Build a Customer Testimonial Collection System

Set up a repeatable process for requesting, formatting, and publishing customer testimonials, so your social proof library grows automatically.

Download workflow config (JSON)

How the data moves

This is a handoff plan, not an automatic integration. Review outputs before the next step. Unlabeled arrows show order, not a verified data format. Use the capability links to explore tool substitutions.

Step 1
Write the Request Sequence
Use ChatGPT to write a 2-email testimonial request sequence: a trigger email sent 14 days after purchase and a follow-up 7 days later. Keep it specific and low-friction.
Tools
- ChatGPT
Step 2
Set Up Automated Triggers
Connect your CRM or e-commerce platform to Zapier or Make. Set the trigger: 14 days after a purchase or project completion, send the first testimonial request email.
Tools
- Zapier
  - Workflow automation
  - API integration
- Make
  - Workflow automation
  - API integration
Step 3
Collect and Organize Responses
Route responses into an Airtable AI base with fields for customer name, company, quote, star rating, and usage rights confirmation. Airtable AI can flag the strongest quotes automatically.
Tools
- Airtable AI
Step 4
Design Quote Graphics
Use Canva AI to create a branded testimonial graphic template. For each strong quote, generate a designed graphic in under 5 minutes using the template.
Tools
- Canva AI
Step 5
Schedule for Social
Queue the finished testimonial graphics into Buffer or Hootsuite AI on a rotating schedule, one testimonial post per week across your channels.
Tools
- Buffer
  - Social media content
- Hootsuite AI
  - Social media content