Happy customers will leave a glowing review, but only if you ask at the right moment. This automation sends a testimonial request after a key milestone, captures the response from your website form, and organizes everything into a library you can pull from for your homepage, ads, or sales deck.
What's Included
- Smart timing: a request link goes out automatically after a purchase, onboarding, or project completion.
- Response capture: every testimonial lands as a card with the quote, name, and permission status.
- AI Agent: ask "which testimonials mention our support team?" and get matching quotes instantly.
- Publish-ready library: approved quotes are sorted and tagged so marketing can grab them in seconds.
How To Use
- Clone this automation into your workspace.
- Connect your testimonial form and set the trigger milestone.
- Customize the request message.
- Enable the toggle so requests and collection run on their own.
Find more marketing systems in the Community Gallery or see how AI agents organize content.