Trial Expiry Follow-up
Follow-upStandard+
Description
Trial Expiry Follow-up is a FORMLOVA official workflow that starts from a submitted form response and turns review, classification, notification, record keeping, and follow-up into one repeatable operating flow. Run the prompt in a connected AI chat to review the responses and carry out the supported actions.
3 steps
- 1
Read the new response
At chat execution, confirm the target responses, dates, and evidence. Ask when required information is missing.
- 2
Decide the next action
Decide the next action from the response, score, date, or category.
- 3
Apply to operations
Confirm access, targets, and copy before execution. Keep results separate from schedules and append business tags or notes while preserving existing values.
Prompt Example
Goal: Check trial usage before expiry and route the account to renewal discussion or support.
Fields: Respondent email address, Response body, and Score. Extract use case, unresolved blocker, renewal intent, and deadline.
Rules: Route high renewal intent to sales, blocked users to support, and no response to a pre-expiry reminder.
Actions: Create reply copy, owner summary, and next contact date for customers with responses. Identify unresponsive customers only from an operator-supplied target roster, contact history, and verified real addresses. For a pre-expiry reminder, confirm the deadline, timezone, and current follow-up need, then review recipients, copy, and time before booking with schedule_email. Scheduled recipients are not automatically re-evaluated if someone replies or renews; review and cancel the booking when circumstances change. Use renewal_discussion, support_needed, or pre_expiry_reminder_scheduled business tags, not sent before actual sending. Do not change billing or confirm renewal.
Execution: Run this reusable prompt in an AI chat connected to FORMLOVA. Pasting it does not start continuous monitoring or recurring execution. Only settings saved and verified through actual tools run automatically. Request missing targets, dates, or evidence instead of inventing them.
Records: update_response accepts only new / in_progress / resolved / spam for status. Use status="in_progress" for new open work; do not reopen existing resolved/spam responses, and use resolved only when the work is verified complete. Immediately before changing business tags or notes, read their current values with search_responses. Pass the deduplicated full set of existing plus added tags (at most 20 tags, 50 characters each), or the full existing notes with the addition appended. If current values cannot be read or limits would be exceeded, ask instead of overwriting. Keep schedules and drafts separate from verified sends, writes, and attendance.
For you
- steps
- 3 steps
- Required plan
- Standard+
- Required integrations
- FORMLOVA
What this workflow solves
Form responses arrive, but follow-up before a trial expires still depends on manual checking, causing delayed or missed follow-up.
Best for
- customer success
- follow-up operations
Expected outcome
When you run the prompt in chat, each reviewed response moves into a clear follow-up before a trial expires state, so the team can focus on the next required action.
Setup notes
- Connect FORMLOVA MCP in your AI client and confirm permission to read and update responses for the target form.
- Execution: Run this reusable prompt in an AI chat connected to FORMLOVA. Pasting it does not start continuous monitoring or recurring execution. Only settings saved and verified through actual tools run automatically. Request missing targets, dates, or evidence instead of inventing them.
- This procedure requires Standard or higher. Confirm real addresses, targets, and copy, and follow tool sending confirmation and monthly limits.
- Business labels are not response statuses. Read current tags/notes immediately before updating and preserve them when appending; tags allow at most 20 values of 50 characters each. Ask if values cannot be read or limits would be exceeded.
- Scheduled pre-expiry email requires Standard. Later replies or renewals do not automatically exclude a recipient; review and cancel the schedule when status changes.
FAQ
Can this work with an existing form?
Yes. Map the existing response fields to the required slots and adjust the notification or record destination.
Read the background
View, Filter, and Update Response Status with FORMLOVAReview response lists in FORMLOVA chat, filter by conditions, inspect details, and update statuses without leaving the conversation.Form Response Status Management -- How to Design New, In Progress, Done, and ExcludedDesign form response status management with new, in progress, waiting, done, and excluded states, and separate status from Slack, Sheets, owners, and auto-replies.Workflow Templates or Manual Follow-Up After Form Submission? Email, SMS, SchedulingUse workflow templates or manual follow-up after form submission? Decide when to automate email, SMS, appointment scheduling, and owner review.Form Automation: AI Workflows, Routing, and Sheets SyncPlan form automation across AI workflows, sales handoff, auto-replies, routing, response status, Sheets sync, analytics, and MCP operations.
More in this category
Customer Satisfaction Follow-up
Follow-upFreeAn official workflow for follow-up based on NPS or CSAT responses.
3 steps
Customer Success Check-in
Follow-upFreeAn official workflow for customer success check-ins from follow-up forms.
3 steps
AI Response Report
Follow-upFreeAn official workflow for turning form responses into an AI-assisted report.
3 steps