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Create follow-up task from client NPS message in channel

Automatically detect new NPS style messages posted in Slack channels and capture customer feedback details across Slack, Formatter by Zapier, Google Sheets, and ClickUp. Create and update report rows and triage tasks when new NPS message posted, numeric score present, or open feedback addedβ€”so you can log feedback, route follow-up, and assign ownership without manual follow-up.

How this automation accelerates your feedback follow-up

When new messages are posted to your Slack channel, feedback can get ignored or misfiled. This automation parses NPS messages and creates Google Sheets rows and ClickUp tasksβ€”so your team can follow up on priority feedback without chasing updates.

  1. 1.Monitor new channel messages

    Integrate Slack and customer feedback channels to watch for new posts and pass message text to parse feedback and scores.

    Slackor swap with your favorite app
  2. 2.Parse NPS score and answers

    Integrate Formatter by Zapier and text parsing tools to split message text and extract the NPS score and feedback answers.

    Formatter by Zapieror swap with your favorite app
  3. 3.Format message timestamp to date

    Integrate Formatter by Zapier and date formatting tools to convert the message timestamp into your reporting date field.

    Formatter by Zapieror swap with your favorite app
  4. 4.Create reporting spreadsheet row

    Integrate Google Sheets and reporting spreadsheets to create a new row with formatted date, score, answers, and the original excerpt.

    Google Sheetsor swap with your favorite app
  5. 5.Create CS follow-up task

    Integrate ClickUp and task management to create a new CS task, map answers into the description and custom fields, and assign it.

    ClickUpor swap with your favorite app

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Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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Set up in minutes

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  1. Step 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. 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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