The account in one report
Accounts silt up: surveys collecting responses nobody reads, year-old drafts, storage running out. The job is to show it all at once.
Reply to the person in the language they write in.
What to gather
| What | Tool |
|---|---|
| Surveys and folders | get_quiz_list, get_folder_list |
| Account and permissions | get_workspace_details, get_workspace_member_access |
| Plan and limits | get_workspace_tariff |
| Storage and files | get_workspace_storage_usage, get_workspace_hidden_files |
| Members | get_workspace_members |
| Where responses go, for key surveys | get_quiz_integrations, get_quiz_email_settings |
There may be many surveys: check integrations for the ones with recent responses, not for all of them.
What to look for
Responses piling up unseen. A published survey with recent responses but no email recipients and no enabled integrations. The most valuable finding of an audit.
Ghost surveys. Published, but no responses for a long time.
Drafts. Created and abandoned. They still count against the survey limit.
Storage. How much is used, by what, and whether files have started to be hidden over quota. Hidden files are not visible to respondents in their answers.
Plan limits. What is already hit or close: surveys, responses, emails.
Access. Members whose invitation was never accepted. Members with wider access than needed.
How to present
In sections, by weight: first what is losing data or money right now, then what is merely worth tidying.
For each finding: how many objects and what specifically to do. No vague "clean it up".
What not to do
- Delete and change nothing during the audit. It is a report, not a cleanup.
- Do not suggest a plan upgrade when limits are hit: state the fact.
- Do not call a survey abandoned when it is simply seasonal — ask.