Analyze NPS survey responses with AI and send notifications via Gmail when they’re submitted through a form
Analyze NPS survey responses with AI and send notifications via Gmail when they’re submitted through a form
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Gmail
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■Overview
Have you conducted an NPS survey but found it time-consuming to compile and analyze responses and notify stakeholders? Analyzing open-ended comments—not just scores—is especially labor-intensive when done manually and can delay follow-up. With this workflow, when an NPS survey response is submitted through a form, AI automatically analyzes the score and comments and sends the results via Gmail, helping you streamline these tasks.
■Recommended for
- Marketing professionals looking to streamline NPS survey aggregation, analysis, and notification processes
- Anyone who wants to use AI to gain deeper insights into customer feedback and improve their service
- Anyone who regularly uses forms and Gmail and wants to eliminate inefficient manual processes
■Benefits of this template
- Automate the entire process—from submitting a form response to AI analysis and Gmail notifications—to reduce time spent on manual work and share information more quickly.
- Reduce the risk of human error, such as mistakes when manually tallying scores, overlooking comments, or missing notifications, and support more accurate customer analysis.
■Workflow
- First, connect Gmail to Yoom.
- Next, set up the form trigger to detect when an NPS survey response is submitted through the specified form.
- Then, use an AI operation to configure the “Generate text” action and analyze the received score and comments.
- Finally, configure Gmail’s “Send an email” action to notify the specified recipients of the AI-generated analysis.
※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Customization options
- In the form trigger, configure the fields you want to collect in the NPS survey, such as scores and comments.
- Customize the prompt used to generate text with the AI feature to suit your needs, including the analysis criteria and output format. You can also incorporate standard text and information retrieved from the form as variables.
- When configuring Gmail’s “Send an email” action, you can use information retrieved in previous steps—such as the AI analysis results and form responses—as variables in the subject and body, or insert fixed text. You can also specify the notification recipients’ email addresses.
■Notes
- Connect Gmail to Yoom.
- The form feature is available on the Mini plan and above. On the Free and Personal plans, operations and Data Connects in configured Flowbots will result in errors. Please keep this in mind.
- Paid plans, including the Personal, Mini, Team, and Success plans, offer a two-week free trial. During the free trial, you can use apps that are otherwise subject to plan restrictions.
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About the apps you use
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
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Flowbot triggers
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