Automations · for agencies · Updated July 2026

Automate client reviews and feedback for your agency

The short answer

Review collection can be timed and routed automatically: ask at the right moment, send happy clients to your public profiles, and quietly flag unhappy ones to you first, so your rating climbs and nothing blows up in public.

By hand vs automated

By hand

Agencies forget to ask for reviews, ask at the wrong time, or ask everyone the same way, so the public rating never reflects the actual quality of the work.

Hours, every week
With AOC
  • Trigger the ask
  • Gauge sentiment
  • Happy to public
  • Unhappy to you
  • Trend dashboard
Runs itself

How the automation works

01Trigger the ask
02Gauge sentiment
03Happy to public
04Unhappy to you
05Trend dashboard
  1. 01A trigger (project milestone, positive NPS, renewal) starts the ask at the right moment.
  2. 02A short survey gauges sentiment first.
  3. 03Happy clients are routed straight to your Google / Clutch / G2 review link.
  4. 04Unhappy clients are routed privately to you with an alert, so you can fix it before it becomes a public one-star.
  5. 05Responses and ratings log to a dashboard so you can see trends over time.
n8nSurvey (Typeform / Tally)Google Business / ClutchCRMTelegram / Slack alerts

Common questions

Asking for feedback and directing satisfied clients to public review pages is standard practice; the workflow surfaces unhappy clients to you privately so you can make it right.

At the moment sentiment is highest: a milestone, a win, or a strong survey score, not a random blast.

Any with a shareable link: Google, Clutch, DesignRush, G2, Trustpilot, and more.

Want this built for your agency?

Describe it and get a real scope back in seconds. Shipped in about 7 to 10 days, on open tech you own.

Related reading
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