From the course: Excel: Automating Tasks with Power Automate

Unlock this course with a free trial

Join today to access over 25,300 courses taught by industry experts.

Challenge: Setting up a customer review process

Challenge: Setting up a customer review process - Microsoft Excel Tutorial

From the course: Excel: Automating Tasks with Power Automate

Start my 1-month free trial Buy for my team

Challenge: Setting up a customer review process

“

For this challenge, you're going to automate the way your company handles customer satisfaction surveys. Start by crafting a straightforward survey Microsoft Forms like this one. Make sure it includes sections for things like customer name, customer email, overall experience on a rating of 1 to 5 like this one, and additional comments. Your next steps will be to use Power Automate to set up your workflow. You'll begin with the trigger when a new response is submitted, then use Get Response Details to pull data from each completed survey. After that, you'll add a conditional operation. If the overall experience score is four stars and up, you will email the recipient thanking them for their business. If it's less than four stars, you will email the recipient apologizing, and you'll also send an email notification to a manager. One important note here. The customer review scores are stored as text and not numbers. To evaluate them numerically, you'll need to use the int function and…

Contents