Part 2 - Message meeting feedback survey to attendees

In this part, we will setup our Make flow to search for our meeting attendees and send them a feedback survey message which we have already built on The Bot Platform.

In the previous tutorial, when the meeting organizer clicked on the 'Initiate Feedback' button, a webhook message part is activated on our platform containing the name of the meeting in a custom attribute. Using this new webhook trigger, we will execute another Make scenario via a webhook to search for the meeting in our Google calendar and extract a list of attendees who will receive the feedback survey message.

Bot demo

Setting up the webhook

For our first step in the Make please follow this guide for process of setting up a webhook trigger in Make -> Setting up webhook and response in a Slack bot.

🚧

Paste webhook url to your bot

After creating the webhook module. Please make sure to copy and paste the url into your bot as a 'Webhook' message part, where the meeting organizer is being forwarded to when they click 'Initiate feedback'.

Setting up Google Calendar module

In this step case, we are querying a Google Calendar to find the meeting using the custom attribute where we collected the meeting name. Hence, setup a new module after the webhook trigger and look for Google Calendar:

Once the module is setup, let's configure it. Unlike the previous part, we don't have to configure a date search instead we can use the meeting name attribute to find our calendar event and it's attendees. The configuration will look as follows:

Setting up iterator module

The search result in the previous step will produce a number of outputs including the meeting attendees email addresses in the form of a list. But, due to the structure of the list, Make will only process the first email address in the list and ignore the rest. Hence, we will utilize the iterator module in Make to ensure the list is properly split in a sequence and each email address found can be sent a message via the bot.

For configuration of the iterator module, navigate through the available outputs and look for 'Attendees'. It should be an expandable list with all the email addresses of users who attended the meeting.

Once you have inserted it, the module should look like this:

This will ensure the email addresses are split and available in a sequence for utilization in our next module.

Setup The Bot Platform module

In the last step, we will utilize our The Bot Platform native connector in Make to send the survey message to our attendees. Start by adding a new module and look for The Bot Platform.

πŸ“˜

For a complete setup guide on setting up The Bot Platform module in Make, please use this guide TBP Make Connector

From the list of modules, choose 'Sending a Pre-Defined message'. We won't need to compose any text as our survey messages are already configured in the bot, we will simply activate that message for the users we found email addresses for.

In the email address column, configure the output of the email field obtained from the iterator module. From the message list, chose the appropriate survey message that you want your users to answer.

That was our last module to configure. Make sure you save everything and turn on the scenario. If everything was setup correctly, your attendees should receive a message to start the survey. In our use case, we let them rate the meeting.