How to Use ClickUp to Replace Polly AI

ClickUp can centralize survey planning, campaign execution, and feedback follow-up so you no longer rely only on tools like Polly AI for gathering opinions and insights.

This how-to guide walks you step-by-step through building a feedback workflow that mirrors what you get from Polly AI alternatives, using flexible features that keep all your work in one place.

Why Build Survey Workflows in ClickUp?

Before you set anything up, it helps to understand why ClickUp is a strong option when you are looking at Polly AI alternatives.

• Keep survey planning, execution, and analysis in one workspace
• Assign clear owners and deadlines for every campaign
• Standardize survey templates and best practices across teams
• Automate follow-up tasks based on responses and insights

The goal is not to rebuild every survey feature inside ClickUp but to build a reliable operating system around your survey tools.

Step 1: Plan Your Survey Strategy in ClickUp

Start by defining what you want to learn from respondents, who is responsible, and when each survey launches.

Create a Survey Space in ClickUp

1. Create a new Space dedicated to feedback and research.

2. Add folders for different survey types, such as:

   • Employee engagement
   • Customer satisfaction
   • Product research
   • Stakeholder feedback

3. Customize Space settings so only the right teams have access.

Set Up a Survey Planning List in ClickUp

Inside your feedback Space, create a List called “Survey Roadmap.” This List will track every campaign from idea to completion.

Add fields to capture the same information you would track when using a tool similar to Polly:

• Survey owner
• Target audience
• Channel (Slack, email, in-app, meeting)
• Goal or key question
• Launch date and end date
• Status (Idea, In Draft, Scheduled, Live, Closed, Analyzed)

Each task in the List represents a single survey initiative, with subtasks for content creation, approvals, and analysis.

Step 2: Build a ClickUp Template for Survey Campaigns

Once you have a basic structure, turn it into a repeatable template so your team can spin up consistent campaigns without starting from scratch.

Define a Standard Task Structure in ClickUp

1. Create a sample task called “Survey Campaign Template.”

2. Add subtasks such as:

   • Define objectives and audience
   • Draft questions and rating scales
   • Review and approvals
   • Configure tool settings or integrations
   • Launch announcement
   • Collect results and export data
   • Summarize insights and next steps

3. Add checklists inside each subtask for the fine-grain steps your team must follow.

Save the Task as a ClickUp Template

1. Open the “Survey Campaign Template” task.

2. Use the template menu to save it as a reusable task template.

3. Choose which elements to include, such as:

   • Subtasks and checklists
   • Custom fields
   • Attachments like sample question banks
   • Default assignees or watchers

Now, every time you plan a new survey, you can apply the same structure in a few clicks inside ClickUp.

Step 3: Organize Feedback Collection Around ClickUp

You can use ClickUp to coordinate how and where surveys are shared, even if the actual questions are delivered through external tools.

Map Channels Used for Surveys in ClickUp

For each campaign task, use custom fields to capture where the survey is distributed:

• Slack or chat tools
• Email sequences
• In-product prompts
• Meeting polls or live sessions

Document any automation rules the channel uses so the next campaign is easier to repeat.

Attach Survey Links and Assets in ClickUp

1. Attach survey links or forms directly to the campaign task.

2. Add draft questions as documents and connect them to the parent task.

3. Use comments for quick discussion on wording, timing, and targeting.

This keeps everything visible for stakeholders who do not live inside the polling tool every day.

Step 4: Track Responses and Insights in ClickUp

Even if your organization uses a dedicated feedback platform, you can centralize insights and follow-up actions in ClickUp.

Summarize Survey Results in ClickUp Docs

1. Create a Doc for each major survey campaign.

2. Include sections for:

   • Objective and methodology
   • Key quantitative metrics
   • Qualitative themes and quotes
   • Recommendations and priorities

3. Embed snapshots, images, or exports from your survey tool to support your summary.

Link the Doc to the campaign task so your whole team can easily find it later.

Create Action Items from Survey Feedback in ClickUp

Turn insights into work by creating tasks directly from your findings:

• New feature ideas for product teams
• Communication updates for marketing or HR
• Process improvements for operations
• Training needs for managers or support agents

Assign owners, set due dates, and add priority levels so feedback does not get lost after the survey closes.

Step 5: Automate Survey Workflows in ClickUp

Automation ensures each survey campaign moves through a consistent lifecycle with minimal manual effort.

Use ClickUp Automations for Survey Status

1. Create automation rules that change task status when key fields update.

2. Examples of useful rules:

   • When launch date is reached, set status to “Live.”
   • When end date passes, set status to “Closed.”
   • When summary Doc is attached, move status to “Analyzed.”

3. Notify stakeholders automatically when a status changes so they know when to review results.

Standardize Recurring Surveys in ClickUp

If you run monthly or quarterly surveys, use recurring tasks:

• Set the survey template task to recur on a schedule.
• Update dates and channels for each new cycle.
• Link each recurrence to its own results Doc for traceability.

This turns ongoing feedback into a predictable system rather than a one-off project.

Step 6: Report and Share Survey Outcomes with ClickUp Views

Different stakeholders need different levels of detail when it comes to survey performance.

Create Custom Views in ClickUp for Stakeholders

• List views to see all survey campaigns with statuses and owners
• Calendar views to visualize launch schedules and avoid overlap
• Dashboard widgets to track volume of surveys, completion of analysis tasks, or follow-up work

Group and filter by team, audience, or survey type so everyone sees what matters most to them.

Share Read-Only Access in ClickUp

Provide read-only links to Lists, Dashboards, or Docs so leaders and partners can follow progress without changing your setup.

This makes ClickUp a central hub for visibility across multiple tools and survey programs.

Improve Your ClickUp Survey System Over Time

As you run more campaigns, continue refining your templates, fields, and automations in ClickUp.

• Collect internal feedback on what is working or missing.
• Update your standard checklists to reflect new best practices.
• Consolidate repeated questions or scales into a shared question bank Doc.

If you need expert help implementing robust feedback systems in your workspace, you can explore specialized consulting and optimization services at Consultevo.

By using ClickUp as the operational backbone for planning, running, and acting on surveys, your team can get more value from every response, no matter which polling tool you pair it with.