Professional Services Workflow AutomationPurpose
1.2. Centralize feedback received via SMS, email, webforms, mobile apps, and social media into a unified, automated dashboard.
1.3. Support compliance reporting and business intelligence through automated feedback aggregation, analysis, and alerting.
1.4. Enable continuous service improvement by automatedly surfacing trends, anomalies, and common issues for ATM fleets.
Trigger Conditions
2.2. Automated customer-initiated triggers via QR code scan or NFC tap at ATM.
2.3. Scheduled feedback requests for recent ATM users using automated SMS, email, or app notification.
2.4. Automated trigger when a complaint or praise is left on social media referencing ATM location/service.
Platform Variants
• Feature/Setting: Use Programmable SMS; automatedly send and receive feedback messages.
• Example: Configure webhook for inbound SMS, auto store content to CRM via API.
3.2. SendGrid
• Feature/Setting: Automated Email API; send feedback surveys post-ATM usage.
• Example: Create template, automate dispatch using transaction completion trigger.
3.3. Zendesk
• Feature/Setting: Zendesk Support API; automate creation of feedback tickets.
• Example: Map incoming feedback to ticket fields, auto-assign to service teams.
3.4. Salesforce
• Feature/Setting: Feedback web-to-lead forms; automate lead creation for each feedback.
• Example: Embed HTML form at ATM screen QR, auto route via Process Builder.
3.5. Google Forms
• Feature/Setting: Automatedly collect feedback through forms, auto-archive responses in Sheets.
• Example: Set up form end-point; auto-notify team on new submission with Apps Script.
3.6. Freshdesk
• Feature/Setting: Feedback widget/API; automate feedback case creation.
• Example: Auto-tag feedback source, automate escalation rules for negative input.
3.7. Typeform
• Feature/Setting: Automated feedback flows through web/mobile; API exports.
• Example: Auto-embed in ATM apps; connect via API for real-time ingestion.
3.8. Microsoft Power Automate
• Feature/Setting: Workflow automation; trigger flows from email/SMS/forms.
• Example: Survey sync to SharePoint, auto-notify ops teams of critical feedback.
3.9. HubSpot
• Feature/Setting: Automated feedback tickets; workflow automator for responses.
• Example: Trigger workflows from form or chatbot feedback.
3.10. Facebook Graph API
• Feature/Setting: Automated monitoring for ATM mentions; auto-ingest feedback posts.
• Example: Bind to Page, auto-pull mentions/comments to CRM.
3.11. Slack
• Feature/Setting: Automated channel notifications; incoming webhooks for feedback alerts.
• Example: Auto-post urgent ATM complaints.
3.12. Zapier
• Feature/Setting: Automated integration across SMS, email, and SaaS forms.
• Example: Auto-move feedback from inbound channel to database.
3.13. SurveyMonkey
• Feature/Setting: Automated survey distribution and response aggregation.
• Example: Timed survey workflows after ATM use.
3.14. Mailgun
• Feature/Setting: Automated transactional messages for feedback request and follow-up.
• Example: Webhook to trigger on ATM network events.
3.15. Intercom
• Feature/Setting: Automated chat messaging for feedback collection and escalation.
• Example: Post-ATM app notification triggers in-app survey.
3.16. Airtable
• Feature/Setting: Database automation for feedback aggregation and reporting.
• Example: Automate row creation per customer input via Zapier/API.
3.17. Trello
• Feature/Setting: Automated card creation for actionable feedback.
• Example: Auto-create card on negative survey result, assign to service owner.
3.18. Jotform
• Feature/Setting: Automatedly route ATM feedback forms to the right team via integrations.
• Example: Direct Slack or email notification on new feedback.
3.19. WhatsApp Business API
• Feature/Setting: Automated message templates for feedback collection.
• Example: Trigger follow-up after ATM withdrawal.
3.20. Google Data Studio
• Feature/Setting: Automated dashboards and alerts for aggregated feedback analysis.
• Example: Data sources synched via Sheets API from collected feedback.
Benefits
4.2. Drives automation of reporting, analysis, and real-time alerting to responsible teams.
4.3. Reduces manual effort and errors by automating feedback routing and response.
4.4. Enables automated insights and rapid remediation of ATM-related issues.
4.5. Supports regulatory compliance through automated feedback audit trails and documentation.