Example automation
Review Request Automation
A customer follow-up workflow that supports review requests after completed work without creating fake or pressured reviews.
Problem
Satisfied customers often are not asked for feedback at the right time, and teams may not have a consistent request process.
What usually goes wrong
- Review requests are sent manually and inconsistently.
- Customers receive messages before work is complete.
- No one tracks whether a request was already sent.
What Tergion builds
- A completion-triggered review request workflow.
- Controls for timing, customer exclusions, and message review.
- Internal visibility into request status.
Example workflow
- Job or appointment is marked complete.
- Customer is checked against request criteria.
- Review request is prepared or sent based on the workflow rule.
- Team can monitor request status and exceptions.
What the business owner controls
- When review requests are sent.
- Which customers should be excluded.
- Message templates and approval rules.
Expected operational benefit
- Can support review request workflows.
- Reduces manual repetitive work.
- Creates a clearer customer feedback process.
What would be customized
- Service completion triggers.
- Review platform links.
- Customer segments and exclusion criteria.
Next step
Request a free automation review for review request workflows.