Cliente misterioso

Cliente misterioso: plantillas de automatización

12 flujos de trabajo listos para usar en Cliente misterioso. Cada uno se encarga de un trabajo real que tu equipo hace cada semana, directamente en las herramientas que ya usas. Las apps que más aparecen aquí: SASSIE, Google Sheets y Slack.

Cliente misterioso
Todas las categorías
Salud y medicina
Todo en Salud y medicina Atención médica Acupuntura Clínicas de alergias Centros de cirugía ambulatoria Grupos de anestesiología Centros de parto Cardiología Monitoreo de dispositivos cardíacos Quiropráctica Centros de investigación clínica Centros de salud comunitarios Dermatología Clínicas de cirugía de Mohs Atención y educación en diabetes Centros de diálisis Atención primaria directa Endocrinología Clínicas de terapia hormonal Otorrinolaringología Centros de endoscopia Clínicas de fertilidad Laboratorios de fertilización in vitro Medicina funcional e integrativa Gastroenterología Hematología Hepatología Oxigenoterapia hiperbárica Centros de diagnóstico por imagen Radiología intervencionista Infectología Centros de infusión Asesoría de lactancia Terapia de linfedema Masajes terapéuticos Medicina materno-fetal Facturación médica Certificación de cannabis medicinal Acreditación de médicos Equipamiento médico Genética médica Nutrición clínica Transporte médico Naturopatía Nefrología Neurología Consultorios de nutrición Ginecología y obstetricia Uroginecología Salud ocupacional Terapia ocupacional Oncología Ortopedia Osteoporosis y salud ósea Clínicas del dolor Laboratorios de patología Terapia pediátrica Pediatría Farmacias Fisioterapia Cirugía plástica Podología Prótesis y órtesis Neumología Reumatología Medicina del sueño Terapia del lenguaje Medicina deportiva Telemedicina Telerradiología Atención de urgencias Urología Cirugía vascular Cuidado de heridas
Automated SASSIE Wave Scheduling Reminders
Before a new shop wave closes, WebRun checks SASSIE for shoppers eligible to claim a shop in that wave who have not yet picked one, and drafts a short SMS reminder in Twilio letting them know the window is closing, so waves fill faster.
SASSIE›Twilio›Google Sheets
Automated SASSIE Unassigned Shop Alerts
Every morning, WebRun scans SASSIE for shops nearing their due date with no shopper assigned, logs each one to a Google Sheet, and posts a Slack alert so your scheduling team can fill it before the window closes.
SASSIE›Google Sheets›Slack
Automated SASSIE Submission QA Flags
As new shop reports come in, WebRun checks each SASSIE submission for missing fields, thin narrative answers, or a missing receipt, and logs anything incomplete to a Google Sheet so an editor can review it before it ships to the client.
SASSIE›Google Sheets
Automated SASSIE Shopper Recruitment Follow-Ups
When a new shopper applicant stalls partway through SASSIE onboarding, an unfinished profile or no certification quiz attempt, WebRun drafts a friendly follow up email in Gmail for your recruiting team to review and send, so fewer applicants go cold.
SASSIE›Gmail
Automated SASSIE Shopper Payment Reminders
Each Monday, WebRun checks SASSIE for approved shops where payment is on hold because a receipt or reimbursement document is missing, logs them to a Google Sheet, and drafts a short SMS reminder in Twilio so shoppers get paid without chasing accounting.
SASSIE›Google Sheets›Twilio
Automated SASSIE Shop Assignment Reminders
Two days before a shopper's assigned shop is due, WebRun drafts a friendly SMS reminder in Twilio and posts a summary to Slack for your team to review and send, so fewer shops slip past their deadline forgotten.
SASSIE›Twilio›Slack
Automated SASSIE Shop Deadline Follow-Ups
When an assigned shop's due date is within 24 hours and still not submitted, WebRun drafts a status check email to the shopper in Gmail and alerts your ops team in Slack so someone can step in before the client notices a gap.
SASSIE›Gmail›Slack
Automated SASSIE Rejected Shop Reassignment
The moment an editor rejects a shop submission in SASSIE, WebRun logs the rejection reason to a Google Sheet and posts a Slack alert to scheduling so a reshop gets queued before the client's deadline slips.
SASSIE›Google Sheets›Slack
Automated SASSIE Late Report Editing Alerts
WebRun checks SASSIE for submitted shop reports still waiting on an editor past your turnaround window, and pings your editing lead in Slack before a client's reporting deadline slips.
SASSIE›Slack
Automated SASSIE Geo Verification Fraud Flags
WebRun checks each submitted shop in SASSIE for GPS coordinates that do not match the shop location or a visit duration that looks implausible, logs anything suspicious to a Google Sheet, and alerts your QA team in Slack to investigate before it reaches a client.
SASSIE›Google Sheets›Slack
Automated SASSIE Completion Rate Digest
Every night, WebRun tallies each client program's shop completion rate in SASSIE, compares it against the pace needed to hit the target date, and posts a Slack digest so management can see which programs are falling behind before the client does.
SASSIE›Slack
Automated SASSIE Client Results Report Drafts
Every Monday, WebRun pulls the past week's completed and approved shops for each client program from SASSIE, compiles the scores and flagged issues into a Google Sheet, and drafts a summary email in Gmail for your account manager to review and send.
SASSIE›Google Sheets›Gmail

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