Training feedback automation with Usertask and Airtable
Who is this template for? This workflow template is designed for teams involved in training management and feedback analysis. It is particularly useful for: HR Departments: Automating the collection and response to training feedback. Training Managers: Streamlining the process of handling feedback and ensuring timely follow-up. Corporate Trainers: Receiving direct feedback and taking actions to improve training sessions. This workflow offers a comprehensive solution for automating feedback management, ensuring timely responses, and improving the quality of training programs. --- How it works This workflow operates with an Airtable trigger but can be easily adapted to work with other triggers like webhooks from external applications. Once feedback data is captured, the workflow evaluates the feedback and directs it to the appropriate channel for action. Tasks are created in Usertask based on the feedback rating, and notifications are sent to relevant parties. Here’s a brief overview of this n8n workflow template: Airtable Trigger: Captures new or updated feedback entries from Airtable. Switch Node: Evaluates the feedback rating and directs the workflow based on the rating. Webhook: Retrieves the result of a Usertask task. Task Creation: Creates tasks in Usertask for poor feedback. Creates follow-up tasks for fair to good feedback. Documents positive feedback and posts recognition on LinkedIn for very good to excellent ratings. Notifications: Sends email notifications to responsible parties for urgent actions. Sends congratulatory emails and posts on LinkedIn for positive feedback. --- To summarize Flexible Integration: This workflow can be triggered by various methods like Airtable updates or webhooks from other applications. Automated Task Management: It creates tasks in Usertask based on feedback ratings to ensure timely follow-up. Multichannel Notifications: Sends notifications via email and LinkedIn to keep stakeholders informed and recognize successes. Comprehensive Feedback Handling: Automates the evaluation and response to training feedback, improving efficiency and response time. --- Instructions: Set Up Airtable: Create a table in Airtable to capture training feedback. Configure n8n: Set up the Airtable trigger in n8n to capture new or updated feedback entries. Set Up Usertask: Configure the Usertask nodes in n8n to create and manage tasks based on feedback ratings. Configure Email and LinkedIn Nodes: Set up the email and LinkedIn nodes to send notifications and post updates. Test the Workflow: Run tests to ensure the workflow captures feedback, creates tasks, and sends notifications correctly. --- Video : https://youtu.be/U14MhTcpqeY Remember, this template was created in n8n v1.38.2.
By NonoCodeClient onboarding automation: Tally Forms to Google Drive, Notion & Slack
📝 Automation: Instantly Onboard New Clients from Tally Form to Notion, Google Drive & Slack This automation streamlines the client onboarding process by integrating Tally, Notion, Google Drive, and Slack. When a potential client submits a Tally form, the automation is triggered via a webhook, automatically handling all onboarding steps without manual intervention. ⚙️ How It Works – Step-by-Step Form Submission Triggered A new Tally form submission is received via a webhook. Client Data Extraction The automation extracts essential client details from the form, including: -Name -Email -Project Type -Budget Google Drive Folder Creation A dedicated Google Drive folder is generated using the client’s name and project type for storing onboarding assets. Notion Database Entry Creation A new item is added to a specified Notion database, storing: Client information Project scope Folder link Slack Team Notification A Slack message is sent to your designated team channel containing all onboarding details, ensuring the team is informed instantly. ✅ Pre-Conditions / Requirements A published Tally form collecting client data. A connected Google Drive account with folder creation permissions. An existing Notion database with columns for name, email, budget, etc. A Slack workspace with an active bot/token integrated with the automation tool. 🛠️ Notion Database Structure Your Notion database should include at least the following fields: -Name (Text) -Email (Email) -Project Type (Select) -Budget (Select) -Onboarding Folder Link (URL) 🧩 Customization Guidance You can modify the Google Drive folder naming convention to include a timestamp or custom ID. Adjust Slack message formatting to include project-specific tags or mention specific team members. Extend the Notion entry to include more fields like project deadline or contact notes.
By Muhammad Ahmad