How it works

Follow these 5 simple steps to start collecting your best customer reviews in organized Google Docs

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Review Created
App connector: Judge.me • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors your Judge.me account and activates the workflow every time a customer submits a new review, ensuring you never miss valuable feedback.

This step automatically connects to your Judge.me review system and listens for new review submissions. When a customer leaves any review (1-5 stars), this trigger captures the basic review data including the rating, reviewer name, and review content. The trigger passes this initial review information to the filtering step to determine if further processing is needed. No configuration is required since it uses your existing Judge.me integration.

Check if Review is a 5-Star Rating
App connector: Filter • Time to complete: 0 minutes (Auto-configured)
Why this matters: This filter ensures only your highest-rated reviews get processed, saving storage space and focusing your attention on the most positive customer feedback.

This step examines the rating from the previous trigger and only allows 5-star reviews to continue through the workflow. The filter compares the review rating to exactly "5" and stops processing if the rating is lower. If the review passes this filter (is a 5-star review), the workflow continues to retrieve detailed review information. Reviews with 4 stars or below are automatically discarded and don't create documents.

Retrieve Review Details
App connector: Judge.me • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step gathers comprehensive review information that wasn't available in the initial trigger, including product images and detailed customer data needed for the final document.

This step makes an additional API call to Judge.me to fetch complete review details using the review ID from the trigger. It retrieves additional information like product images, customer photos attached to reviews, and more detailed product information that gets included in the final Google Doc. The retrieved data provides richer context for the AI summary step and ensures the document contains all available review content. This step automatically uses the review ID captured in the trigger to fetch the complete review record.

Summarize Review
App connector: AI • Time to complete: 0 minutes (Auto-configured)
Why this matters: This AI step transforms raw review text into actionable insights, identifying key themes and marketing-worthy quotes that help you understand and leverage customer feedback.

This step sends the review content to MESA's AI system for analysis and summarization. The AI examines the review text and generates a structured analysis including overall sentiment, key themes mentioned by the customer, notable quotes suitable for marketing, and a suggested headline that captures the customer's story. The AI prompt is pre-configured to focus on extracting marketing value and customer insights from the review content. The resulting analysis gets included in the final Google Doc alongside the original review text.

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Create Review Document
App connector: Google Docs • Time to complete: 2 minutes
Why this matters: This step compiles all collected data into a well-formatted Google Doc that serves as a permanent record and makes it easy to share positive reviews with your team or use them in marketing.

This step creates a new Google Doc in your Google Drive with a structured format containing all review information. The document includes the customer's name as the title, review details, product information, any attached photos, and the AI-generated summary. Each 5-star review gets its own separate document for easy organization and sharing. The document template is pre-formatted with clear sections and emojis to make the content visually appealing and easy to scan.

Make it your own

Customize this workflow even further:

Add Slack notifications
Send instant alerts to your team channel when 5-star reviews come in, so everyone can celebrate customer wins in real-time.
Create a master review spreadsheet
Instead of individual documents, compile all 5-star reviews into a single Google Sheet with columns for date, customer name, product, and review text for easier analysis.
Set up automatic social media posts
Connect to Buffer or Hootsuite to automatically share your best reviews on social platforms, turning customer praise into marketing content.
Filter by specific products
Add conditions to only process 5-star reviews for your best-selling or newly launched products, helping you track performance of specific items.

Frequently asked questions

Will this create documents for reviews that don't include written text?
Yes, the workflow processes all 5-star reviews regardless of whether customers wrote detailed text or just left a star rating. The document will include whatever content is available, and the AI summary will note when reviews contain limited text.
Can I modify the Google Doc format or add my own branding?
The document template is built into the workflow step, but you can edit the "Create Review Document" step to customize the formatting, add your company logo, or change the layout to match your brand guidelines.
What is a template?
MESA templates are fully pre-configured workflows built and vetted by Shopify Experts. Unlike competitor templates that provide basic scaffolds requiring extensive setup, MESA templates come with all data variables properly mapped, required fields configured, and steps ready to activate. You can turn them on immediately and start automating.
Can I customize a template?
Absolutely! While our templates work out-of-the-box, every step can be personalized to match your exact business requirements. Add conditional logic, integrate additional apps, or build more sophisticated workflows. MESA's templates provide a solid foundation that you can expand as needed.
Are templates free?
Yes! Our entire library of expert-built, production-ready templates is free to use. Unlike platforms that charge for premium templates or provide only basic scaffolds, MESA gives you access to hundreds of fully-configured, vetted workflows at no additional cost.

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