Client review and feedback collection workflow

Purpose

1.1. Automate the process of collecting, managing, and tracking client feedback on delivered airbrushing projects to ensure high client satisfaction, enable fast revisions, and maintain an organized archive of review communications and decisions.
1.2. Enable auto-notification, approval flows, revision request handling, and survey/feedback centralization in the context of art file delivery and asset review.
1.3. Ensure real-time status updates to relevant teams for prompt project completion and continuous improvement in clientele interaction.

Trigger Conditions

2.1. Project file marked as "ready for review" in project management tool.
2.2. New file uploaded to a client-facing folder in cloud storage.
2.3. Task status updated to "client review pending".
2.4. Scheduled reminder interval reached without client feedback.
2.5. Manual initiation via team dashboard.

Platform variants

3.1. Twilio (SMS API)
• Feature/Setting: Send SMS notifications to clients on file readiness.
• Config: Configure messaging endpoints; set auto-send on status change.

3.2. SendGrid (Email API)
• Feature/Setting: Automated email invitations for asset review and feedback.
• Config: Template-driven emails triggered by file upload events.

3.3. Slack
• Feature/Setting: Notify internal teams on client feedback or requested revisions.
• Config: Use webhooks for channel alerts tied to project stages.

3.4. Google Forms
• Feature/Setting: Structured feedback form automatically sent to clients.
• Config: Pre-filled form links emailed upon status change.

3.5. Typeform
• Feature/Setting: Interactive survey flow linked to asset delivery.
• Config: Embed file links; auto-send via webhook when asset is delivered.

3.6. Google Drive API
• Feature/Setting: Monitor asset folders for new uploads and trigger feedback process.
• Config: Watch for file events; extract sharing links.

3.7. Dropbox API
• Feature/Setting: Track art file uploads and share links for client review.
• Config: Webhook on folder for new file; enable link sharing.

3.8. DocuSign
• Feature/Setting: Gather approval signatures for asset acceptance or revision.
• Config: Template embedding; auto-send to client emails post review.

3.9. HubSpot
• Feature/Setting: Automate CRM contact stage updates based on feedback status.
• Config: Trigger workflow when feedback form submitted.

3.10. Airtable
• Feature/Setting: Log feedback data and track project review status.
• Config: Auto-populate records via API when new feedback arrives.

3.11. Monday.com
• Feature/Setting: Visual workflow for tracking review/feedback cycles.
• Config: Add automation to change item status upon feedback submission.

3.12. Asana
• Feature/Setting: Task update and comment automation for client feedback events.
• Config: Auto-move to next phase on feedback receipt.

3.13. Trello
• Feature/Setting: Move cards based on client review or revision request.
• Config: Trigger based on checklist completion or form response.

3.14. Zendesk
• Feature/Setting: Auto-create support tickets for follow-up on negative feedback.
• Config: Ticket generation tied to low satisfaction scores.

3.15. Zoho CRM
• Feature/Setting: Track review status and integrate feedback into client records.
• Config: Update deal stage when review is submitted.

3.16. Salesforce
• Feature/Setting: Automate workflow to notify sales team on client approval/rejection.
• Config: Trigger process builder flows via API on feedback event.

3.17. Mailchimp
• Feature/Setting: Automated review request sequence after file delivery.
• Config: Email journey triggered by project management tool webhook.

3.18. Microsoft Teams
• Feature/Setting: Internal chat notification for project/feedback status change.
• Config: Webhook or bot message for art review events.

3.19. OneDrive API
• Feature/Setting: Monitor file delivery folders; auto-generate review requests.
• Config: Automated sharing with client and feedback link generation.

3.20. JotForm
• Feature/Setting: Detailed feedback capture linked to file delivery notification.
• Config: Form sent upon new file upload, results logged via webhook.

3.21. Intercom
• Feature/Setting: In-app message prompt for feedback upon asset review.
• Config: Trigger based on workflow completion.

3.22. Smartsheet
• Feature/Setting: Update review tracking sheets from feedback forms.
• Config: Sheet row added/updated via API with feedback data.

Benefits

4.1. Ensures rapid feedback for continuous workflow with fewer delays.
4.2. Provides a fully traceable communication chain for client satisfaction audits.
4.3. Frees staff from manual follow-ups, lowering administrative overhead.
4.4. Systematic feedback enables quick revisions and strengthens client relationships.
4.5. Organizes all review and approval data for reporting and quality assurance.