Send NPS surveys and organize responses automatically

Sends a survey the moment a deal closes, then sorts and stores every customer response for you.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"deal marked completed"]:::trig s0["send survey email"]:::svc s1["capture customer response"]:::task s2["categorize response"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"+ where results go"}:::gate s2 --> gx p00["save categorized response"]:::task gx -->|"store in notion"| p00 p10["send slack notification"]:::task gx -->|"alert team"| p10 p00 --> out p10 --> out out[/"feedback stored and team alerted"/]:::out pay{{"customer feedback never falls through cracks"}}:::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 stepAn outside serviceEvery pathResultPayoff
Build size
Advanced

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

Business functions
Knowledge Base & RAGEmail AutomationSurvey & Feedback
Connects
GoHighLevelGmailNotionSlack
Featured in

The problem it solves

Sending out satisfaction surveys after every completed deal and then tracking down the responses is easy to let slip. Without a system, customer feedback ends up scattered across emails and never gets acted on.

Who it fits

Customer success teams, SaaS businesses, and agencies who want to track customer satisfaction without manual follow-up.

How it works

  1. A deal moves to Completed in your CRM
  2. A survey email goes out to the customer automatically
  3. The customer's response is captured and categorized as a promoter, passive, or detractor
  4. The response is saved in Notion for tracking
  5. Your team gets a Slack alert for quick visibility
What you get

A clear read on who loves your service

Every closed deal triggers a quick satisfaction survey, and each response gets sorted and stored for your team to see.

What you get

A categorized customer satisfaction score saved in Notion, with your team alerted in Slack.

What you need

A GoHighLevel account, a Gmail account, a Notion account, and optionally Slack.

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

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