Automate Customer Feedback Review with Pabbly Connect and AI

Learn how to automate customer feedback review using Pabbly Connect, Slack, and AI. Follow this step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate customer feedback reviews, first access Pabbly Connect by visiting www.Pabbly.com/connect. Here, you will find options to either sign up for a free account or sign in if you are an existing user.

After signing in, navigate to the Pabbly Connect dashboard. You can create workflows that integrate various applications, which is essential for our automation process. Follow these steps to get started:

• Visit www.Pabbly.com/connect
• Click on ‘Sign Up Free’ or ‘Sign In’
• Access Pabbly Connect from the apps window

By following these steps, you can easily set up your account and get ready to create an automation workflow using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once you’re in the Pabbly Connect dashboard, you need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. Choose the beta version for a modern, faster experience.

When prompted, name your workflow ‘Save Time Automate Customer Feedback Review with AI’. Select a folder to organize your workflow. You can create multiple folders as needed. After naming your workflow, click on the ‘Create’ button to proceed.

• Click on ‘Create Workflow’
• Name your workflow appropriately
• Select or create a folder for organization

Now that your workflow is created, you can set up triggers and actions to automate the feedback review process using Pabbly Connect.

3. Setting Up the Trigger in Pabbly Connect

To start the automation, you need to set up a trigger. Click on the ‘Add Trigger’ button and select JotForm as your application since you will receive customer feedback through it. Choose the event as ‘New Response’.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL and head to your JotForm account. In your JotForm settings, navigate to Integrations and select Webhooks. Paste the copied URL into the webhook field and complete the integration.

Select JotForm as the trigger application Choose ‘New Response’ as the event Copy the webhook URL and integrate it into JotForm

By completing these steps, you have successfully set up the trigger that will initiate the automation process whenever new customer feedback is received.

4. Generating Feedback Review with AI

With the trigger configured, the next step involves generating a review using AI. Click on ‘Add Action’ and select OpenAI as your application. Choose the event ‘Start GPT’ to enable the AI to generate a review based on the feedback received.

To connect to OpenAI, you will need an API key. Follow the prompts to create a new secret key in your OpenAI account. Once you have the key, paste it into Pabbly Connect. Next, you can set the AI model to use and provide a prompt for generating the review, mapping the necessary fields from the trigger step.

Select OpenAI as the action application Enter your API key to authenticate Map the fields from the feedback to generate a review

After completing these steps, you will have configured the AI to generate a review based on the customer feedback, which will be sent to your Slack channel.

5. Sending the Generated Review to Slack

Finally, to share the generated review with your team, add another action step and select Slack as your application. Choose the event ‘Send Channel Message’ to post the review directly to your team’s Slack channel.

Authenticate your Slack account within Pabbly Connect by selecting the user or bot token type. Once connected, specify the channel ID where the message should be sent and map the content generated by OpenAI as the message. Click on ‘Save and Send’ to complete the integration.

Select Slack as the action application Authenticate using user or bot token Map the generated review to the message field

By completing this step, you have successfully automated the process of sending customer feedback reviews to your team’s Slack channel using Pabbly Connect.

Conclusion

This tutorial demonstrated how to automate customer feedback reviews using Pabbly Connect, Slack, and AI. By following these steps, you can streamline your feedback process, enhance team communication, and save time effectively.