How it works

Follow these 4 simple steps to start receiving AI-powered summaries of high-priority feedback directly in your inbox

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Form submitted
This creates the feedback collection form and starts the workflow whenever someone submits high-priority feedback through your website or landing page.
The form captures essential feedback details including the submitter's name, email, their actual feedback content, and a priority level selector. You'll get an embed code to place this form anywhere on your website - it works on any platform that supports HTML embeds. The form automatically validates submissions and passes all collected data to the next step for priority filtering. Once embedded, the form becomes your primary feedback collection point that feeds directly into your automation system.
Time to complete: 2 minutes

Check if the form response is high priority
This filter ensures your team only receives summaries for urgent feedback, preventing inbox overload from routine suggestions or low-priority comments.
The filter automatically examines each form submission and checks if the Priority field equals "High" (option-1 in the dropdown). If the feedback is marked as medium or low priority, the workflow stops here and no email gets sent. Only high-priority submissions continue to the AI summarization step. This selective processing means you'll only get notifications when feedback truly needs immediate attention, making your response process more efficient and focused.
Time to complete: Auto-configured (0 minutes)

Summarize the feedback
This step transforms raw feedback into a structured summary with clear action items, making it easier for your team to understand and respond to customer concerns.
The AI analyzes the feedback content and creates a comprehensive summary that highlights key points and suggests specific follow-up actions. It processes the original feedback text and generates a professional summary that identifies main issues, potential solutions, and recommended next steps. The AI maintains the original context while organizing the information into a format that's easy for your team to act on. This processed summary gets passed to the email step as the main content for your notification.
Time to complete: 1 minute
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Send summary by Email
This delivers the AI-generated summary directly to the team member responsible for handling high-priority feedback, ensuring rapid response times.
You'll configure the recipient email address where high-priority feedback summaries should be sent - typically your customer success manager or product team lead. The email includes the AI-generated summary as the main content, formatted for easy reading and action. The subject line reads "Thank you for your feedback!" to maintain a customer-focused tone. Each email contains the processed feedback summary with specific action items, making it simple for your team to prioritize and respond appropriately.
Time to complete: 1 minute

Make it your own

Customize this workflow even further:

Set custom priority thresholds
Add multiple filter conditions to create different notification rules, such as sending urgent feedback to leadership while routing feature requests to your product team.
Connect to project management tools
Extend the workflow to automatically create tickets in tools like Asana, Trello, or Monday.com when high-priority feedback arrives, ensuring nothing falls through the cracks.
Store feedback data in tables
Save all feedback responses in MESA's built-in database for trend analysis and reporting, allowing you to track common issues over time.
Deploy AI agents for smart routing
Let AI agents evaluate feedback content and automatically assign it to the right team member based on topics like billing issues, feature requests, or technical problems.

Frequently asked questions

Will the workflow send emails for every form submission?
No, the filter step ensures emails are only sent when feedback is marked as "High" priority. Medium and low priority submissions are captured but don't trigger email notifications, preventing inbox overload.
Can I send summaries to multiple team members simultaneously?
The current setup sends to one email address, but you can modify the email step to include multiple recipients by adding comma-separated email addresses in the "to" field.
What happens if someone submits feedback without filling out all the form fields?
The form is designed to work even with incomplete submissions since no fields are marked as required. The AI will summarize whatever feedback content is provided, though having a name and email helps with follow-up communication.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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