Examples & Recipes

These automation recipes show how to combine triggers, first actions, main actions, and final behavior.

1. Win-Back Discount#

Goal: Keep price-sensitive customers engaged by offering an incentive when they object to pricing.

Setup:

• Trigger: Pricing too expensive
• First Action:
  • Ask for email
  • Send Slack notification
• Then Action: Offer discount code
  • Discount code: SAVE20
  • Context message: "Here's 20% off any plan, valid for 7 days."
• Finally: Continue conversation

Why it works: You ask for a follow-up email, alert your team, give the respondent a reason to stay, and still finish the interview.

2. Escalate Angry Customers#

Goal: Get a human involved before an angry customer churns.

Setup:

• Trigger: Angry / churn risk
• First Action:
  • Ask for email
  • Send Slack notification
• Then Action: Invite to book meeting
  • Booking URL: https://calendly.com/yourteam/urgent-support
  • Context message: "Let's get you sorted out. Book a quick call with our team."
• Finally: End conversation

Why it works: Your team gets an instant Slack alert with the relevant quote, and the respondent gets a direct path to a human.

3. Capture Hot Leads#

Goal: Move quickly when someone shows buying intent.

Setup:

• Trigger: Urgent buying intent
• First Action:
  • Ask for email
  • Send Slack notification
• Then Action: Redirect to URL
  • Target URL: https://yourproduct.com/signup
  • Context message: "Get started in less than 2 minutes."
• Finally: End conversation

Why it works: The respondent gets a direct next step while your team receives the context needed to follow up.

4. Route Feature Requests#

Goal: Send product feedback to your team and point respondents to the right place.

Setup:

• Trigger: Feature missing
• First Action:
  • Send Slack notification
• Then Action: Redirect to URL
  • Target URL: https://yourproduct.com/roadmap
  • Context message: "You can see what we're considering next here."
• Finally: Continue conversation

Why it works: Your product team gets the exact quote in Slack, and the respondent can continue the interview after seeing the roadmap or feedback page.

5. Reward Your Fans#

Goal: Convert delighted customers into public advocates.

Setup:

• Trigger: Delighted fan
• First Action:
  • Send Slack notification optional
• Then Action: Redirect to URL
  • Target URL: https://www.g2.com/products/yourproduct/reviews/start
  • Context message: "Help others discover us by sharing your experience."
• Finally: End conversation

Why it works: Happy customers get a direct path to leave a review while their positive feedback is still fresh.

Notes on Email#

The automation email step is conversational. If you need a reliable required email in every interview, add a required email question in the Questions tab.

Mixing and Matching#

• Remove the email first action if you already have contact details.
• Remove Slack notifications if you do not need real-time awareness.
• Change End conversation to Continue conversation if you still want more answers.
• Swap redirect URLs, booking links, or discount codes to fit your workflow.

Testing Your Automations#

Before sharing an interview publicly:

1. Create or open a test project.
2. Answer in a way that should trigger the automation.
3. Confirm the action card appears.
4. Check that Slack notifications arrive if enabled.
5. Test booking, redirect, and discount details.
6. Confirm the end or continue behavior works as expected.

Need More Help?#

• Triggers: Full list of available triggers
• Actions: Complete action configuration guide
• Overview: How automations work