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Create follow-up records for low CSAT responses in tracker

Create follow-up records for low CSAT responses in tracker

You log CSAT responses in a spreadsheet and low scores need manual copying into a follow-up sheet, which delays outreach. This creates follow-up rows so coordinators can contact customers same day.

Create follow-up records for low CSAT responses in tracker

Overview

Manual copying of low CSAT entries creates triage delays and inconsistent outreach. This flow turns qualifying spreadsheet submissions into follow-up rows so coordinators can act the same day and reduce response lag.

Create follow-up records for low CSAT responses in tracker