Quick overview
This workflow runs daily to read completed projects from Google Sheets, sends personalized Google review request emails via Gmail to clients who finished 2+ days ago, and then updates the sheet to mark each project as review-requested so clients are not contacted twice.
How it works
- Runs every day at 11:00 on a schedule.
- Loads your business details (name, owner name, Google review link, and email signature) and reads all rows from the Projects sheet in Google Sheets.
- Filters for projects with status set to Completed, a completed_on date at least two days old, a blank review_requested field, and valid project_id and client_email values.
- Builds a personalized thank-you email that includes your Google review link for each eligible project.
- Sends the review request email to each client using Gmail.
- Updates the matching rows in Google Sheets (by project_id) to set review_requested to today’s date.
Setup
- Connect Google Sheets credentials and set the Google Sheet URL/document ID in both the read and update Google Sheets steps.
- Connect Gmail credentials for the account you want to send review requests from.
- Create a Projects tab in your Google Sheet with these headers: project_id, client_name, client_email, project, status, completed_on, review_requested, and ensure completed_on uses YYYY-MM-DD dates.
- Update the Settings values with your business name, owner name, Google review link, and email signature text.
- Review the schedule time (11:00) and adjust the 2-day delay logic if needed before activating the workflow.