1.Monitor daily schedule run
Integrate Schedule by Zapier and scheduling systems to start the daily batch run for processing feedback candidates.
Send feedback requests to coaches and update records
Automatically monitor the daily 10:30 AM schedule across Google Sheets and Brevo. Create feedback requests by sending coach emails and updating client records with next reminder datesβso you can protect follow-up workflows without manual chasing.
How this automation accelerates your coach feedback cycle
When the daily 10:30 AM schedule runs, feedback requests can stall and follow-up dates get missed. This automation gets candidate clients, sends coach transactional emails and updates the client sheet with feedback status and reminder timingβso your team can keep cadence automatically.
Schedule by Zapieror swap with your favorite app
2.Gets rows for processing
Integrate Google Sheets and spreadsheet workflows to retrieve many rows for filtering and mapping into client objects.
Google Sheetsor swap with your favorite app
3.Filters feedback candidates
Integrate Code by Zapier and data processing tools to filter rows for the feedback status and flatten coach recipients.
Code by Zapieror swap with your favorite app
4.Iterates each client object
Integrate Looping by Zapier and workflow variables to iterate clients and prepare fields for lookups and messaging.
Looping by Zapieror swap with your favorite app
5.Looks up client or contact
Integrate Zapier Tables and contact lookup tools to find the client record and use an email when present.
Zapier Tablesor swap with your favorite app
6.Sends transactional feedback email
Integrate Brevo, transactional email templates, and webhooks tools to send the feedback request and update sheet status and reminders.
Brevoor swap with your favorite app
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Improve customer feedback flow with automated intake routing, owner assignment, and response alerts
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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