{"schemaVersion":"1.0","source":"The Workflow Finder","sourceUrl":"https://www.theworkflowfinder.com","license":"Free to use with attribution and a link to the cited page","generated":"2026-08-28","workflow":{"title":"Automate Review Requests and Social Proof Collection","slug":"automate-review-requests-and-social-proof","url":"https://www.theworkflowfinder.com/workflows/automate-review-requests-and-social-proof","description":"Build a system that automatically asks satisfied customers for reviews and pipes the best ones into your marketing channels without manual work.","difficulty":"Intermediate","timeEstimate":"2–3 hrs setup","schemaDuration":"PT3H","expectedResult":"An automated review request workflow integrated with your CRM, filtering responses by rating and routing positive ones to your testimonial library.","tags":["Automation","Marketing","Customer Success","CRM"]},"steps":[{"position":1,"title":"Identify Your Best Moment to Ask","instructions":"Use Claude to analyze your customer journey and identify the 2–3 moments of highest satisfaction, right after a win, after onboarding completion, after first value delivery.","input":"Workflow inputs: the topic, goal, or raw materials the user is starting from.","output":"Handoff artifact consumed by Step 2 (\"Write Segmented Review Request Emails\").","toolSlots":[{"slug":"claude","name":"Claude","url":"https://www.theworkflowfinder.com/tools/claude","category":"Writing","pricing":"freemium","capabilities":["Long-form writing","Code generation","Web research"],"hasApi":true}]},{"position":2,"title":"Write Segmented Review Request Emails","instructions":"Create separate request emails for different customer types and satisfaction levels using ChatGPT. High-NPS customers get a Google/G2 review request; lower scores get a private feedback form.","input":"Output of Step 1 (\"Identify Your Best Moment to Ask\").","output":"Handoff artifact consumed by Step 3 (\"Automate the Trigger\").","toolSlots":[{"slug":"chatgpt","name":"ChatGPT","url":"https://www.theworkflowfinder.com/tools/chatgpt","category":"Writing","pricing":"paid","capabilities":["Long-form writing","Code generation","Web research"],"hasApi":true}]},{"position":3,"title":"Automate the Trigger","instructions":"Set up the trigger in Zapier or Make: when a customer hits a milestone in your CRM or product, send the appropriate email through your email platform.","input":"Output of Step 2 (\"Write Segmented Review Request Emails\").","output":"Handoff artifact consumed by Step 4 (\"Monitor and Respond\").","toolSlots":[{"slug":"zapier","name":"Zapier","url":"https://www.theworkflowfinder.com/tools/zapier","category":"Automation","pricing":"freemium","capabilities":["Workflow automation","API integration"],"hasApi":true},{"slug":"make","name":"Make","url":"https://www.theworkflowfinder.com/tools/make","category":"Automation","pricing":"freemium","capabilities":["Workflow automation","API integration"]}]},{"position":4,"title":"Monitor and Respond","instructions":"Use Brand24 to monitor review sites and social channels for new mentions. Set up instant alerts for new reviews so you can respond within hours.","input":"Output of Step 3 (\"Automate the Trigger\").","output":"Handoff artifact consumed by Step 5 (\"Route Reviews to Your Content Pipeline\").","toolSlots":[{"slug":"brand24","name":"Brand24","url":"https://www.theworkflowfinder.com/tools/brand24","category":"Marketing","pricing":"paid","capabilities":["Social media content","Competitive analysis"]}]},{"position":5,"title":"Route Reviews to Your Content Pipeline","instructions":"When a 4-5 star review comes in, use a Zapier automation to create a new row in your testimonial Airtable and flag it for a graphic, closing the loop automatically.","input":"Output of Step 4 (\"Monitor and Respond\").","output":"Final workflow output: An automated review request workflow integrated with your CRM, filtering responses by rating and routing positive ones to your testimonial library.","toolSlots":[{"slug":"zapier","name":"Zapier","url":"https://www.theworkflowfinder.com/tools/zapier","category":"Automation","pricing":"freemium","capabilities":["Workflow automation","API integration"],"hasApi":true},{"slug":"airtable-ai","name":"Airtable AI","url":"https://www.theworkflowfinder.com/tools/airtable-ai","category":"Productivity","pricing":"freemium","capabilities":["Workflow automation","Data analysis","Document processing"],"hasApi":true}]}]}