Collect and publish customer testimonials with Claude, email, CRM and review sites

Description

This workflow automatically collects, processes, and publishes customer testimonials and reviews after project completion or purchase. It uses AI to generate polished testimonials from raw feedback and distributes them across your marketing channels.

How it works

Trigger - Detects project completion, purchase, or manual trigger
Customer Lookup - Fetches customer details from CRM/database
Smart Timing Check - Determines optimal follow-up timing based on purchase/completion date
Send Feedback Request - Sends personalized email/SMS requesting review
Track Form Submissions - Monitors feedback form responses
Sentiment Analysis - AI analyzes feedback sentiment and quality
Generate Polished Testimonial - Claude AI converts raw feedback into professional testimonials
Quality Filter - Filters testimonials based on rating and sentiment
Format for Channels - Prepares testimonials for different platforms
Publish to Website - Auto-posts to WordPress/Webflow/custom CMS
Post to Social Proof Tools - Sends to Trustpilot, Google Reviews, testimonial widgets
Update CRM - Logs testimonial status in customer records
Send Thank You - Automated appreciation message to customer
Analytics Dashboard - Tracks collection rates and testimonial performance

Setup Steps

Import workflow into n8n
Configure credentials:
Anthropic API - Claude AI for testimonial generation
CRM Integration - HubSpot/Salesforce/Airtable for customer data
Email Service - SendGrid/Mailgun for follow-up emails
SMS Provider - Twilio for SMS reminders
Website CMS - WordPress/Webflow API for publishing
Social Proof Tools - Trustpilot, Google My Business, Yotpo
Form Builder - Typeform/Google Forms for feedback collection
Set your timing rules (e.g., 7 days after purchase)
Configure AI testimonial generation prompts
Set quality thresholds (minimum 4-star rating)
Map testimonial fields to your website/tools
Activate the workflow

Sample Trigger Payload
{
"customerId": "CUST-12345",
"customerEmail": "[email protected]",
"customerName": "John Smith",
"projectType": "Website Development",
"completionDate": "2024-04-01",
"projectValue": 5000,
"followUpDelay": 7,
"preferredChannel": "email"
}

AI Testimonial Generation Features
Converts casual feedback into professional testimonials
Maintains authenticity while improving clarity
Generates multiple versions for different platforms
Extracts key benefits and outcomes mentioned
Creates compelling headlines from feedback
Suggests best quotes for marketing materials

Publishing Channels
Website testimonial sections (auto-inject HTML)
Google My Business reviews
Trustpilot/G2/Capterra
Social media testimonial posts
Email signature testimonials
Case study content
Landing page social proof widgets

Smart Features
Multi-touch follow-up sequences (email → SMS → reminder)
Optimal timing based on customer journey stage
Personalized feedback requests with project context
Automatic language detection and translation
Video testimonial collection via integrated forms
Screenshot/photo attachment handling
Auto-detection of negative feedback for internal review
A/B testing of follow-up messaging
Response rate tracking and optimization