Auto-generated project completion and feedback requests

Purpose

1. Automate the creation and delivery of project completion confirmations and feedback requests to clients upon the close of a concrete project.

2. Streamline final project communication, ensuring customers acknowledge project completion and provide feedback without manual follow-up.

3. Enable contractors to automate the collection of performance data and customer satisfaction for ongoing service improvement and compliance.

4. Ensure all feedback and project status data are centrally stored, triggering internal reviews or automated satisfaction improvement tasks.

Trigger Conditions

1. Automated trigger when a project’s status is updated to "Completed" in the project management software.

2. Auto-detect closure of project tasks, milestones, or final site inspection logged as "Passed."

3. Schedule-based automation after the last scheduled job date.

4. Automate upon digital timesheet or site check-out confirmation submitted by crews.

5. API-based receipt of completion from quality assurance platforms.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automate SMS dispatch upon project completion event; configure via Twilio API — POST /Messages.
  

2. SendGrid

• Feature/Setting: Automate email delivery of completion notice and feedback link; configure SendGrid’s /mail/send endpoint.
  

3. Slack

• Feature/Setting: Send automated Slack message to project channels or client Slack; configure incoming webhook with JSON payload.
  

4. Microsoft Teams

• Feature/Setting: Post automated status message & feedback prompt using Teams Connector; configure HTTP POST to Teams channel webhook.
  

5. Mailgun

• Feature/Setting: Automate feedback request emails; utilize Mailgun’s /messages endpoint for API-driven mailouts.
  

6. HubSpot

• Feature/Setting: Trigger automated workflow on deal stage change; configure workflow automation for sending emails or surveys.
  

7. Salesforce

• Feature/Setting: Automate creation and dispatch of feedback tasks or surveys upon Project Completion stage via Process Builder or Flow.
  

8. Google Sheets

• Feature/Setting: Automate insertion of completion record and trigger apps script to email feedback request.
  

9. Asana

• Feature/Setting: Automate marking project as complete and trigger post-completion tasks via Asana Rules.
  

10. Monday.com

• Feature/Setting: Automate custom notifications/emails using Automations > When status changes to "Done", then notify/email.
  

11. Zoho CRM

• Feature/Setting: Automate workflow rules to send completion notification and survey using Zoho CRM Workflow Automation.
  

12. DocuSign

• Feature/Setting: Automate sending project sign-off document for e-signature on completion via DocuSign eSignature API POST /envelopes.
  

13. SurveyMonkey

• Feature/Setting: Automate feedback survey links; trigger collector via SurveyMonkey API /surveys/{id}/collectors.
  

14. Airtable

• Feature/Setting: Update base on “Completed” status and automate feedback email with scripting/automations.
  

15. Trello

• Feature/Setting: Automate card movement to “Completed” and post follow-up checklist or email with Butler Automation.
  

16. Microsoft Power Automate

• Feature/Setting: Flow triggers on project completion, automates email or Teams message using connectors.
  

17. ClickUp

• Feature/Setting: Task closed triggers automator to send feedback request via email/Slack integration.
  

18. Zendesk

• Feature/Setting: Automate feedback ticket creation after project close using Triggers & Automations.
  

19. Pipedrive

• Feature/Setting: Automate deals moving to “Won/Delivered” to send feedback forms using Pipedrive workflow automation.
  

20. ActiveCampaign

• Feature/Setting: Deal status automation triggers feedback series and completion notifications via email automation.
  

21. Mailchimp

• Feature/Setting: Automated email or survey through Mailchimp API/Automations upon project completion.
  

Benefits

1. Automates repetitive communications, saving time and reducing manual errors.

2. Automated feedback collection improves client satisfaction and identifies business improvement opportunities.

3. Centralizes documentation, automating compliance and reporting.

4. Automated triggers ensure timely client engagement and faster closeouts.

5. Complete audit trail and automated reminders reduce missed follow-ups and enhance professionalism.