Forum Discussion
Can I automate performance review forms to be sent automatically through Outlook?
Doesn't even necessarily have to apply to just surveys to be honest. I'm trying to set up a system where our employees automatically receive forms like surveys, performance reviews, or feedback templates in their Outlook so I don't have to be the stereotypical HR lady who constantly chases and reminds them to complete them.
Warning: Not a super techy person :)
2 Replies
- Eric_BrooksBrass Contributor
Microsoft Forms + Power Automate + Outlook can handle this without programming. Employees receive an email containing a link to the form, then complete it in their browser.
Start with automatic sending:
- Create your questionnaire in Microsoft Forms. For named internal reviews, restrict responses to your organisation and enable Record name. For anonymous surveys, leave identification off.
- In Power Automate, choose Create > Scheduled cloud flow and set the date or frequency.
- Add the Office 365 Outlook — Send an email (V2) action. Include the recipients, form link, deadline, and a short explanation.
- Test it with your own address before adding employees.
For reminders only to people who haven’t replied, add a simple Microsoft List tracking the employee, review cycle, due date, and completion status. A second flow uses Forms’ When a new response is submitted trigger and Get response details to mark the matching entry complete. A scheduled reminder flow then emails only the outstanding entries.
One limitation: truly anonymous responses can’t reliably be matched to individual employees for targeted reminders. Also, performance reviews contain sensitive information, so restrict access to the form responses and tracking list rather than sharing them with everyone.
Your Microsoft 365 administrator can confirm whether Forms and the required Power Automate connectors are included in your organisation’s licences. Start with scheduled invitations, then add completion tracking once that’s working.
You've asked about this multiple times before in the forum but never followed up on it. Did you read the responses you got?
For instnace, see your previous post; What is the best way to conduct surveys through Outlook? | Microsoft Community Hub
Anyway, you can create templates and schedule them to be sent with Power Automate as well.