Employee Comfort Delegating Tasks to AI Agents
Measures how comfortable employees are handing off specific work to AI agents, what's currently delegated, how closely output gets checked, and what would build more trust. Built for HR and AI-adoption teams rolling out agentic tools, with an AI follow-up interview that digs into the real reasons behind hesitation or over-reliance rather than generic attitude scores.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
In the last 30 days, which of these tasks have you delegated to an AI agent (not just a chatbot for quick questions, but something that completed a task with less oversight)?
- Scheduling or calendar management
- Drafting emails or documents
- Summarizing meetings or reports
- Data analysis or reporting
- Customer-facing responses
- Writing or reviewing code
- Research or information gathering
- I haven't delegated any tasks to an AI agent
How comfortable are you delegating each type of task to an AI agent, even if you haven't tried it yet?
- Administrative or scheduling tasks
- Drafting communications on your behalf
- Data analysis or reporting
- Customer-facing responses
- Decisions that affect budget or priorities
- +1 more
Overall, how much do you trust an AI agent to complete a delegated task correctly without you double-checking it?
When an AI agent completes a task for you, how often do you review its output before acting on it or sending it forward?
- Always review it fully
- Usually skim it
- Occasionally spot-check
- Rarely review it
- Never — I use it as-is
Rank these concerns from biggest to smallest when it comes to delegating tasks to AI agents.
- Errors or inaccurate output
- Losing my own skills or judgment
- Not knowing who's accountable if something goes wrong
- Data privacy or security
- Impact on my job security
- Quality dropping below my own standard
Which of these would do the most, and the least, to make you more comfortable delegating tasks to AI agents?
- Clear logs of what the AI agent did and why
- An easy way to undo or override its actions
- Proof it's been tested on tasks like mine
- Training on how to supervise it well
- Clear rules on who's accountable for mistakes
- Seeing colleagues use it successfully first
- Starting with low-stakes tasks only
- A human always reviewing before anything goes out
Probe the real story behind this person's comfort level with AI agents. Ask them to describe one specific recent time they delegated a task and one time they held back or double-checked everything — what made the difference. If they picked a top concern (like accountability or errors), get a concrete example of when that concern was realized or nearly was. If they said they never review output, gently check whether that's confidence or just not having noticed a problem yet.
How satisfied are you with the training and support your company has provided for working with AI agents?
Which best describes your role level?
- Individual contributor
- People manager
- Senior leader / executive
- Prefer not to say
How long have you been with the company?
- Less than 1 year
- 1–3 years
- 4–7 years
- 8+ years
- Prefer not to say
That's everything — thank you! Your responses will be pooled with your colleagues' to guide training, guardrails, and which tasks we roll AI agents out to next.
What’s included
AI follow-ups
Adaptive probes on open-ended answers that pull out detail a static form would miss.
Attention checks
Built-in safeguards against rushed answers and low-quality respondents.
AI-drafted copy
Wording, ordering, and branching written by the AI — tuned to your research goal.
Auto report
Themes, quotes, and a plain-English summary write themselves once responses come in.
Why this template
What this template is built to do — we found no directly comparable template from other survey tools to review.
What sets it apart
- Includes an AI follow-up interview that probes the real reasons behind hesitation or over-reliance, rather than stopping at a generic attitude score
- Combines a matrix question on comfort level by task type with a multiple-choice question on what's actually been delegated in the last 30 days, so results tie stated comfort to real behavior
- Uses a ranking question and a max-diff exercise to force trade-offs on concerns and trust-building actions, giving HR and AI-adoption teams prioritized, decision-ready data instead of flat rating averages
- Captures oversight behavior directly (how often output gets reviewed before use) alongside satisfaction with training/support, so the report can connect trust, checking behavior, and enablement gaps
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.