Using AI for work tasks
The "Using AI for work tasks" survey template gives you a clear picture of how employees are actually using AI tools day to day. It covers usage frequency, common task types, perceived value, and the barriers or risks that come up along the way. Use it to separate real productivity gains from wishful thinking and to spot where support is missing.
What the “Using AI for work tasks” survey measures
The survey tracks adoption frequency, the specific tasks people rely on AI for (writing, summarizing, data analysis, coding, brainstorming, and more), and self-rated usefulness. It also measures perceived impact across speed, quality, routine workload, communication clarity, and learning, plus awareness of internal AI usage rules. On the risk side, it captures adoption blockers and documents concrete incidents like factual errors, tone problems, missing details, code mistakes, or accidental sharing of sensitive information.
Who the “Using AI for work tasks” template is for
This template fits HR, IT, operations, or team leads who want visibility into AI adoption across departments before setting policy or investing in tools and training. It's especially useful for companies rolling out AI tools company-wide, running pilots, or drafting internal AI usage guidelines and want employee input to shape them. It also works well for smaller teams checking in on how a new AI tool is landing after a few weeks or months of use.
How to adapt the template to your needs
Swap the task list in question 2 to match the tools and workflows specific to your company, whether that's customer support scripts, legal drafting, or engineering tasks. You can add branching so that anyone answering "I do not use AI tools" in question 1 skips straight to the barriers question, and add a follow-up open-text question after question 8 asking for details on the most serious incident. If your company doesn't yet have formal AI rules, you may want to drop question 5 or replace it with a question gauging interest in future guidelines.
Questions and answer options
Answer options:
— Daily
— Several times a week
— About once a week
— Less often
— I do not use AI tools
Answer options:
— Drafting emails, messages, and documents
— Summarizing texts and meetings
— Translation and wording checks
— Finding and structuring information
— Data analysis and preparing conclusions
— Ideas, solution options, brainstorming
— Code, scripts, automation
— Preparing presentations and materials
Answer options:
— Speed of completing tasks
— Quality of outcomes
— Amount of routine work
— Clarity of wording and communication
— Learning and understanding complex topics
Answer options:
— I understand and follow them well
— I mostly understand them, but sometimes I’m unsure what I can share with AI
— I have heard about the rules, but I don’t know the details
— I didn’t know there are rules
— There are no clear rules in the company
Answer options:
— No access to suitable tools
— Security and confidentiality restrictions
— Unclear what can and cannot be shared with AI
— Doubts about accuracy and quality of outputs
— Not enough time to learn
— I don’t see tasks where it would be useful
— Hard to integrate into current processes and tools
Answer options:
— Factual errors (incorrect data, conclusions)
— Inappropriate tone or wording for a work context
— Missing important details, superficial response
— Errors in code/scripts or incorrect instructions
— Accidental sharing of unnecessary internal information in the prompt
— Output was hard to verify or explain
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