1.Monitors updated record in Airtable
Integrate Airtable to detect updated report rows for NPS outreach and trigger downstream delivery steps.
Send report draft and request NPS from client
Automatically monitor Airtable record updates across Customer experience management. Create and update when a report row is eligible to sendβso you can draft emails, mark delivery status, and prompt NPS feedback without manual reporting.
How this automation accelerates your NPS outreach
When Airtable updated records include eligible report rows, delays can stall NPS collection and skew insights. This automation drafts client-ready email messages and updates Airtable delivery flags and optional owner notificationsβso your team can request NPS faster.
Airtableor swap with your favorite app
2.Delays for 2 minutes
Integrate Delay by Zapier to wait 2 minutes so report URLs and presentation links finish populating.
Delay by Zapieror swap with your favorite app
3.Filters eligible delivery records
Integrate Filter by Zapier to continue only when a customer email exists and the email sent flag is empty.
Filter by Zapieror swap with your favorite app
4.Creates draft email with links
Integrate Microsoft Outlook to create a draft that maps recipients and inserts report download links and NPS survey links.
Microsoft Outlookor swap with your favorite app
5.Updates record delivery status
Integrate Airtable to find the matching record by task ID and update the email sent flag and draft note.
6.Notifies project owner draft is ready
Integrate Microsoft Outlook to send an internal notification to the project owner that the client draft is ready.
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Improve customer feedback workflows with automated survey sends, response alerts, and score tracking
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