Automated feedback collection from clients on design documents

Purpose

1.1. Automate the request, collection, collation, and analysis of client feedback on design documents in blueprint service workflows.
1.2. Automates distribution of design drafts, reminds clients to submit input, collects feedback in structured formats, centralizes data, and triggers follow-up or approval steps.
1.3. Supports accountability, version control, and faster project sign-off by integrating with client communication channels and documentation management systems.

Trigger Conditions

2.1. Automator detects new or revised design document uploaded to project repository.
2.2. Automated deadline-based reminders if no feedback is received within set period.
2.3. Manual trigger by project manager or automated event from project milestone update.
2.4. Automated survey trigger based on completion of specific project phase.

Platform Variants

3.1. Google Forms
• Feature/Setting: Automate form creation and sending via Google Forms API; sample config: POST to forms.create and forms.responses.submit

3.2. Microsoft Forms
• Feature/Setting: Automated survey dispatch with Microsoft Forms Graph API; event-driven triggers via Power Automate

3.3. Typeform
• Feature/Setting: Use Typeform Responses API for form dispatch and callback webhooks for collection

3.4. SurveyMonkey
• Feature/Setting: Automate survey deployment via SurveyMonkey Surveys API; configure webhooks for result retrieval

3.5. JotForm
• Feature/Setting: Automate form sharing with JotForm API POST submission, webhook for completed forms

3.6. Zoho Survey
• Feature/Setting: Automate survey link sending and track responses using Zoho Survey API

3.7. Slack
• Feature/Setting: Automate DM or channel posting via Slack API (chat.postMessage); interactive feedback gathering blocks

3.8. MS Teams
• Feature/Setting: Automate Teams message dispatch with actionable cards via Microsoft Graph API

3.9. Twilio SMS
• Feature/Setting: Automate SMS invitations and reminders with Twilio Programmable SMS API

3.10. Mailchimp
• Feature/Setting: Automate email sequence for survey invitations with Campaigns API

3.11. SendGrid
• Feature/Setting: Automate feedback request emails using SendGrid Mail Send API

3.12. HubSpot
• Feature/Setting: Automate workflows with Feedback Survey property and Track Responses API

3.13. Salesforce
• Feature/Setting: Automate feedback request with Process Builder and Use Survey Invitation API

3.14. Monday.com
• Feature/Setting: Automate item creation and feedback status update with Monday API

3.15. Asana
• Feature/Setting: Automate feedback tasks, comment gathering, and custom fields via Asana API

3.16. Airtable
• Feature/Setting: Automate feedback entries via Airtable Form and update records using Airtable API

3.17. Trello
• Feature/Setting: Automate card creation for feedback items using Trello REST API

3.18. Docusign
• Feature/Setting: Automate sending sign/approve requests for design docs using Envelopes API

3.19. Dropbox
• Feature/Setting: Automate file sharing and collect feedback via Dropbox File Requests API

3.20. Google Drive
• Feature/Setting: Automate sharing documents, collecting comments using Google Drive API (Permissions & Comments endpoint)

Benefits

4.1. Streamlines and automates feedback collection, reduces administrative load, and improves project efficiency.
4.2. Ensures faster turnaround through automated reminders and centralized collation.
4.3. Creates auditable, automatable trail of client interactions.
4.4. Enhances client experience by automating communication and reducing manual errors.
4.5. Supports scalability, tracking, and reporting via automated analytics export.