Collect client reviews and summarize them to chat automatically

After a won deal the scenario writes the client an email asking for a review, then briefly relays the reply to your team in chat.

  • The client email writes itself
  • Sent for every won deal
  • The AI parses and summarizes the reply
  • A summary straight to team chat
Gmail
Set it up for yourselfScriptera

How it works

Automating stepik and HighLevel takes no code: a ready-made scenario does the routine for you.

  1. Starts when: When clicking ‘Execute workflow’
  2. Then: Fetch All Won Deals from HighLevel
  3. Check: Validate Deal Fetch Success
  4. If yes: Generate Personalized Review Request Email (AI)
  5. Then: Send Review Request Email to Client
  6. Then: Wait for 24 Hours Before Next Action
  7. Then: Retrieve Email Thread for Response
  8. Then: Summarize Client Feedback (AI)
  9. Then: Announce Review Summary in Slack
  10. If no: Log Errors in Google Sheets
  11. Then: Configure GPT-4o Model
  12. Then: Configure GPT-4o Model1

You can launch this stepik + HighLevel integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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