API: Use Cases

BI Dashboard Integration

Goal: Display engagement data alongside other business metrics in tools like Power BI, Tableau, or Looker.

How it works:

1. Use GET /api/public/surveys to find completed surveys
2. Pull results with GET /api/public/surveys/{id}/results
3. Map index scores to your dashboard visualizations
4. Use GET /api/public/groups to match results to your organizational structure

Value: Get a unified view of engagement alongside revenue, retention, and other KPIs — without switching between tools.

Custom Reporting & Exports

Goal: Build tailored reports that go beyond what Insight's built-in reports offer.

How it works:

1. Fetch questions and indexes with localized names in your preferred language
2. Pull survey results filtered by specific groups or indexes
3. Transform and format data to match your reporting needs

Value: Create reports tailored to specific stakeholders — board presentations, team-level summaries, or cross-department comparisons.

HR System Synchronization

Goal: Keep your organizational structure in Insight up to date with your HR system (e.g., SAP SuccessFactors, Personio, HaileyHR).

How it works:

1. Use GET /api/public/groups to read the current group structure
2. Compare with your HR system's organizational data
3. Identify differences that need manual attention

Value: Ensure surveys always target the right people and results map to the correct teams — without manual data entry.

Automated Engagement Monitoring

Goal: Trigger alerts or workflows based on engagement trends.

How it works:

1. Periodically poll GET /api/public/surveys for newly completed surveys
2. Fetch results and compare against previous periods or thresholds
3. Trigger notifications (email, Slack, Teams) when scores drop or improve significantly

Value: Proactive engagement management — surface issues before they become problems.

Multi-System Data Correlation

Goal: Correlate engagement data with other people metrics (turnover, sick leave, performance).

How it works:

1. Pull engagement results per group via the API
2. Match groups to organizational units in your other systems using externalId
3. Combine datasets for analysis

Value: Understand the relationship between engagement and business outcomes with hard data.