Automating Client Feedback Requests in Slack using Workflows

Posted on March 6th, 2025 by Nitanshi Gupta

Gathering client feedback is crucial for improving customer support and ensuring client satisfaction. However, manually following up after every support interaction can be time-consuming and prone to inconsistencies. Automating feedback requests using Slack Workflows streamlines the process, ensuring timely and consistent follow-ups. In this guide, we will walk you through setting up a Slack workflow to automate client feedback requests after a support interaction.

Why Automate Client Feedback Requests?

Automating client feedback requests comes with several advantages:

  • Saves Time – Reduces the manual effort required to send follow-ups.
  • Ensures Consistency – Every client receives a request in the same structured manner.
  • Improves Response Rates - Timely automated requests increase the likelihood of receiving feedback.

Step 1: Open Workflow Builder

  • In Slack, click on your workspace name in the top-left.
  • Navigate to Tools > Workflow Builder.
  • Click Create to start a new workflow.

Step 2: Trigger: Starts when someone reacts with emoji

emoji slack

STEP 3: Send a message to a channel- Send the message for filling out the feedback form.

slack feedback form

STEP 4: Collect info in a form- Collect all the feedback details in the form.

slack feedback details

STEP 5: Send a message to a channel- Send the message to the #it-support channel about the feedback.

Send message in slack

STEP 6: Send a message to a person- Conformation message to the person who submitted the form.

Sending message to a person

STEP 7: Now Publish the workflow

Final workflow should look like this:

slack final Workflow

slack-final-Workflow2

OUTPUT

Support employees react with tick emoji when the ticket is closed or the issue is resolved.

Client Feedback Requests

Message to fill out the feedback form.

feedback request

customer feedback in slack

feedback request 2

last feedback

Conclusion

Automating client feedback requests with Slack workflows improves efficiency, ensures consistency, and enhances customer satisfaction. By following this step-by-step guide, you can set up an effective, automated system for collecting valuable insights after support interactions. Implementing this workflow will not only save time for your support team but also demonstrate your commitment to continuous improvement and client satisfaction.

Start automating your finance processes today and boost productivity with Slack workflows!

For additional questions on Experience please reach out to support@astreait.com