Automated feedback collection post-onboarding

Purpose

 1.1. Automate feedback collection post-onboarding for architectural projects to gain insights into client satisfaction, team performance, and process improvements.
 1.2. Enable collecting structured, timely, and automated feedback at project milestones or immediately post-onboarding, ensuring every stakeholder’s voice is heard.
 1.3. Automates follow-up with clients after onboarding completion, providing consistent, trackable engagement and data for quality assurance.

Trigger Conditions

 2.1. Automated trigger when onboarding stage in the project management tool is marked “Complete.”
 2.2. Automatedly scheduled after a set period post-client onboarding (e.g., 7 days).
 2.3. Trigger by manual input from project manager signaling onboarding closure.
 2.4. Automation fired from new entry in CRM indicating onboarding is done.

Platform Variants

 3.1. Twilio (API: Send Message)
  • Feature/Setting: Set up automated SMS for feedback survey link; configure Webhook with onboarding trigger.
 3.2. SendGrid (API: Mail Send)
  • Feature/Setting: Automate customized feedback email delivery; set dynamic template with merge fields.
 3.3. Mailchimp (API: /automations/trigger-emails)
  • Feature/Setting: Automated feedback drip campaigns; trigger workflow based on CRM contact updates.
 3.4. HubSpot (API: Engagements API, Feedback Surveys)
  • Feature/Setting: Automate customer feedback survey using Feedback Surveys tool post-project stage update.
 3.5. Google Forms (API: Forms.create, Forms.responses.create)
  • Feature/Setting: Automatedly send unique survey links via email after onboarding is complete.
 3.6. Typeform (API: Responses API)
  • Feature/Setting: Fetch and track automated survey responses; trigger on new project completion webhook.
 3.7. SurveyMonkey (API: Send Survey API)
  • Feature/Setting: Automate feedback request, send survey to contact list pulled from onboarding database.
 3.8. Slack (API: chat.postMessage)
  • Feature/Setting: Automated message in client channel for post-onboarding feedback collection.
 3.9. Microsoft Teams (API: Send Activity Notification)
  • Feature/Setting: Automated feedback survey notification in dedicated Teams channel after onboarding.
 3.10. Zoho CRM (API: Workflow Rules, Surveys)
  • Feature/Setting: Automatically trigger survey emails using workflow rules when onboarding field updates.
 3.11. Salesforce (API: Workflow/Process Builder, Survey Invitation)
  • Feature/Setting: Automate survey invitations tied to onboarding completion using process builder.
 3.12. Pipedrive (API: Webhooks, Activities)
  • Feature/Setting: Automate task creation for sending feedback forms post-onboarding.
 3.13. Airtable (API: Automation Scripts)
  • Feature/Setting: Scripted automations to email survey links when onboarding status turned “Done.”
 3.14. monday.com (API: Automations, Boards)
  • Feature/Setting: Automate survey email sending using board status changes post-onboarding.
 3.15. Asana (API: Events, Webhooks)
  • Feature/Setting: Automated notification or email for feedback when onboarding task marked complete.
 3.16. Trello (API: Actions, Webhooks)
  • Feature/Setting: Automate feedback request card creation after onboarding moves to “Complete” list.
 3.17. ActiveCampaign (API: Automations, CX Automation)
  • Feature/Setting: Automate feedback email workflow upon onboarding sequence finish.
 3.18. Intercom (API: Messages, Surveys)
  • Feature/Setting: Automated in-app messaging requesting feedback post-onboarding.
 3.19. Jotform (API: Form Submission, Email Notifications)
  • Feature/Setting: Automate invite email to feedback form post-onboarding status from CRM.
 3.20. Zoho Desk (API: Automated Workflows, Feedback Module)
  • Feature/Setting: Trigger automated feedback survey as ticket status set to “Onboarding Complete.”
 3.21. Outlook (API: Mail.Send)
  • Feature/Setting: Automate bulk feedback email dispatch post-onboarding using Office 365 email integration.
 3.22. Gmail (API: Gmail.users.messages.send)
  • Feature/Setting: Automatically send personalized survey invitations after project is onboarded.
 3.23. Smartsheet (API: Update Rows, Notification)
  • Feature/Setting: Automate client email notifications for feedback collection from sheet workflow.

Benefits

 4.1. Automates repetitive feedback outreach, boosting overall data collection efficiency.
 4.2. Automatedly increases response rates and standardizes feedback loops for quality improvements.
 4.3. Automator ensures timely feedback with less manual intervention and superior record tracking.
 4.4. Enables automatable continuous process enhancement and instant follow-up on issues or suggestions.
 4.5. Automating feedback gathering enhances client relationships and service transparency.