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Recipe

Recipe: NPS follow-up email writer

Automatically generate personalized follow-up emails based on NPS scores and verbatim feedback.

Overview

This recipe listens for new NPS survey responses, classifies the respondent as Promoter, Passive, or Detractor, and drafts a tailored email using the customer's own words. Promoters get a referral ask. Detractors get a genuine apology and a direct line to support.

Trigger

survey_response.createdfilter: survey_type = "NPS"

Steps

  1. Fetch the full survey response including score and free-text feedback.
  2. Classify score: 9-10 → Promoter, 7-8 → Passive, 0-6 → Detractor.
  3. Load the matching email template from your brand library.
  4. Merge customer name, feedback quotes, and personalized CTA into the template.
  5. Draft the email in your connected inbox (Gmail/Outlook) as a pending send.

Template variables

VariableSource
{{customer_name}}Survey respondent name
{{nps_score}}Raw score 0-10
{{feedback_quote}}First 140 chars of verbatim
{{segment_cta}}Dynamic per segment
Pro tip:Add a 15-minute delay step before drafting to avoid feeling robotic. Combine with the CRM lookup recipe for account owner context.