User study preparations

Relay.app screenshot of: User study preparations
Relay.app screenshot of: User study preparations

Every time someone signs up for a user study via our Calendly link, this workflow kicks in to set up a notes document based on a template and prepares the interviewer for the interview.

Once the meeting has ended, notes are shared with the team and a thank you message is sent to the participant.

Steps in this workflow

1
Calendly logo
Event scheduled
2
Google Docs logo
Copy doc & fill in {{placeholders}}
3
Google Sheets logo
Add row to sheet
4
Slack logo
Send to channel as Bot
5
Relay.app logo
Wait for a time
6
Slack logo
Reply to message as Bot
7
Relay.app logo
Wait for a time
8
Relay.app logo
Get data input
9
Slack logo
Reply to message as Bot
10
Google Sheets logo
Update row
11
Gmail logo
Send email
Author picture (Thijs van As)

Whenever we launch a major new feature, we send an automated email to new users asking them if they're interested in participating in a user study. The email contains a Calendly link so they can sign up directly.

To help us put the user study process "on rails", we created this workflow. It helps take away almost all of the mundane preparation work for a usabily interview like preparing a notes document and sharing notes with the team afterwards, so that the interviewers can focus on the aspects of the preparation that require their unique skills.

Thijs van As
Founding Head of Product

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