Automatically analyze exit interviews and manage offboarding

Collects exit interview answers, has AI flag risks and insights, and sends the right tasks to managers and IT.

How the work actually flows

It branches. Exactly one path is taken; a person is alerted when a step fails.

Pattern: Exclusive Choice (4) · Parallel Split (2)

flowchart TD trig>"exit interview form submitted"]:::trig s0["ai analyzes responses"]:::svc s1["schedule offboarding tasks"]:::task s2["send action items"]:::svc s3[("log results to sheet")]:::store trig --> s0 s1 --> s2 s2 --> s3 gx{"× is issue serious"}:::gate s0 --> gx p00["escalate immediately"]:::task gx -->|"serious"| p00 p10["continue offboarding"]:::task gx -->|"routine"| p10 jn{"○ continue process"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"completed offboarding tasks and log"/]:::out pay{{"no offboarding gaps or risks missed"}}:::pay s3 --> out out --> pay esc(("Alerts a person")):::human s2 -. "if it fails" .-> esc esc -.-> out classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA personA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsE-commerce & ProductEmail AutomationSpreadsheet & Database OpsSurvey & FeedbackHR & Recruiting
Connects
JotformOpenAIGmailGoogle Sheets

The problem it solves

When someone leaves your company, you're juggling equipment returns, access removal, and an exit interview, all while trying to catch honest feedback about why they're really leaving. Important warning signs, like a management issue or a legal concern, can get lost in a form nobody reviews closely.

Who it fits

HR teams and people managers handling employee departures who want consistent, well-tracked offboarding.

How it works

  1. The departing employee completes an exit interview form
  2. AI reads the responses and analyzes sentiment, risks, and themes
  3. Serious issues like harassment or ethics concerns are flagged for immediate escalation
  4. Equipment return checklists and access removal are scheduled automatically
  5. Managers and IT receive their action items by email, and results are logged to a spreadsheet
What you get

Serious departure issues flagged before they become claims

You get every exit interview reviewed for risk and sentiment, with equipment return and access removal scheduled automatically for each departure.

What you get

A completed exit interview analysis, an equipment checklist, and action items delivered to the right people.

What you need

A Jotform account, an OpenAI API key, a Gmail account, and Google Sheets.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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