Post-Job Review Request and Photo Handover
Example prompt: "Two working days after I mark a job as 'Signed Off' in our Google Sheet, pick the four to six best 'after' photos from the job's Drive folder, build a short Google Docs handover with our standard care notes, and draft a friendly Gmail thanking the customer with a single review link. Chase non-responders with a soft follow-up after seven working days."
The Problem
The review is the bit we keep meaning to ask for and keep not asking for. The job ends, the kit goes back in the van, the customer is delighted on the day, and a fortnight later we are wondering why nothing new has appeared on our profile. The photo handover — a small thing customers genuinely love — does not happen either, because the photos are in a folder of fifty shots from three different rooms and nobody has the patience on a Friday night to pick the right four and write a paragraph about how to bleed the new radiators.
How GloriaMundo Solves It
We build a workflow that fires when a job is marked signed off and waits two working days before doing anything. Integration steps pull the customer details, the photos folder, and the care notes for that type of work. An LLM step picks the four to six best after photos by reading the captions and file names. Another LLM step writes the handover document from our template with the care notes folded in. Integration steps save it, draft a friendly Gmail to the customer with the handover attached and a single direct review link from our active platform, and log the ask in the review requests tab. A scheduled follow-up after seven working days drafts a soft nudge if no review has come back. Glass Box preview shows the photo selection, the handover wording, and the review link before any email is drafted.
Example Workflow Steps
- Trigger (integration): A row in the 'Jobs' tab of our jobs Google Sheet changes to status 'Signed Off'; wait two working days.
- Step 1 (integration): Pull the customer details, the job description, and the photos folder for the job from the jobs sheet and Google Drive.
- Step 2 (llm): Read the photo captions and file names and select four to six 'after' photos that show finished work without tools or clutter.
- Step 3 (integration): Read our standard care notes for the job type and the active review platform from the 'Care Notes' and 'Review Links' tabs.
- Step 4 (llm + integration): Assemble the handover Google Doc from our template with the photos and the care notes, and save it to the job's Drive folder.
- Step 5 (integration): Draft a Gmail to the customer thanking them, attaching the handover, and including one direct link to the active review platform, left as a draft.
- Step 6 (integration): Append a row to the 'Review Requests' tab with job, customer, platform, date asked, and status 'Asked'.
- Step 7 (conditional): Seven working days later, if the 'Reviews Received' tab has no matching entry, draft a soft follow-up Gmail asking if there is anything we could have done better, also as a draft.
- Step 8 (integration): Post a one-liner in #reviews on Slack each time the first ask is drafted, with the customer name and the platform link.
Integrations Used
- Google Sheets — the jobs, care notes, review links, review requests, and reviews received tabs
- Google Drive — the job photos folder and the saved handover document
- Google Docs — the handover document with selected photos and care notes
- Gmail — the customer email and the follow-up nudge, held as drafts
- Slack — the one-liner in #reviews when each ask is drafted
Who This Is For
Small trade firms who rely on word-of-mouth and online reviews to keep the diary full, who currently rarely ask for reviews because the moment passes too quickly after the job, and who would also like the customer to have a tidy record of the work with the right care notes attached.
Time & Cost Saved
A proper photo handover and a personal review ask take twenty to thirty minutes per job done well, and across ten to fifteen jobs a month that is four to seven hours that never happens. The workflow turns each one into a two-minute review of a draft, with the follow-up nudge handled automatically. The bigger gain is the increase in reviews coming back, because the ask is going out at the right moment with the right link rather than two weeks later in a hopeful blanket email — most trade firms that systematically ask see review counts grow steadily over a year, which directly feeds the next quarter's enquiries.