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Peak Atlas

Peak Automations / Customer feedback

The survey is answered.Nobody read it.

When a Peak Forms form or a Typeform is filled in, Peak can summarize the answer with an AI step and classify it as praise, problem or wish. The summary lands as a note on the person in Peak CRM, a problem becomes a task, praise can go to a Slack channel. The person is found by their e-mail, not created twice.

Put the goal into words. Add perspectives and timing right below.

Local draft · no product activation
See the feedback example

Try it with a made-up answer.

Every answer lands somewhere.

Sample answer / fictional data

01答案02Classification03跟进
Working example / feedback

Where every answer goes.

答案
“Delivery fine, invoice unclear.” (example)
Classification
AI step: problem, topic billing.
跟进
Note on the person and a task for the project lead.
Editorial structure sketch · not the product interface

Your feedback route in three answers

Who should hear about what?

Fill in the example with a made-up survey. You see which details Peak needs. Nothing is saved or sent.

Local working example · nothing is saved or sent. Please don't enter personal data.

Peak Automations / Start noteLOCAL DRAFT
01 / Your thoughts
02 / Your start noteLocal preview

Three questions. Feedback with consequences.

Draft · not yet put together

The source
Still open
The recipients
Still open
The follow-up
Still open
Your input appears here right away. With “View the start note” you check the three details locally.

From answer to action

Summarize. Classify. Act.

The order makes sure feedback doesn't vanish into a spreadsheet but reaches the person who can change something.

  1. 01Summarize

    The answer in a few sentences.

    答案

    “Delivery fine, invoice unclear.” (example)

    An AI step summarizes long free text briefly. The original answer stays in the form.

    Answer → summary
  2. 02Classify

    Praise, problem or wish.

    Classification

    AI step: problem, topic billing.

    You set the categories. A condition decides whether a task is created or just a note.

    Category → route
  3. 03Act

    File it with the right person.

    跟进

    Note on the person and a task for the project lead.

    Note on the person, task in Peak Task or a Slack message. The history shows which answer took which route.

    Sample artifact → note in Peak CRM

The next proof is the product

Let the next feedback land.

In Peak Automations you pick the trigger “form submitted” or a Typeform response, set the AI steps and the condition, and switch on after the test run.

Start with Peak Automations

Peak Automations / Your next step

Feedback someone reads.

Try the example with the survey whose answers nobody is looking at right now.

See the feedback example
Local working example

Listening that lasts.

Note on the person and a task for the project lead.

Frequently asked questions

Which forms work?

Peak Forms and Typeform. Other survey tools are not connected.

Does Peak calculate an NPS?

No, this automation calculates no metric. It summarizes, classifies and files.

Are duplicate contacts created?

No. The person is found by e-mail and created only if they don't exist yet.

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