From Data to Delight: Unleashing the Magic of Automation in Customer Communication

Natalie Choprasert

Created Jul 18, 2023

From Data to Delight: Unleashing the Magic of Automation in Customer Communication

16
    d

Google Forms

4 Steps
1

Make your Enquiry Form

Make your Enquiry Form
2

Go to Responses to view the sheets

Go to Responses to view the sheets
3

Click on View in Sheets

Click on View in Sheets
4

Add these new fields (Draft Email Response, Send Email, Email Status)

Add these new fields (Draft Email Response, Send Email, Email Status)
5

Click on Try this Zap

Click on Try this Zap
6

Click on Open step

Click on Open step
7

Click on Sign in

Click on Sign in
8

Click on Choose value…

Click on Choose value…
9

Click on Continue

Click on Continue
    d

Gardening Service Enquiry Form - Google Forms

9 Steps
10

Click on Preview

Click on Preview
11

Type "Test Name"

Type "Test Name"
12

Type "email@test.com"

Type "email@test.com"
13

Type "12312312312"

Type "12312312312"
14

Click on Pruning

Click on Pruning
15

Click on Grass Cutting

Click on Grass Cutting
16

Type "What time are you open?"

Type "What time are you open?"
17

Click on Submit

Click on Submit
18

Click on Gardening Service Enquiry Form…

Click on Gardening Service Enquiry Form…
    z

Draft Response Email from Google Form Enquiry | Zapier

19 Steps
19

Click on Test trigger

Click on Test trigger
20

Click on Continue with selected record

Click on Continue with selected record
21

Click on Sign in

Click on Sign in
22

Click Prompt

Click Prompt
23

Here's an Example Prompt

My Company:
[Company Details]

Customer's Inquiry: 

Name: [Name]

Service Request: [Company Services]

Notes: [Notes]

Your task is to answer if the Notes have questions on them or give a very short 1 sentence discussion about the [Company Service] they want to avail. Your format should be standard response email format.

Here's an Example Prompt
24

Follow the format of the prompt by selecting the correct queries

Follow the format of the prompt by selecting the correct queries
25

Click on Close

Click on Close
26

Click on Continue

Click on Continue
27

Click on Test action

Click on Test action
28

Click on Open step

Click on Open step
29

Click on Gardening Service Enquiry Form (Responses)

Click on Gardening Service Enquiry Form (Responses)
30

Click on Choose value…

Click on Choose value…
31

Click on Custom

Click on Custom
32

Click on 1. New Spreadsheet Row in Google Sheets

Click on 1. New Spreadsheet Row in Google Sheets
33

Click on Row ID 2

Click on Row ID 2
34

Click on Draft Email

Click on Draft Email
35

Click on 2. Send Prompt in OpenAI (GPT-3, DALL-E, Whisper)

Click on 2. Send Prompt in OpenAI (GPT-3, DALL-E, Whisper)
36

Click on Response

Click on Response
37

Click on Publish

Click on Publish
    d

Gardening Service Enquiry Form (Responses) - Google Sheets

1 Step
38

Click on application

Click on application

#

Setting Up to automate sending the email

0 Steps
39

Click on Send Response Email…

Click on Send Response Email…
40

Click on Try this Zap

Click on Try this Zap
41

Click on Open step

Click on Open step
42

Click on Trigger

Click on Trigger
43

Click on Choose value…

Click on Choose value…
44

Click on Trigger Column

Click on Trigger Column
45

Click on Trigger Column and select "Send Email" column

Click on Trigger Column and select "Send Email" column
46

Click on Continue

Click on Continue
47

Click on Test trigger

Click on Test trigger
48

Click on Continue with selected record

Click on Continue with selected record
49

Click on To

Click on To
50

Click on Email email@test.com

Click on Email email@test.com
51

Click on Subject

Click on Subject
52

Write your preferred Email Subject Line

Write your preferred Email Subject Line
53

Click on Body (HTML or Plain)

Click on Body (HTML or Plain)
54

Select Draft Email

Select Draft Email
55

Click on Continue

Click on Continue
56

Click on Test action

Click on Test action
57

Click on Continue

Click on Continue
58

Click on Choose value…

Click on Choose value…
59

Click on Choose value…

Click on Choose value…
60

Click on Custom

Click on Custom
61

Click on 1. New or Updated Spreadsheet Row in Google Sheets

Click on 1. New or Updated Spreadsheet Row in Google Sheets
62

Click on Row ID 2

Click on Row ID 2
63

Type in highlight

Type in highlight
64

Click on Continue

Click on Continue
65

Click on Test action

Click on Test action
66

Click on Publish

Click on Publish
Well done!
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