1.Detects placement record creation
Integrate Recruiterflow and placement workflow data to detect when a new placement record is created for NPS outreach.
Send post-placement NPS survey and reminders to clients
Automatically monitor placement record creation in Recruiterflow and Airtable for CSAT and NPS survey readiness. Get instant alerts when surveys stay incomplete, so you can send initial requests, schedule reminders, and surface overdue responses without manual follow-up.
How this automation accelerates client NPS follow-up
When placement records are created but survey follow-up is inconsistent, responses get delayed and insights arrive late. This automation finds or creates Airtable survey records, sends NPS requests and reminders, and posts overdue alertsβso your client success team can act fast.
Recruiterflowor swap with your favorite app
2.Finds or creates survey record
Integrate Airtable and contact field mapping to find or create a survey record and store contact and placement references.
Airtableor swap with your favorite app
3.Calculates recency for outreach timing
Integrate AI by Zapier and date logic to calculate recency so outreach only triggers when the latest NPS window is due.
AI by Zapieror swap with your favorite app
4.Sends initial NPS survey email
Integrate Gmail and email personalization to send the initial NPS request and include the survey link from Airtable.
Gmailor swap with your favorite app
5.Waits for reminder interval
Integrate Delay by Zapier and scheduling to pause the workflow for the configured reminder interval before re-checking status.
Delay by Zapieror swap with your favorite app
6.Posts follow-up alert for incomplete surveys
Integrate Slack and team notifications to post follow-up alerts with survey details when responses remain incomplete.
Slackor swap with your favorite app
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Improve customer feedback workflows with automated survey sends, response alerts, and score tracking
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