1.Catch labeled feedback email
Integrate Gmail, email parsing tools, and extraction transforms to capture the labeled merchant feedback email and trigger the automation.
Add merchant feedback records from labeled merchant emails
Automatically monitor new labeled merchant feedback emails across Gmail, Formatter by Zapier, ChatGPT (OpenAI), and Lark. Create and update when labeled inquiry arrives, merchant contact email extracts, or language flags non-primaryβso you can summarize intent, assign the right BD owner, and log tracking records without manual follow-up.
How this automation accelerates merchant feedback follow-up
When labeled merchant feedback emails arrive, delays can slow categorization and routing. This automation parses merchant details and classifies intent and language, then assigns the right BD owner and creates tracking recordsβso your team can follow up faster.
Gmailor swap with your favorite app
2.Extract merchant details
Integrate Formatter by Zapier and text parsing tools to extract merchant identifier, merchant name, contact email, and received date.
Formatter by Zapieror swap with your favorite app
3.Summarize and classify intent
Integrate ChatGPT (OpenAI) and AI categorization tools to generate a short summary and sub-category for the feedback.
ChatGPT (OpenAI)or swap with your favorite app
4.Find the responsible BD owner
Integrate Lark and owner lookup tools to search by contact email and map the responsible BD owner to the Owner field.
Larkor swap with your favorite app
5.Create the tracking record
Integrate Lark and tracking tables to create a new record with merchant info, summary, language, and the mapped owner.
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Accelerate feedback triage with automated categorization, owner assignment, and backlog routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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