Post-project feedback request automation

Purpose

1.1. Automate post-project feedback collection from clients after organizing projects conclude, improving service quality and client retention.
1.2. Automates the follow-up process, enabling professional organizers to gather actionable insights while saving resources.
1.3. Enables automatedly timed and standardized communications for post-service evaluation and testimonials.
1.4. Supports automated data aggregation for quality improvement and future marketing reference.

Trigger Conditions

2.1. Project status updated to “completed” in task/project tool.
2.2. Automated timer elapses (e.g., 24–48 hours after completion).
2.3. Integration receives confirmation of last invoice or sign-off.
2.4. Contact milestone achieved, such as offboarding or final checklist completed.
2.5. Manual override to trigger automator from dashboard or app.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use "Messages API" to send automated feedback requests via text; configure with client’s phone and project close event.
3.2. SendGrid
• Feature/Setting: Use "Mail Send API" to automate branded feedback email templates once project marked done.
3.3. Slack
• Feature/Setting: "Incoming Webhooks" configured to automate team alerts on project closure and feedback link posting.
3.4. Gmail
• Feature/Setting: Automate feedback request emails using "Gmail API" with client list and template variables.
3.5. Outlook 365
• Feature/Setting: Automate feedback form dispatch with "Actionable Messages" API for in-mail response collection.
3.6. Google Forms
• Feature/Setting: Automating unique form links using "Google Forms API," triggered and attached to project close events.
3.7. Typeform
• Feature/Setting: "Responses API" to automate personalized feedback requests; send links to clients post-project.
3.8. HubSpot
• Feature/Setting: "Workflows" automate feedback survey sends upon deal stage update to “completed.”
3.9. Salesforce
• Feature/Setting: Automate feedback popups or emails using "Flow Builder" triggered at milestone completion.
3.10. Zoho CRM
• Feature/Setting: Configure "Workflow Rules" for automating email or SMS requests on project status update.
3.11. Monday.com
• Feature/Setting: "Automations" feature triggers message or form send based on item status.
3.12. Asana
• Feature/Setting: "Rules" automate external feedback requests via integration upon task/project completion.
3.13. Trello
• Feature/Setting: Use "Butler Power-Up" to automate email or webhook fires for feedback.
3.14. Notion
• Feature/Setting: Automate reminders and feedback embedded forms using API hooks or integrations with status property.
3.15. Airtable
• Feature/Setting: "Automations" trigger customized emails using feedback templates tied to a record change.
3.16. ClickUp
• Feature/Setting: "Automations" initiate feedback processes triggered by task or project close.
3.17. Mailchimp
• Feature/Setting: Automate broadcast or targeted feedback campaign using “Customer Journey” triggers.
3.18. Intercom
• Feature/Setting: Send automated in-app or email prompts for feedback with Behavioral Triggers.
3.19. SurveyMonkey
• Feature/Setting: Automate survey links using "SurveyMonkey API," dispatch upon project closure.
3.20. Pipedrive
• Feature/Setting: Automate personalized feedback outreach using “Workflow Automation” after deal is won/closed.

Benefits

4.1. Automated and timely feedback path increases response rate and actionable insights.
4.2. Automatedly aggregates data for continuous improvement and enhanced customer experience.
4.3. Automates manual follow-ups and reduces administrative workload.
4.4. Supports automatable workflows for client re-engagement and online reviews.
4.5. Promotes automation-driven professionalism in the project cycle.