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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.

12 questions · ~7 min
Q01
Message

Thanks for taking a few minutes on this! We're trying to understand how comfortable people feel delegating tasks to AI agents at work, and what would make that easier. Your honest answers help shape how we roll out these tools — about 5 minutes.

Q02
Multiple ChoiceRequired

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
Q03
MatrixRequired

How comfortable are you delegating each type of task to an AI agent, even if you haven't tried it yet?

6 rows × 5 columns
  • Administrative or scheduling tasks
  • Drafting communications on your behalf
  • Data analysis or reporting
  • Customer-facing responses
  • Decisions that affect budget or priorities
  • +1 more
Columns: Very uncomfortable · Somewhat uncomfortable · Neutral · Somewhat comfortable · Very comfortable
Q04
Opinion ScaleRequired

Overall, how much do you trust an AI agent to complete a delegated task correctly without you double-checking it?

Scale: 17
Min:Not at all — I always checkMax:Completely — I rarely check
Q05
Multiple ChoiceRequired

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
Q06
RankingRequired

Rank these concerns from biggest to smallest when it comes to delegating tasks to AI agents.

  1. Errors or inaccurate output
  2. Losing my own skills or judgment
  3. Not knowing who's accountable if something goes wrong
  4. Data privacy or security
  5. Impact on my job security
  6. Quality dropping below my own standard
Drag to rank
Q07
Best–Worst Trade-off (MaxDiff)Required

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
Pick best & worst per setBest:Would help mostWorst:Would help least
Q08
AI Interview

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.

Q09
Rating Scale

How satisfied are you with the training and support your company has provided for working with AI agents?

Range: 15
Min:Very unsatisfiedMax:Very satisfied
Q10
Multiple Choice

Which best describes your role level?

  • Individual contributor
  • People manager
  • Senior leader / executive
  • Prefer not to say
Q11
Multiple Choice

How long have you been with the company?

  • Less than 1 year
  • 1–3 years
  • 4–7 years
  • 8+ years
  • Prefer not to say
Q12
Message

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.