Triage Tally form feedback into Linear and Slack

By General Input

When someone fills out your Tally feedback or NPS form, sort it into bugs, feature requests, churn risk, praise, or noise and route each one to the right place.

Integrations

  • Tally
  • Linear
  • Slack Bot

Type

Agentic Task

Categories

  • Customer Support
  • Product

Build me an agent workflow that triages every new submission from my Tally product-feedback / NPS form into Linear and Slack.

Trigger: a Tally webhook on form submission. When the webhook fires, the agent should call Tally Get Submission to pull the full response (all answers plus the question wording) and any NPS score on the form.

Then the agent should classify the submission into exactly one of these categories:

1. bug — something is broken or behaving wrong.

2. feature-request — a concrete ask for new capability.

3. churn-risk — language suggesting cancellation, switching, frustration, or an NPS score of 0 to 6 paired with negative wording.

4. praise — positive feedback, compliments, high NPS.

5. noise — empty, off-topic, spam, or single-word answers with no signal.

Routing rules:

For bug and feature-request: before filing anything, call Linear Search Issues with the key noun phrase from the submission to look for a near-duplicate filed in the last few weeks. If a close match exists, do NOT create a new issue; instead post a short note in the daily roll-up Slack channel saying "another report of <existing issue title>" with a link to the existing issue and the new quote. If there is no close match, call Linear Create Issue in the configured product team with: a clean, specific title summarizing the request (not the raw quote), the verbatim customer quote in the description along with the form question it answered and any contact info Tally captured, priority 2 (High) for bug + churn-risk overlap or paid-customer signals, priority 3 (Normal) otherwise, and a label matching the category ("bug" or "feature-request").

For churn-risk: still file a Linear issue with the "churn-risk" label and priority 2 (High), AND call Slack Bot Send a Message to the #customer-success channel with the customer's name/email (if Tally captured it), the verbatim quote, the NPS score if present, and a tag for the account owner so they can reach out same-day. Use a short, scannable format.

For praise: do not create a Linear issue. Call Slack Bot Send a Message to the daily roll-up channel (e.g. #product-feedback) with the quote and the submitter's name. These are good for marketing and team morale.

For noise: log a one-line entry to the daily roll-up channel so submissions are accounted for, but do nothing else.

Always include a link back to the underlying Tally submission in any Linear issue description so engineering can see the full context. Keep Slack messages compact (one short header line, one quote block, one line of metadata) so the channels stay readable.

Make the Tally form ID, the Linear team, the customer-success Slack channel, the daily roll-up Slack channel, and the account owner Slack handle configurable inputs on the workflow.

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