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About This Automation
Requesting reviews and monitoring reputation across multiple platforms consumes significant time when done manually. Staff must log into each platform separately, compose responses individually, and track everything in spreadsheets.
Automation sends review requests automatically after job completion, monitors all platforms from one dashboard, and generates professional responses that maintain brand consistency. Negative reviews are flagged for owner approval while positive ones post immediately.
Key features:
Send review requests automatically when jobs are marked complete
Monitor all review platforms from a single centralized dashboard
Generate professional, on-brand responses to reviews instantly
Flag negative reviews for owner approval before posting
Sync review data automatically to your CRM and tracking system
Hidden Overhead™Context switching between platforms, inconsistent messaging, and delayed.
7.1/ 10
How The Automation Works
The full workflow, from trigger to completion.
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1. Job Marked Completetrigger
Workflow detects a job status change to complete and pulls the customer name, email, and job details.
2. Send Review Request Email
Automation sends a templated review request email with pre-filled links to Google, Yelp, and, personalized with the customer name and job type.
3. Log Request
Automation records the review request date and status in the customer record, so the team knows who has been asked.
4. New Review Postedtrigger
Workflow monitors, Yelp, and for new reviews and triggers when one is detected.
5. Notify Team
Automation sends a message to the marketing channel with the review text, rating, platform, and customer name, flagging negative reviews for immediate attention.
6. AI Review Response
The automation reads the review and generates a professional, on-brand response. For negative reviews, it flags the response for owner approval before posting.
7. Post Response to Platform
Automation posts the approved response to the review platform (Google, Yelp, or ) and logs the action.
Everything you need to know before mapping this process.
The automation sends requests automatically when jobs are marked complete in your scheduling system. You can set rules to exclude certain job types or customers if needed.