Turn customer feedback into AI reports and team alerts automatically

New feedback gets analyzed by AI, turned into a branded PDF report, and emailed to the customer with a Slack alert to your team.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"new feedback submitted"]:::trig s0["analyze feedback sentiment with ai"]:::task s1["generate branded pdf report"]:::task trig --> s0 s0 --> s1 gx{"+ who receives the results"}:::gate s1 --> gx p00["send thank-you email"]:::task gx -->|"notify customer"| p00 p10["log to sheet"]:::task gx -->|"record the feedback"| p10 p20["slack alert"]:::task gx -->|"notify team"| p20 p00 --> out p10 --> out p20 --> out out[/"pdf report customer email and team alert"/]:::out pay{{"fast consistent follow-up on every submission"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepEvery pathResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Email AutomationMessaging & NotificationsDocument Processing & OCRSpreadsheet & Database OpsReporting & AnalyticsAPI & Webhook IntegrationSurvey & Feedback
Connects
OpenAIGmailGoogle SheetsSlack

The problem it solves

Every piece of customer feedback deserves a thoughtful response and a look at what it means for your business, but reading, summarizing, and following up on each one by hand doesn't scale as volume grows.

Who it fits

Customer support, product, and success teams who collect feedback regularly and want consistent, fast follow-up.

How it works

  1. Triggers when a new feedback submission comes in
  2. Uses AI to analyze sentiment and pull out key insights
  3. Generates a professional branded PDF report of the findings
  4. Sends a personalized thank-you email to the customer
  5. Logs the feedback to Google Sheets and alerts your team on Slack
What you get

Sentiment and insights pulled from every piece of feedback

Every piece of feedback turns into a polished report and a prompt reply, with your team alerted right away.

What you get

A branded PDF feedback report, a personalized customer email, a logged record in Google Sheets, and a team Slack alert.

What you need

An OpenAI account, a Gmail account, a Google Sheets account, and a Slack account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Automatically review and route legal policy submissions

AI reviews submitted policies, checks compliance, and routes approvals to Slack, Gmail, and Google Sheets automatically.

Advanced

Pull key data out of PDF reports and invoices automatically

Reads incoming PDFs, pulls out names, dates, and financial details, then files or flags them for you.

Advanced

Automate sustainability reporting across teams and data sources

Pulls sustainability data from multiple sources, scores it, routes approvals, and sends stakeholder reports.

Advanced

Automate property inspections, checklists, and issue reports

Generates inspection checklists, collects photos and notes, flags urgent issues, and reports results automatically.

Advanced
Back to the AI Playbook