Customer review request workflow
Automatically ask happy customers for a review after a service or order is completed.
This is a planning recipe. Check platform-specific steps before going live.
Who this workflow is for
Local business / e-commerce owner — especially Service business or Shopify store.
What this workflow automates
Turn satisfied customers into public reviews on autopilot, while keeping a human eye on edge cases.
Tools required
Supported platforms
Visual workflow
Step-by-step setup
- 1Order marked fulfilled · Shopify
Fires when an order moves to fulfilled status (or use a row added in Google Sheets for service businesses).
- • Connect Shopify (or Google Sheets)
- • Pick the fulfilled-order trigger
- • Test with a recent order
- 2Wait 3 days · Scheduler
Give the customer time to receive and use the product/service.
- • Add a delay/wait module
- • Set 3 days
- • Confirm timezone
- 3Skip refunds and complaints · Filter
Only continue if the order is not refunded and there are no open support tickets.
- • Filter: order_status != refunded
- • Filter: support_ticket_open = false
- 4Send review request email · Gmail
Send a short personal email with a single CTA button to your Google review page.
- • Use a friendly template
- • Personalize first name and product
- • Include one clear review link
- 5Log the request · Google Sheets
Track who was asked so you do not double-message them.
- • Append row: name, email, order_id, sent_at
- • Add a status column
- 6Review request sent
Customer receives a calm, branded review request.
Want this adapted to your business?
Copy this recipe to your dashboard and tweak it with the AI assistant.
Human approval recommended
- Review your email template once a quarter and update the tone.
- Spot-check filter logic monthly so unhappy customers are not asked.
Testing checklist
- Place a test order and mark it fulfilled.
- Confirm the 3-day delay fires (or temporarily set 5 minutes for testing).
- Check the email lands in inbox (not spam).
- Confirm the row is appended to Google Sheets.
Error handling
- If Gmail rate-limits, queue and retry after 10 minutes.
- If Sheets is unavailable, retry up to 3 times then send a Slack alert.
Common mistakes to avoid
- Sending review requests to refunded customers.
- Forgetting timezone differences when scheduling.
- Using a long, generic email instead of a short personal one.
Frequently asked questions
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