E-commerce Automation

Review Request

Collect product reviews after delivery with photo incentive and moderation queue.

Automation overview

What this automation does

This automation starts when order delivered status + 5 day delay. It gmail send review request and meta insights ugc follow-up, then review click and conversion tracked in ROI spreadsheet.

Trigger

Order delivered status + 5 day delay

Main actions

Gmail send review request → Meta Insights uGC follow-up

Final outcome

Review click and conversion tracked in ROI spreadsheet

Execution time

30–90 seconds

Apps used

4 integrations

AI-powered

Difficulty

Advanced

Workflow diagram

End-to-end scenario flow

Read-only visualization of how data moves from trigger to final result.

Trigger

Shopify

Order delivered

Step 1

Gmail

Send review request

Step 2

Meta Insights

UGC follow-up

Result

Google Sheets

Track review rate

Step-by-step

How each step runs

1
ShopifyTrigger
Order delivered
Shopify fulfillment delivered webhook with delay
2
Gmail
Send review request
Branded email with product review link
3
Meta Insights
UGC follow-up
Optional social UGC request for high-value orders
4
Google Sheets
Track review rate
Review click and conversion tracked in ROI spreadsheet

Apps used

Connected applications

Shopify

Delivered

Gmail

Delivered

Meta Insights

Delivered

Google Sheets

Delivered

Summary

Automation summary

Trigger: Order delivered status + 5 day delay
Inputs: Order delivered status + 5 day delay, Business Name, Notification Email, Timezone
Outputs: Review click and conversion tracked in ROI spreadsheet, Gmail send review request, Meta Insights uGC follow-up
Business goal: Automate review request end-to-end with accurate app routing.
Execution frequency: On demand with batch fallback
Estimated runtime: 30–90 seconds
Error handling: Failed steps retry up to 3 times with exponential backoff; persistent failures notify your configured channel and log to the run history.
Dependencies: Shopify, Gmail

Benefits

Why use this automation?

Save ~8 hours/week

Remove repetitive steps from Review Request so your team focuses on high-value work.

Reduce manual work

Connected apps sync data automatically instead of copy-paste between dashboards.

Prevent human errors

Standardized logic runs the same way every time, with retries on failure.

Requirements

What you need to get started

Required apps

Shopify
Gmail

Required accounts

Active Shopify workspace with API access
Active Gmail workspace with API access
Shata Automation workspace (free tier supported)

Required API keys

OAuth tokens for each connected integration

Permissions

Read access on trigger sources (forms, sheets, webhooks, or CRM objects)
Write access on destination apps (email, chat, CRM, or storage)

Estimated setup time

20 min including app authorization and test run
Difficulty: Advanced

Optional apps

Meta Insights (optional)
Google Sheets (optional)

Automation runtime

Activate this template

PartialSome steps run in preview until their integrations go live.

Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.

Draft

Activation readiness

Est. setup time: ~13 min

Required connections

Shopify(required)
PreviewShopify: workflow actions run in preview
⚠ Missing
Gmail(required)
⚠ Missing
Meta (Facebook & Instagram)(required)
PreviewMeta (Facebook & Instagram): workflow actions run in preview
⚠ Missing

• Missing connection: Shopify
• Missing connection: Gmail
• Missing connection: Meta (Facebook & Instagram)

Manage all connections →View all installations →

Workflow summary

Trigger: Order delivered status + 5 day delay
Steps: 4 nodes
Required apps: 3
Optional apps: 1

Trigger

New order trigger

Activate this workflow to provision the trigger endpoint.

Run history

No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.

FreeAdvancedPartial20 min setup★4.39.5k installs · 75 reviews

Customize for My Business

Analytics

Template performance

20.9k

Views

9.5k

Installs

458

Favorites

4.3

Avg rating

45.2%

Conversion

20 min

Setup time

94%

Success rate

Trending score

Most used integrations

ShopifyGmailMeta (Facebook & Instagram)

Delivered tracking webhook + 5 day delay sends Judge.me or Yotpo review request email with optional 10% next order code for photo review; low-star internal alert to support before publish if moderation enabled; syndicates approved reviews to Google Shopping feed metafields.

Some steps run in preview until their integrations go live.

Required apps

ShopifyPreviewGmailLiveMeta (Facebook & Instagram)Preview

Optional apps

Google SheetsLive

All integrations

ShopifyGmailMeta (Facebook & Instagram)Google Sheets

Workflow preview

How Review Request runs

Trigger

Configure timing and incentive

→

Process

Rule engine

→

Action

shopify

→

Notify

Alert & log

ShopifyGmailMeta Facebook InstagramGoogle Sheets

Setup steps

Get started in 5 steps

1
Connect reviews platform
AfterShip delivered webhook, Judge.me/Yotpo, Shopify metafields, Gmail, Slack.
2
Configure timing and incentive
5 days post-delivery; photo review unlocks discount code.
3
Enable moderation
≤3 star reviews hold in queue; Slack notify support before publish.
4
Syndicate to Google
Approved reviews push to product metafields for Shopping ads.
5
Test review flow
Deliver test order; verify email and moderation on 2-star test.

Variables

Configurable settings

Variable	Type	Default	Required
Business Name	text	Your Business	Yes
Notification Email	email	—	Yes
Timezone	select	—	Yes
Shopify Store Domain	text		No
Google Sheet ID	text		No
Sheet Range	text	Sheet1!A:Z	No
Gmail Search Query	text	is:unread	No

FAQ

Frequently asked questions

Multi-item orders?

Single email lists all products with per-SKU review links.

Repeat purchasers?

Request review only for SKUs not yet reviewed by customer.

Amazon buyers?

Separate branch respects Amazon review policy—no incentive email.

Arabic reviewers?

Email template AR for orders with AR locale.

Reviews

4.7

★4.7

75 total reviews

Lisa Tran

Founder · ScaleUp SaaS

★★★★★Verified install

5/16/2026

Solid template. We duplicated and tweaked variables for our brand. Would recommend for teams starting automation.

+ Integrations worked on first try · AI quality exceeded expectations

James O'Brien

CTO · DevFlow

★★★★★Verified install

4/29/2026

Clean workflow design. Connected our stack in one afternoon. Minor learning curve on variables.

+ Reliable triggers every time · Support team helped customize quickly

Nadia El-Sayed

Restaurant Owner · Frio Café

★★★★

4/12/2026

After two weeks live, Review Request has become core to our daily ops. Verified install — runs without babysitting.

+ Great documentation · Scales well as we grow

− Took longer than estimated for advanced config

Documentation

Template documentation

Overview

Requirements

Active shopify account with API access
Active gmail account with API access
Active meta-facebook-instagram account with API access
No AI provider required
Shata Automation workspace (free tier supported)

Supported apps

shopifyPreviewgmailLivemeta facebook instagramPreviewgoogle sheetsLive

Triggers

Order delivered status + 5 day delay

Actions

Configure timing and incentive
Enable moderation
Syndicate to Google
Test review flow

Examples

Quick start

Activate Review Request with default variables and run a sandbox test.

Scenario: New user installs template and validates output in under 15 minutes.

Production rollout

Connect live apps, map business rules, enable monitoring alerts.

Scenario: Team deploys to workspace after QA sign-off on test runs.

Troubleshooting

Workflow fails on first run: Verify OAuth scopes for all required integrations and re-authorize if expired.
Variables not applying: Check required fields in the Configure Variables step; empty required values block activation.
Notifications not received: Confirm notification email and Slack channel IDs match your workspace settings.

Release notes

Version 1.2.0 — Improved reliability and Slack notifications for Review Request.

Versioning

Version history

Current version: 1.2.0

v1.2.0Current

3/19/2026

improvementImproved error handling and retry logic for failed runs.
featureAdded optional Slack notification on workflow completion.

v1.1.0

1/18/2026

featureNew variable: brand voice selector for AI-powered steps.
fixFixed timezone handling for scheduled triggers.

v1.0.0

11/19/2025

featureInitial marketplace release.

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Recommendations

Customize Review Request for your business

Our team can adapt this template to your exact workflow, apps, and brand requirements.

Request custom automation →Talk to an expert

Review Request

What this automation does

End-to-end scenario flow

How each step runs

Connected applications

Automation summary

Why use this automation?

What you need to get started

Required apps

Required accounts

Required API keys

Permissions

Estimated setup time

Optional apps

Activate this template

Required connections

Workflow summary

Trigger

Run history

Template performance

How Review Request runs

Get started in 5 steps

Configurable settings

Frequently asked questions

Template documentation

Overview

Requirements

Supported apps

Triggers

Actions

Examples

Troubleshooting

Release notes

Version history

Related templates

Abandoned Checkout WhatsApp

Product Review Monitor

Cross Sell

Shopify Order to Sheets

Customers also installed

Refund to Support Ticket

WooCommerce Sync

Abandoned Checkout WhatsApp

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Trending this week

Canva Asset Approval Flow

To-do Manager

Pull Request Review Summary

Inbox Priority Briefing

Customize Review Request for your business

Template documentation

Overview

Requirements

Supported apps

Triggers

Actions

Examples

Troubleshooting

Release notes

Version history

Related templates

Abandoned Checkout WhatsApp

Product Review Monitor

Cross Sell

Shopify Order to Sheets

Customers also installed

Refund to Support Ticket

WooCommerce Sync

Abandoned Checkout WhatsApp

Shopify Sync

Trending this week

Canva Asset Approval Flow

To-do Manager

Pull Request Review Summary

Inbox Priority Briefing