Automated feedback request collection

Purpose

1.1. Automate the collection of client and stakeholder feedback for completed industrial design projects, ensuring consistent, timely, and actionable insights.
1.2. Automating reminders and feedback form distribution to enhance project management transparency and iterative design improvement.
1.3. Reduce manual follow-ups, standardize evaluation formats, and centralize feedback for further analytics and reporting.
1.4. Facilitate automated escalation and notifications for missing or delayed feedback responses.

Trigger Conditions

2.1. Project milestone marked complete in project management system.
2.2. End-of-phase review completed and recorded.
2.3. Manual feedback request via CRM or directly from project manager.
2.4. Automated schedule (e.g., weekly or on project close).

Platform Variants

3.1. Microsoft Teams
• Feature/Setting: Automate feedback form links sent via automated message in project channel using Microsoft Graph API—Configure POST /chats/{chat-id}/messages.
3.2. Slack
• Feature/Setting: Automate feedback survey ping via Slack Workflow Builder—Configure webhook trigger to deliver Google Form or SurveyMonkey links.
3.3. Trello
• Feature/Setting: Automates card creation with feedback checklist via Trello REST API—POST /1/cards on milestone completion.
3.4. Asana
• Feature/Setting: Automating feedback task creation and assignment using Asana API—POST /tasks with feedback details.
3.5. Jira
• Feature/Setting: Automate notification on issue transition automator—POST /rest/api/3/issue/{issueId}/comment with survey URL.
3.6. ClickUp
• Feature/Setting: Automates feedback subtask assignment through ClickUp API—POST /api/v2/task/{task_id}/comment.
3.7. Notion
• Feature/Setting: Automates response database entry using Notion API—PATCH /v1/pages/{page_id}.
3.8. Smartsheet
• Feature/Setting: Automating feedback row creation with feedback request status—POST /sheets/{sheetId}/rows.
3.9. Salesforce
• Feature/Setting: Automate outbound email to clients using Salesforce Workflow Rules—trigger Email Alert.
3.10. HubSpot
• Feature/Setting: Automator to send feedback email via HubSpot Workflow—configure Contact property-based trigger.
3.11. SurveyMonkey
• Feature/Setting: Automates survey email via SurveyMonkey API—POST /v3/surveys/{id}/collectors.
3.12. Google Forms
• Feature/Setting: Automator generates unique feedback links and automates sending via Apps Script—MailApp.sendEmail().
3.13. Typeform
• Feature/Setting: Automates feedback survey dispatch via Typeform API—POST /forms/{form_id}/responses.
3.14. Zendesk
• Feature/Setting: Automates ticket creation/reminder for delayed feedback via Zendesk Ticketing API—POST /api/v2/tickets.
3.15. Outlook 365
• Feature/Setting: Automate feedback requests via mail merge and recurring calendar invites—Microsoft Graph API /sendMail.
3.16. Gmail
• Feature/Setting: Automator sends personalized feedback requests using Gmail API—POST /gmail/v1/users/{userId}/messages/send.
3.17. Twilio SMS
• Feature/Setting: Automates SMS feedback survey requests—POST /2010-04-01/Accounts/{AccountSid}/Messages.json.
3.18. WhatsApp Business API
• Feature/Setting: Automates feedback requests in chat form—POST /v1/messages.
3.19. Monday.com
• Feature/Setting: Automate pulse creation with feedback status update—GraphQL mutation for item creation.
3.20. Airtable
• Feature/Setting: Automates record creation for feedback tracking—POST /v0/{baseId}/{tableName}.
3.21. Zoho CRM
• Feature/Setting: Automates workflow to send feedback emails—create custom function in Zoho CRM workflow automation.
3.22. Intercom
• Feature/Setting: Automator for in-app feedback message—POST /conversations/parts.
3.23. Freshdesk
• Feature/Setting: Automate ticket for missing feedback—POST /api/v2/tickets.
3.24. Mailchimp
• Feature/Setting: Automates bulk feedback campaign—POST /3.0/campaigns.

Benefits

4.1. Automates prompt and regular feedback collection, reducing manual workload and delays.
4.2. Ensures feedback is systematically stored and accessible for analysis, increasing actionable insights.
4.3. Automating reminders increases response rates and project quality.
4.4. Automator routes urgent or negative feedback to management instantly for fast intervention.
4.5. Enhances transparency and accountability in project post-mortems through automated email and platform-based notifications.
4.6. Automatable setup provides scalability across multiple design clients and simultaneous projects.
4.7. Improves stakeholder satisfaction by automatedly communicating the impact of their feedback.