AI at Work: An Employee Survey Template

Before a company picks an AI pilot, it helps to know where employees already are. Some people use AI every day, often on tools the company never approved. Others have not started, or do not trust the output.

In Why CHROs Should Help Lead AI Transformation, HR executive Chris Linford recommends starting with a simple survey. It reveals hidden AI activity, shows where people need support, and gives HR, IT, and company leadership a shared starting point.

This template follows the approach Chris describes. It takes employees about 3 to 5 minutes, and you are free to use and adapt it.

How to use it

• Copy the questions into the form tool your company already uses, such as Google Forms or Microsoft Forms.
• Swap the tool list for the AI tools that matter at your company.
• Tell employees why you are asking and how the answers will be used. Honest answers depend on trust.
• Look for patterns by department: who is already using AI, which repetitive work comes up most, and who volunteers to be an AI Champion.

Section 1: AI usage

1. 01Do you currently use any AI tools in your work?Yes, regularly · Yes, occasionally · No, not yet
2. 02Which AI platforms do you use? (Select all that apply)ChatGPT (OpenAI) · Claude (Anthropic) · Gemini (Google) · Copilot (Microsoft) · Perplexity · Grok (xAI) · Midjourney · GitHub Copilot · Notion AI · Grammarly AI · Other
3. 03Which AI tools do you currently have access to through the company? (Select all that apply)ChatGPT (OpenAI) · Claude (Anthropic) · Gemini (Google) · Copilot (Microsoft) · Perplexity · Grok (xAI) · Midjourney · GitHub Copilot · Notion AI · Grammarly AI · None · Not sure · Other
4. 04Do you use all of the AI tools you have access to?Yes · No
5. 05What is your total personal monthly spend on AI tools? (Only include what you pay personally)$0 · $1–$20 · $21–$50 · $51–$100 · $100+ · Not sure
6. 06Approximately how much do you get reimbursed per month for AI tools?$0 · $1–$20 · $21–$50 · $51–$100 · $100+ · Not sure
7. 07How often do you use AI in your work?Daily · A few times per week · Occasionally · Rarely

Section 2: Your work

1. 08What are the 2–3 tasks or workflows you spend the most time on each week? (Examples: reporting, emails, analysis, documentation, customer responses, etc.)Open-ended answer
2. 09Where does your work feel most repetitive, manual, or time-consuming?Open-ended answer
3. 10Where do you think AI could help you the most, but isn’t today?Open-ended answer

Section 3: AI capability and use

1. 11How would you rate your AI skill level? (1 = just getting started, 5 = could teach others)Rating from 1 to 5
2. 12What is the most valuable way you’ve used AI in your work? (Share a workflow, prompt, or example that made a difference)Open-ended answer

Section 4: Sharing and participation

1. 13Would you be comfortable sharing your AI workflows or tips with others?Yes, happy to share · Yes, but anonymously · Maybe — would like more details · No
2. 14Would you be interested in being an AI Champion? (AI Champions help share best practices and shape how we use AI across the company)Yes · Interested — tell me more · Maybe later · No

Section 5: Final thoughts

1. 15What department or function are you in?Sales · Marketing · Engineering · Operations · Customer Support · Finance · IT · Product · Other
2. 16Is there anything else you’d like us to know? (Ideas, concerns, or questions about AI at the company)Open-ended answer (optional)

Turn the results into a first pilot

The answers to questions 8 through 10 are often the most useful. They point to the recurring, time-consuming work where AI could help. From there, choose one workflow, map it, and run a focused pilot with clear human review.

SageCreek AI helps companies find the workflow where AI can create measurable value, then builds around it.