Automated client feedback requests after project updates

Purpose

1.1. Automatedly gather client feedback right after project updates to streamline quality assurance, refine creative services, and enhance customer satisfaction.
1.2. Automates the entire process of client follow-up, eliminating manual outreach, reducing delays, and boosting review collection rates.
1.3. Enables artists and creative agencies to integrate feedback loops within their project & task management automations for ongoing improvement.
1.4. Ensures project milestones trigger automator-driven requests for actionable feedback, making the post-update phase consistently reviewable.

Trigger Conditions

2.1. When a project status changes to "Updated" or "Milestone Achieved" in project management software.
2.2. Upon completion of a task labeled as "Client Review" or "Client Feedback Required."
2.3. Automated scheduling post-delivery (e.g., 24 hours after digital asset is sent).
2.4. Client uploads final approval or marks a deliverable "Seen."
2.5. Automation based on custom attributes (e.g., project value, service type).

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS feedback request using Twilio Messaging API; configure API endpoint to send SMS upon project update event.
• Sample: POST to /Messages with client mobile and template message.
3.2. SendGrid
• Feature/Setting: Automate email request for feedback via SendGrid Mail Send API; trigger on project completion webhook.
• Sample: POST to /mail/send with client email and feedback link.
3.3. Slack
• Feature/Setting: Automate Slack DM or channel post using Slack API "chat.postMessage"; trigger from project task management update webhook.
• Sample: POST to /chat.postMessage with user ID and message body.
3.4. Gmail
• Feature/Setting: Automate email drafting and sending through Gmail API; compose templated feedback requests.
• Sample: POST to /gmail/v1/users/me/messages/send.
3.5. Microsoft Outlook
• Feature/Setting: Automate Outlook mail send via Graph API; configure automated feedback emails on project update hooks.
• Sample: POST to /me/sendMail endpoint.
3.6. Salesforce
• Feature/Setting: Automate feedback request tasks or email campaigns in Salesforce via Process Builder or Flow.
• Sample: Flow node "Send Email Alert" tied to "Project Updated" trigger.
3.7. HubSpot
• Feature/Setting: Automate feedback email using HubSpot Workflows; set automation trigger at deal/project stage change.
• Sample: Workflow action "Send Email" configured for "Project Updated" stage.
3.8. Asana
• Feature/Setting: Automate task or comment creation prompting feedback via Asana API; trigger on project section move.
• Sample: POST to /tasks or /stories endpoints.
3.9. Trello
• Feature/Setting: Automate card comment using Trello API; activate on list change (e.g., "Needs Feedback").
• Sample: POST to /cards/{id}/actions/comments endpoint.
3.10. Monday.com
• Feature/Setting: Automate emails or in-app updates using Monday.com API on project or item status change.
• Sample: Mutation to create_email or post_update.
3.11. Zoho Projects
• Feature/Setting: Automate feedback email via Zoho Projects API; trigger with webhook on task completion.
• Sample: POST to /tasks/{id}/sendReminders.
3.12. Notion
• Feature/Setting: Automate mention or notification via Notion API integration; trigger when project page updated.
• Sample: PATCH to /pages/{id} or POST to /comments.
3.13. ClickUp
• Feature/Setting: Automate task creation for feedback using ClickUp API; triggered by custom field update.
• Sample: POST to /task endpoint.
3.14. PipeDrive
• Feature/Setting: Automate activity creation or email send in Pipedrive via API; setup on deal stage transition.
• Sample: POST to /activities or /mailbox/messages.
3.15. Airtable
• Feature/Setting: Automate feedback form email using Airtable Automations; trigger on record status update.
• Sample: "Send email" automation action in Airtable.
3.16. Mailchimp
• Feature/Setting: Automate email campaigns for feedback via Mailchimp API; triggered by webhook.
• Sample: POST to /messages/send endpoint.
3.17. Intercom
• Feature/Setting: Automate in-app or email feedback request using Intercom Conversations API.
• Sample: POST to /messages with user ID and content.
3.18. ActiveCampaign
• Feature/Setting: Automate email workflow in ActiveCampaign with automation trigger on new project or update tag.
• Sample: POST to /api/3/contactAutomations.
3.19. Zendesk
• Feature/Setting: Automate ticket creation or email notification for feedback using Zendesk API post-project.
• Sample: POST to /api/v2/tickets or /api/v2/notifications.
3.20. Google Forms
• Feature/Setting: Automate form link delivery using Google Forms API or prefilled form emails sent via Google Workspace triggers.
• Sample: POST feedback URL in templated emails.

Benefits

4.1. Automatedly accelerates client feedback loop, improving project iteration speed.
4.2. Increases feedback volume through multi-channel automated outreach.
4.3. Automates manual follow-up, saving artist and studio time.
4.4. Boosts client engagement and satisfaction by automating consistent outreach.
4.5. Enables scalable, automatable feedback collection across all projects, enhancing quality improvement cycles.