Purpose
1.1. Automate sending client satisfaction and feedback surveys post-project phases in mining engineering professional services.
1.2. Automates responsiveness to client input for ongoing projects, safely collecting structured feedback on project performance.
1.3. Automatedly triggers follow-up actions or notifications based on survey responses, ensuring no feedback is overlooked.
1.4. Automate survey data aggregation for trend analysis and compliance documentation in engineering workflows.
1.5. Automates escalation or reminders to project leads for unresolved negative feedback.
Trigger Conditions
2.1. Automatedly triggered upon phase completion milestone marked in project management tool.
2.2. Automate survey sending when project status is updated by team lead in ERP or PM system.
2.3. Automatically schedules follow-up surveys after a specified period post-delivery.
2.4. Automates survey resend if client has not responded within X days.
2.5. Automated trigger for internal review if survey scores fall below threshold.
Platform Variants
1. Typeform
• Feature/Setting: Automate survey creation via Typeform API, configure automatic distribution using Typeform webhooks post-phase completion.
2. Google Forms
• Feature/Setting: Automate survey generation, use Google Forms API for automated triggers from Sheets or Gmail scripts.
3. SurveyMonkey
• Feature/Setting: Automating survey dispatch via SurveyMonkey API, configure webhooks for feedback collection and notifications.
4. Microsoft Forms
• Feature/Setting: Automate survey creation and distribution via Microsoft Graph API, set up flows with automated reminders.
5. Jotform
• Feature/Setting: Automate form distribution via Jotform API, set up automated email triggers.
6. Qualtrics
• Feature/Setting: Configure Qualtrics workflows to automate feedback survey delivery and automate analytics exports.
7. Twilio SMS
• Feature/Setting: Use Twilio SMS API to automate survey link delivery and automate reminders for non-responders.
8. SendGrid
• Feature/Setting: Automate survey email distribution via SendGrid API, automate tracking of opens/clicks for reminder logic.
9. Mailchimp
• Feature/Setting: Automate email list segmentation and survey campaigns via Mailchimp API automator.
10. HubSpot
• Feature/Setting: Automate client engagement and pipeline-stage survey triggers via HubSpot Workflows.
11. Salesforce
• Feature/Setting: Automate survey dispatch via Salesforce Process Builder, integrate with Service Cloud for ticketing unresolved issues.
12. Zoho Survey
• Feature/Setting: Use Zoho Survey API to automate invitations on workflow triggers.
13. Airtable
• Feature/Setting: Automate status-based triggers for survey invitation using Airtable Automations.
14. Slack
• Feature/Setting: Automated Slack notifications or survey link DM via Slack API after client/project status changes.
15. Monday.com
• Feature/Setting: Automating survey link delivery as Monday.com workflow automation when status columns updated.
16. Asana
• Feature/Setting: Automate survey reminders as Asana tasks/comments via Asana API.
17. Trello
• Feature/Setting: Automate survey requests as new Trello cards/comments when project lists/cards change.
18. Pipedrive
• Feature/Setting: Trigger automated survey campaign when deals move between stages using Pipedrive API.
19. Intercom
• Feature/Setting: Automate in-app survey messages or email dispatch via Intercom Workflows.
20. Zapier
• Feature/Setting: Configure multistep automations to bridge project systems and survey platforms; automate cross-app triggers.
21. Microsoft Power Automate
• Feature/Setting: Build automated flows to trigger from SharePoint/Teams/Outlook actions and issue surveys via forms or external APIs.
Benefits
4.1. Automated surveys standardize client feedback processes and automate post-project evaluation in mining engineering.
4.2. Automation reduces manual errors, saving time and costs for professional service providers.
4.3. Automates consistent, targeted communication, improving client satisfaction and retention.
4.4. Efficient survey automation enables actionable insights, risk reduction, and compliance documentation.
4.5. Automatedly escalates unresolved negative feedback for prompt intervention and automates trend reporting for continuous improvement.
4.6. Scalability: automates outreach to all clients regardless of project volume or team size.
End of automation outline for automated client satisfaction surveys in mining engineering professional services.
Client & Stakeholder Communication