Collecting and analyzing client satisfaction surveys

Purpose

1.1. Automate collecting, aggregating, and analyzing client satisfaction survey responses for corporate general contractors in construction.
1.2. Automated survey workflows increase response rates, identify satisfaction trends, pinpoint operational issues, and enable data-driven decision-making.
1.3. Automator-powered feedback system ensures consistent client outreach after project milestones, automating data consolidation, alerts for low scores, and ongoing improvement cycles.
1.4. Automating multi-channel distribution captures more responses while automated dashboards display key metrics for management review.

Trigger Conditions

2.1. Automatedly trigger post-project completion date in project management system.
2.2. Automate via CRM closed-deal status or handover milestone.
2.3. Scheduled automatons (e.g., weekly, monthly client check-ins).
2.4. Manual trigger (surveys on demand for specific clients or events).
2.5. Automator detects dissatisfaction signals (e.g., negative email or support ticket sentiment).

Platform Variants

3.1. Typeform
- Function: Automate survey creation and webhook for real-time response push.
- Setting: Configure POST webhook to callback URL provided by automator.
3.2. SurveyMonkey
- Feature: Automating survey send via scheduled batch API.
- Setting: Use POST /collectors/{collector_id}/messages API for survey distribution.
3.3. Google Forms
- Feature: Automatize response collection to Google Sheets via Form Responses link.
- Setting: Activate "Send responses" to connected Sheets.
3.4. Microsoft Forms
- Feature: Automatedly route responses to SharePoint/Excel.
- Setting: Create "Automated flow" to SharePoint List with Power Automate trigger.
3.5. Salesforce Service Cloud
- Feature: Automate survey invitation on case or opportunity close via Flow Builder.
- Setting: Use "Send Survey Invitation" action in Flow automation.
3.6. HubSpot
- Feature: Automating survey sends based on pipeline stage.
- Setting: Set workflow with "Send survey email" action upon deal close.
3.7. Slack
- Function: Post-survey notification to project channels via Bots.
- Setting: API webhook on response event for automated messages.
3.8. Zendesk
- Feature: Automate CSAT survey trigger post-ticket solved.
- Setting: Automator runs "Send Satisfaction Survey API" after status update.
3.9. Mailchimp
- Function: Automating survey invite campaigns using email lists.
- Setting: Use API to add client segment and send campaign.
3.10. Twilio SMS
- Feature: Automated SMS survey invites with tracking link.
- Setting: SendMessage function with short survey URL parameter.
3.11. Airtable
- Function: Automator updates base with new survey responses for analytics.
- Setting: Webhook automation for new record insert on submission.
3.12. Power BI
- Feature: Automated visualization dashboards for ongoing survey results.
- Setting: Import data set via connector and schedule dataset refresh.
3.13. Tableau
- Function: Automate dashboard refreshes with live response feeds.
- Setting: Scheduled extract refresh on survey data source.
3.14. Zoho CRM
- Feature: Automated survey workflow on deal status change.
- Setting: Configure Blueprint/Workflow for survey action trigger.
3.15. Monday.com
- Feature: Automated item creation for each survey response in feedback board.
- Setting: Integration recipe for "when form submitted, create item".
3.16. Google Sheets
- Function: Automatize data sync and custom analysis scripts.
- Setting: Scripts scheduled with onFormSubmit trigger.
3.17. OneDrive
- Feature: Automated survey CSV archiving.
- Setting: Flow configured to move response files periodically.
3.18. Intercom
- Function: Automated chat-based surveys.
- Setting: Automate with “Outbound Messages” API tied to event.
3.19. Freshdesk
- Feature: Automating survey email post-ticket resolve.
- Setting: Dispatch Satisfaction Survey rule.
3.20. Asana
- Function: Automated task creation for follow-up on low scores.
- Setting: Webhook from form to task list with priority automation.

Benefits

4.1. Automating feedback process saves staff time and ensures every client is reached.
4.2. Automation of analytics accelerates recognition of client trends and operational gaps.
4.3. Automated alerting drives faster follow-up and service recovery actions.
4.4. Modular, multi-channel automation maximizes survey response coverage.
4.5. Automatable dashboards provide continuous, automated pulse on client satisfaction across the portfolio.