each file includes parsed metadata like survey name, completion date, and response count for easy discovery and compliance tracking.

Distribute new surveys to employee groups based on SharePoint list membership

When employees are added to specific SharePoint lists or groups—like new hires, department rosters, or training cohorts—Redbird automatically triggers personalized SurveyMonkey invitations. Survey links are customized with respondent metadata pulled from SharePoint profiles, enabling targeted feedback collection without manual email coordination.

Create SharePoint list items from individual survey responses for workflow routing

Each time a SurveyMonkey response is submitted, Redbird parses key answers and creates a corresponding SharePoint list item with structured fields. This enables approval workflows, task assignments, or escalations based on feedback content—like routing feature requests to product teams or flagging low satisfaction scores for customer success follow-up.

Enrich survey invitations with context from SharePoint document metadata

When documents are uploaded or updated in SharePoint—like training materials, policy updates, or project briefs—Redbird triggers targeted SurveyMonkey campaigns to relevant stakeholders. Survey questions are dynamically populated with document metadata like version number, author, or department, ensuring feedback is contextually relevant and traceable.

Generate weekly survey summary reports in SharePoint sites for executive visibility

Redbird aggregates SurveyMonkey response data across multiple surveys and publishes formatted summary reports directly to SharePoint pages or document libraries. Reports include response trends, sentiment analysis, and cross-tabulated breakdowns, making feedback visible to leadership without manual consolidation or PowerPoint decks.

Alert SharePoint site owners when survey response rates fall below thresholds

Redbird monitors SurveyMonkey campaigns tied to SharePoint sites or departments and notifies site owners via SharePoint notifications or Teams when response rates drop below configured targets. Alerts include actionable details like remaining time, current participation rate, and suggested reminder messaging to boost engagement.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize SharePoint and SurveyMonkey with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands SharePoint's document libraries, lists, metadata schemas, and permission structures alongside SurveyMonkey's survey responses, question logic, and collector types—so your feedback workflows stay in sync with your content management infrastructure.

AI that maps survey responses to SharePoint's content architecture

Redbird automatically parses SurveyMonkey response schemas—including question types, answer choices, custom variables, and collector metadata—and maps them to SharePoint list columns, document properties, and managed metadata fields. The platform intelligently handles nested question logic, multi-select answers, and open-text responses, transforming raw survey data into structured SharePoint content types. When document workflows depend on feedback data, Redbird maintains referential integrity between survey responses and the SharePoint items or libraries they reference.

Response-to-list field mapping
Document library routing logic
Metadata tagging from survey answers
Permission-aware data placement
10×

faster than exporting CSVs and manually uploading survey data to SharePoint

No need for Power Automate flows, Excel pivot tables, or custom SharePoint forms to bridge survey results and document workflows.

Auto-generated reports

Redbird can pull from SharePoint and SurveyMonkey simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either SharePoint or SurveyMonkey.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from SharePoint into SurveyMonkey, or from SurveyMonkey back into SharePoint. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any event in SharePoint or SurveyMonkey—from new document uploads to survey completions.

SharePoint
Triggers & Actions
Trigger

Document uploaded to library

Fires when a new file is added to a specified SharePoint document library or folder.

Trigger

List item created or modified

Triggers when a SharePoint list item is added or updated with specific field values.

Trigger

User added to SharePoint group

Detects when a user is added to a SharePoint security group or site membership.

Action

Create list item with structured data

Adds a new item to a SharePoint list with mapped fields and metadata values.

Action

Upload file to document library

Stores a file in a specified SharePoint library with custom metadata and folder routing.

Action

Update document properties

Modifies metadata fields or managed properties on existing SharePoint documents.

SurveyMonkey
Triggers & Actions
Trigger

New survey response received

Fires when a respondent submits a completed survey in SurveyMonkey.

Trigger

Survey reaches response threshold

Triggers when a survey hits a specified number of total or filtered responses.

Trigger

Survey collector closed

Detects when a survey collector is manually closed or reaches its scheduled end date.

Action

Create new survey from template

Generates a SurveyMonkey survey using a predefined template with dynamic question logic.

Action

Add contact to survey collector

Sends a personalized survey invitation to a specified email address or contact list.

Action

Update survey custom variables

Modifies custom variables or hidden fields on a survey for respondent tracking or segmentation.

SharePoint
+
SurveyMonkey

Ready to connect your stack?

Sync SharePoint with SurveyMonkey and eliminate manual feedback workflows. Redbird automates survey distribution, response archiving, and reporting so your team can focus on acting on insights instead of wrangling data.

Get started → Book a demo