📌 Workflows are available on the Professional or Enterprise plan, and can only be accessed by users with 'Workflow' permission.
What Is a Workflow?
A workflow is a feature that automatically executes tasks such as sending notifications when a situation matching a pre-defined condition occurs.
Because it immediately notifies you via email or Slack when a specific response comes in or a metric changes, you can stay on top of important information without constantly checking data.
When Do You Need a Workflow?
✅ When you want to catch important customer feedback immediately without missing it
'We run ongoing customer surveys, but it's hard to know when and what responses will come in, making it difficult to check important feedback in time. Especially for dissatisfied responses, I want to review them right away and share with the team. 🤔'
🧙 Here's how you can use it
1️⃣ You can set it to react only to specific responses.
You can set responses that require immediate attention — such as 'dissatisfied' in a satisfaction question — as the condition. Without having to review every response individually, you can receive notifications only at the moment important feedback arrives, quickly understand the situation, and respond.
2️⃣ Automatically share via email or Slack.
When a response matching the condition is collected, an automatic notification is sent via email or Slack. Without needing to separately organize or forward response content, relevant team members can view the same information simultaneously, speeding up collaboration and decision-making.
✅ When you want to quickly detect and respond to metric changes
'I periodically review survey results and key metrics, but there are times when I find out about sudden changes too late. I want to know the moment a change occurs. 🤔'
🧙 Here's how you can use it
1️⃣ You can receive notifications the moment a metric change occurs.
By setting a reference value for key metrics such as response count and satisfaction scores, you can receive an immediate notification the moment a meaningful change — such as an increase or decrease — occurs. This allows you to quickly detect abnormal signs or trend changes.
2️⃣ You can manage reliably without constant monitoring.
Without needing to check data frequently, you can receive notifications only when a situation requiring a response arises, enabling efficient management. You can reduce repetitive check tasks and focus on responding quickly when problems occur.
Have you got a good understanding?
If you have questions that weren't resolved by the guide, click the Customer Support icon on the right side of your screen to contact us anytime. The Dataspace team will do its best to resolve your inquiries.