1. Collect from the real sources
Artie reads the connected call notes, support threads and CRM records for feedback about the product. Each item keeps its customer, date and link, so every point stays attributed.
Synthesize customer feedback
Artie collects feedback from calls, email and your CRM, groups it into themes with the customers and sources behind each, and writes a weekly brief for product.
customer-feedback
Example brief · Hypothetical workflow
Your brief
Every Monday, pull last week’s customer feedback from HubSpot notes, the support inbox and call transcripts. Group it into themes and tell product what’s new.
ArtieAPP
I’ll collect the feedback, group it by theme with a source for every point and draft the brief in Notion.
See example output ↓How Artie handles it.
Starts: As feedback arrives in your connected sources, compiled into a brief each week.
2. Group it into themes
Similar requests and complaints are grouped, with the number of distinct customers and representative excerpts. One persistent customer is kept separate from a pattern across many.
3. Deliver the brief
The weekly brief goes to the Notion page you choose: top themes, what is new this week, linked excerpts and open questions for product. Prioritization stays with your product team.
Themes with the customers behind them.
This workflow reports what customers said and where. Deciding what to build stays with product.
Hypothetical finished result
Example output
Weekly feedback brief
Hypothetical: one week of feedback for an invoicing product.
- Top theme
- Partial payments: six customers in nine conversations asked to record a partial payment without voiding the invoice. Two linked excerpts describe issuing a credit note as a workaround.
- New this week
- Three customers reported a slow reports page after Tuesday’s release. Their support threads are linked for engineering.
- Open question
- It is unclear whether export requests come from finance users or managers; the CRM notes do not say. The brief suggests a question to add to the next customer calls.
The apps this job needs.
Connect the accounts and actions for your workflow. Start in Artie or add your Artisan to Slack; access stays within your account permissions.
Explore apps- HubSpot
- Connect the CRM records and notes that hold customer feedback.
- Gmail
- Connect the support or shared inbox where customers write in, with read access.
- Notion
- Connect the page where the weekly brief should be written.
- Call notes (optional)
- Provide call transcripts or notes from your meeting tool where they are available.
Questions about this workflow
Does Artie decide what we build?
No. The brief reports themes, evidence and open questions. Your product team sets priorities.
How are themes counted?
By distinct customers and conversations, each linked. The brief also says which sources were read and which were unavailable.
Are customer words edited?
Excerpts are kept as written and linked to their source. Summaries are labeled as summaries.