1.Runs daily schedule at 10:00 AM
Integrate Schedule by Zapier and workflow scheduling tools to start each daily outreach run at 10:00 AM.
Send two-month client satisfaction survey to kickoff clients
Automatically monitor the scheduled two-month survey run across Google Sheets, Code by Zapier, Filter by Zapier, and Gmail. Create and update when scheduled day opens, milestone date matches today, or eligible roster entries loadβso you can send survey emails, dedupe eligible contacts, and log send timestamps without manual tracking.
How this automation sends CSAT surveys reliably
When the two-month mark arrives, delayed outreach can reduce feedback quality and slow follow-up. This automation reads tracking data, selects eligible recipients, sends satisfaction surveys, and logs each sendβso your team can follow up on responses the same day.
Schedule by Zapieror swap with your favorite app
2.Reads client tracking and meeting roster
Integrate Google Sheets and spreadsheet tracking tools to retrieve send-tracking and meeting roster rows for processing.
Google Sheetsor swap with your favorite app
3.Runs dedupe and milestone matching
Integrate Code by Zapier and data transformation tools to dedupe emails and build the canonical send payload.
Code by Zapieror swap with your favorite app
4.Filters qualifying send records
Integrate Filter by Zapier and data validation tools to ensure an email exists and skip cancelled or paused accounts.
Filter by Zapieror swap with your favorite app
5.Sends satisfaction survey email
Integrate Gmail and email template tools to send the satisfaction survey and map To and CC automatically.
Gmailor swap with your favorite app
6.Updates send tracking timestamp
Integrate Google Sheets and spreadsheet logging tools to update or append the tracking row with the send date and time.
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Explore all CSAT & NPS survey management automations
Improve customer feedback workflows with automated survey sends, response alerts, and score tracking
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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