Customer Testimonial Collection and Publishing
A done-for-you everyday business automation built for the Community Manager, connecting Jotform and Airtable so the work below happens on its own.
What this automation does, step by step
After a customer hits a positive milestone, a five-star support rating, a completed project, or a strong NPS score, Zapier automatically sends a testimonial request through Typeform, asking for a short written quote and, optionally, a quick video upload.
Approved submissions route into an Airtable library tagged by industry, use case, and product line, so the content marketing team can pull the right testimonial for a landing page or sales deck in seconds instead of hunting through old emails.
With the customer's permission captured directly in the form, testimonials automatically publish to the website's reviews section and get queued into Buffer for a social media spotlight post built in Canva.
A quarterly report shows how many testimonials were collected, published, and reused.
Businesses running this workflow build a steadily growing library of fresh social proof instead of relying on the same five quotes from three years ago.
- Typeform or Jotform
- Zapier
- Airtable
- Buffer
- Canva
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual version of this puts the entire workload on a community manager, who has to juggle phone calls, emails, and spreadsheets just to keep things moving.
With this automation
- Review requests timed to the moment the job is done
- Instant manager alerts when a customer reports a problem
- Alerts when a new review needs a response
- Survey and NPS results that reach the people who can act
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