> ## Documentation Index
> Fetch the complete documentation index at: https://hebno.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Hebno is an AI work platform for client research and delivery: chat, research runs with sources, deliverables (Word, PowerPoint, Excel, email), projects, a shared library, agents, Office add-ins, and integrations with Microsoft 365, Google Workspace, CRM, project delivery, ERP and finance systems.
> Use British English (organisation, not organization).
> Every feature and integration described in these docs is available. Describe it as documented.
> Hebno never writes to a connected system without a member confirming a card. Finance and ERP writes are drafts only.
> Do not discuss commercial terms. Direct commercial questions to support@hebno.com.
> Start with /index and /get-started/quickstart.

# SurveyMonkey

> Read SurveyMonkey surveys, collectors, responses and rollups in Hebno, and create draft surveys after you confirm.

The SurveyMonkey integration brings survey results into your client work. Ask how Contoso customers rated price fairness, what share chose each option on a question, or which comments mention own-brand products, and Hebno answers from SurveyMonkey with each survey and response cited. When a request implies a new survey, such as a follow-up questionnaire for a second wave, Hebno shows a confirmation card and creates a draft survey in SurveyMonkey only after you confirm.

## At a glance

| | |
| - | - |
| **Connection** | Personal connection. Each member connects their own SurveyMonkey account. |
| **Default access** | Read and write |
| **Attach** | Surveys, a survey's responses, a question's rollup |
| **Search** | Hebno searches SurveyMonkey when a request mentions a survey, questionnaire, collector, respondents, answers or response rate |
| **Link** | A project links to one or more SurveyMonkey surveys |
| **Write** | Create a draft survey with no collector. Every write needs a person to confirm. |

## Before you start

You need:

* A SurveyMonkey account that owns the surveys, or a team account where the surveys are shared with you.
* An allowed integration. An owner or admin sets **SurveyMonkey** to **Allow** under **Admin → Connectors → Catalogue**.
* Approval from your SurveyMonkey primary admin if your team restricts which apps members can connect.

Hebno requests these SurveyMonkey scopes:

| Scope | Why Hebno needs it |
| - | - |
| `users_info` | Identify your SurveyMonkey user and its data centre |
| `surveys_read` | Read surveys, pages, questions, choices and folders |
| `collectors_read` | Read collectors, their type, status and response counts |
| `responses_read` | Read response metadata and question rollups |
| `responses_read_detail` | Read the answers in each response, including open-ended text |
| `workgroups_read` | Read surveys shared with you through your team's workgroups |
| `surveys_write` | Create a draft survey after you confirm |

Accounts stored in the SurveyMonkey EU or Canada data centres connect in the same way. Hebno reads from the data centre your account belongs to.

## Connect SurveyMonkey

**1. Start the connection**

Open **Settings → Connections**, find **SurveyMonkey** under **Surveys and research** and select **Connect**. You can also select **Connect** from the prompt in a chat.

**2. Sign in to SurveyMonkey**

Sign in, review the permissions on the SurveyMonkey authorisation screen and select **Authorize**.

**3. Return to Hebno**

The card shows **Connected** with your SurveyMonkey username.

Hebno reads and writes with your own permissions, so you see only the surveys and responses that you can open in SurveyMonkey. Tokens are encrypted at rest. Select **Disconnect** at any time, or ask an admin to revoke the connection under **Admin → Connectors → Connections**.

## What Hebno reads

| SurveyMonkey object | Fields Hebno uses | Typical questions |
| - | - | - |
| **Survey** | Title, folder, pages, questions, question types, choices, date modified, response count | "What did we ask in the Contoso shopper survey?" |
| **Collector** | Name, type (web link, email, embedded), status, response count, close date | "Is the Contoso email collector still open?" |
| **Response** | Collector, date submitted, completion status, answers by question, custom variables | "What did respondents in the 25 to 34 group say about pricing?" |
| **Open-ended answer** | Question, answer text, response date | "Which comments mention own-brand products?" |
| **Rollup** | Answer counts and percentages by choice, averages for rating and slider questions, skipped count | "What share of respondents rated price fairness 4 or 5?" |

Reads are live. Hebno queries SurveyMonkey when a request needs it. Rollups come from SurveyMonkey as they are at the time of the request, so totals match the **Analyze Results** page without filters. For filtered or cross-tabulated answers, Hebno reads the responses and says how many it counted. Only what a reply used is stored with the conversation as its sources.

> [!WARNING]
>
> Excerpts a reply uses become part of the conversation. Anyone you share the conversation with can read them, including open-ended answers and any contact details respondents gave.

## What Hebno writes

Every write appears first as a confirmation card. You can change any field before you select **Confirm**.

| Action | SurveyMonkey object | Fields on the card |
| - | - | - |
| **Create a draft survey** | Survey | Title, folder, pages, questions and question types, choices, required flags |

![Confirmation card for SurveyMonkey with editable fields](https://mintcdn.com/hebno/JIjAXWoGoB3PLSSb/images/card-surveymonkey.png?fit=max\&auto=format\&n=JIjAXWoGoB3PLSSb\&q=85\&s=65051594e321e85a2f250c842ccab7c9)

A SurveyMonkey change pending confirmation. Nothing is written until you confirm.

Hebno creates the survey without a collector, so it collects no responses until a person adds a collector in SurveyMonkey. Hebno never creates or opens collectors, sends survey invitations, edits an existing survey, or deletes surveys or responses.

```mermaid theme={"system"}
sequenceDiagram
  participant You
  participant Hebno
  participant SurveyMonkey
  You->>Hebno: Draft a wave 2 shopper survey for Contoso
  Hebno->>SurveyMonkey: Read the wave 1 survey and its folder
  SurveyMonkey-->>Hebno: Questions and folder Contoso research
  Hebno-->>You: Confirmation card with title, folder, questions
  You->>Hebno: Confirm
  Hebno->>SurveyMonkey: Create the survey as you
  SurveyMonkey-->>Hebno: Survey created
  Hebno-->>You: Done, with a link to the draft survey
```

The survey is created in your SurveyMonkey account, so SurveyMonkey shows you as its owner.

## Link a project to a survey

Linking marks which SurveyMonkey surveys belong to an engagement, so you can ask "what did shoppers say?" without naming the survey.

1. Open the project and select **Brain**.
2. Under **Linked records**, select **Link record**, then **SurveyMonkey**.
3. Search by survey title and select it. Repeat for each survey in the engagement.

In chats tagged to the project, Hebno starts with the linked surveys for any survey or respondent question, and cards for new surveys default to the same folder. See [Linked records](https://hebno.com/docs/projects/linked-records.md).

## Use SurveyMonkey in chat

* **Attach**: open the **+** menu, choose **Sources → SurveyMonkey**, and pick a survey, its responses or a question's rollup. Or type `/` and choose **SurveyMonkey**.

* **Ask**: name the survey, client or question in your request. For example:

  > Summarise the Contoso shopper survey: the rollup for price fairness, the top three reasons for switching stores, and quotes that support each.

  > Compare answers to the own-brand question between respondents who shop weekly and those who shop monthly.

  > Create a draft wave 2 survey with the same questions as wave 1, plus one about the new loyalty offer.

* **Research runs** show a **Checking SurveyMonkey** step, with a chip for each survey and rollup it read.

* **Agents** can read SurveyMonkey on a schedule, for example a daily response count while a collector is open. Writes an agent proposes appear in [agent approvals](https://hebno.com/docs/automate/agent-approvals.md) for review.

## Troubleshooting

| Symptom | Fix |
| - | - |
| A survey shared with you is not found | The survey is shared through a workgroup you are not in. Ask the survey owner to share it with you in SurveyMonkey. |
| Answers show counts but no open-ended text | The `responses_read_detail` permission was not granted. Disconnect and reconnect, approving every permission. |
| Totals differ from **Analyze Results** | Filters or compare rules are applied in SurveyMonkey. Name the same filter in your request. |
| A draft survey fails with a SurveyMonkey message | Fix the question or choice the message names on the card and select **Confirm** again. |
| **Reconnect SurveyMonkey** appears | The authorisation was revoked in SurveyMonkey. Select **Connect** to authorise again. |
| Requests fail with a rate limit message | SurveyMonkey limits requests per minute and per day. Wait and retry, or narrow the request to one collector. |

## Related

* [How integrations work](https://hebno.com/docs/integrations/index.md)
* [Permissions and access](https://hebno.com/docs/integrations/permissions-and-access.md)
* [Linked records](https://hebno.com/docs/projects/linked-records.md)
* [Typeform](https://hebno.com/docs/integrations/typeform.md)
* [Qualtrics](https://hebno.com/docs/integrations/qualtrics.md)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.