Automated customer satisfaction score analytics

Purpose

1.1. Automate real-time gathering, aggregation, and analytics of customer satisfaction scores for a retail plastic window store.
1.2. Automatedly process multi-source feedback to generate actionable insights for operational improvements.
1.3. Provide automated scheduled reporting for store managers and executive dashboards.
1.4. Enable automating alerts and workflows when scores drop below predefined levels.
1.5. Automate trend analysis to detect emerging satisfaction patterns or operational gaps.

Trigger Conditions

2.1. Automated survey completion by customer after purchase or installation.
2.2. Receipt of post-service digital feedback via email or SMS.
2.3. Periodic time-based automation (e.g., daily, weekly schedule).
2.4. Entry of manual survey/input into POS or CRM system.
2.5. API reception of scores from third-party applications or web forms.

Platform Variants

3.1. SurveyMonkey
• Feature/Setting: Webhook automation—configure survey_response.completed webhook to automate payload delivery to analytics endpoint.
3.2. Google Sheets
• Feature/Setting: Automate App Script triggers on new row insert to calculate and update rolling satisfaction averages.
3.3. Salesforce
• Feature/Setting: Configure Process Builder automation—on Score field update, automate report trigger and alert.
3.4. Zendesk
• Feature/Setting: Automate CSAT API integration to pull satisfaction score per ticket and aggregate daily.
3.5. Twilio
• Feature/Setting: Automated SMS feedback—configure Programmable SMS API with autotrigger on service completion.
3.6. Microsoft Power BI
• Feature/Setting: Automate data refresh schedule and real-time dashboard update on new data arrival.
3.7. Slack
• Feature/Setting: Webhook integration to automate satisfaction report posting to management channel.
3.8. Google Forms
• Feature/Setting: Automated submission event—trigger Google Apps Script to append scores to master analytics sheet.
3.9. HubSpot
• Feature/Setting: Automate workflow—trigger on feedback form submission, update customer record, trigger analytics API.
3.10. Zoho CRM
• Feature/Setting: Workflow automation—automatedly run analytics script when feedback entry is logged.
3.11. Mailchimp
• Feature/Setting: Automated survey campaign completion webhook—feed results to analytics pipeline.
3.12. SendGrid
• Feature/Setting: Event Webhook—automate ingestion of survey completion data for analytic automation.
3.13. Typeform
• Feature/Setting: Automated Webhook for form response—send real-time data to analytics automator.
3.14. Pipedrive
• Feature/Setting: Automate integration on activity completed—sync satisfaction notes to analytics platform.
3.15. Jotform
• Feature/Setting: Configure webhook after form submission to automate score feed into reporting tool.
3.16. Monday.com
• Feature/Setting: Automated workflow—on new feedback, trigger analytics dashboard update.
3.17. Notion
• Feature/Setting: Automate database updates—new customer satisfaction entries trigger automatic recalculation.
3.18. Airtable
• Feature/Setting: Automated script trigger—every new score entry runs analytics logic.
3.19. Freshdesk
• Feature/Setting: Automate CSAT API—aggregate and analyze feedback scores in an automated manner.
3.20. Excel Online (Office 365)
• Feature/Setting: Automated Power Automate flow—on new row with score, process automated report generation.

Benefits

4.1. Automating collection and analytics frees staff from manual report compilation.
4.2. Automated dashboards yield real-time insight, accelerating operational responses.
4.3. Early detection of negative trends enables automated corrective workflows.
4.4. Automation unifies multi-source feedback, boosting data integrity and decision-making.
4.5. Enhances customer retention through automated detection of service deficiencies and opportunities.