Peak Automations / Review collection
The project went well.Only nobody asked.
The best time for a review is right after a good result, and that's exactly when the team has moved on. With Peak Automations a won deal or a completed final task starts a run: an AI step drafts a short, personal request, and the e-mail waits for your confirmation before Peak sends it from your connected Gmail.
Put the goal into words. Add perspectives and timing right below.
Try it on a local sample project.
Close / draft / confirmation
How the request comes about.
- When
- A project's final task is completed
- Then
- Draft a personal request with AI
- Only after confirmation
- Send from the connected Gmail
Your review request
From three answers to a prepared request.
Fill in the example with a made-up project and see how moment, confirmation and request fit together. Nothing is sent.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three questions. A request at the right time.
Draft · not yet put together
- The trigger
- Still open
- The confirmation
- Still open
- The request
- Still open
From result to review
A good result. A good question.
The order makes sure the request is prepared in time and never sent unseen.
- 01Case
The right moment triggers.
WhenA project's final task is completed
“Deal won” or “task completed” with a condition on the final task's title starts the automation.
Event → condition - 02Action
The draft waits for you.
ThenDraft a personal request with AI
“Draft text with AI” writes to your instruction. Because the e-mail goes outside, the run pauses until someone confirms.
Working tool → draft, confirmation - 03Result
The request is on its way.
Only after confirmationSend from the connected Gmail
After confirmation Peak sends and records a note on the contact. In the local example you get a review note.
Sample artifact → review note
The next proof is the product
Test the request with an e-mail to yourself.
Describe the automation in one sentence, connect Gmail in settings and start the test run. The test shows the draft and where the run waits for your confirmation.
Start Peak AutomationsPeak Automations / Your next step
The best review is the one someone asked for.
Try the example with the project type after which your customers are happiest.
See the review flow
Ask while it's fresh.
Send from the connected Gmail
Frequently asked questions
Does Peak send review requests automatically?
Peak prepares the e-mail. Because it goes outside, it waits for confirmation before Peak sends it from your Gmail.
Does Peak publish reviews?
No. Peak writes nothing to review sites. You manage replies and permissions yourselves, for example in Peak Proof.
When is the right moment?
A good trigger is “deal won” or a project's completed final task, narrowed with a condition.