Manually scanning survey responses for follow-up requests wastes time and risks missing time-sensitive opportunities. Automated column monitoring alerts your team immediately when respondents request contact.
Here’s how to set up precise triggers that watch specific columns and send targeted alerts based on follow-up indicators.
Automate follow-up detection using Coefficient
Coefficient provides “Cell values change” triggers that monitor specific columns for follow-up indicators. This offers more granular control than standard change detection by focusing only on relevant column updates.
How to make it work
Step 1. Configure “Cell values change” triggers for follow-up columns.
Set up monitoring for specific columns like “Follow-up Required,” “Priority Level,” or “Contact Preference.” The system watches these columns and triggers alerts only when values change to follow-up indicators.
Step 2. Apply filtering logic with AND/OR conditions.
Create conditions that trigger alerts only when specific values appear (like “Yes,” “High Priority,” or “ASAP”). This prevents alerts for irrelevant changes while ensuring critical follow-ups get immediate attention.
Step 3. Set up dynamic routing based on follow-up type.
Route different follow-up types to appropriate Slack channels or team members. Product feedback requests can go to #product-team while support issues route to #customer-success for specialized handling.
Step 4. Configure multi-column tracking with conditional formatting.
Monitor multiple columns simultaneously for different follow-up triggers. Track checkbox columns, dropdown selections, and free-text follow-up notes while maintaining awareness of previous values to avoid re-alerting.
Never miss a follow-up opportunity
Automated column monitoring ensures immediate team response to time-sensitive survey follow-ups without manual spreadsheet scanning. Start monitoring your survey follow-up requests automatically.