Client Follow-up Workflow Generator

A comprehensive application for creating and managing automated client follow-up workflows after service delivery. Generate customizable templates with email reminders and feedback requests.

Features

  • Workflow Template Creation: Build custom follow-up sequences with multiple touchpoints
  • Email Automation: Automated email reminders and feedback requests
  • Customizable Timing: Set specific delays between follow-up steps
  • Template Management: Save, edit, and reuse workflow templates
  • Client Management: Track clients and their workflow progress
  • Feedback Collection: Integrated feedback forms and rating systems

Project Structure

├── backend/
│   ├── database/
│   │   ├── migrations.ts    # Database schema setup
│   │   └── queries.ts       # Database query functions
│   ├── routes/
│   │   ├── workflows.ts     # Workflow CRUD operations
│   │   ├── clients.ts       # Client management
│   │   └── static.ts        # Static file serving
│   └── index.ts             # Main Hono server
├── frontend/
│   ├── components/
│   │   ├── App.tsx          # Main application component
│   │   ├── WorkflowBuilder.tsx  # Workflow creation interface
│   │   ├── ClientManager.tsx    # Client management interface
│   │   └── Dashboard.tsx        # Overview dashboard
│   ├── index.html           # Main HTML template
│   └── index.tsx            # Frontend entry point
└── shared/
    └── types.ts             # Shared TypeScript types

Getting Started

  1. The application runs on Val Town's platform
  2. Access the main interface through the HTTP endpoint
  3. Create workflow templates using the visual builder
  4. Add clients and assign workflows
  5. Monitor progress through the dashboard

Technology Stack

  • Backend: Hono.js with SQLite database
  • Frontend: React with TypeScript
  • Styling: TailwindCSS
  • Email: Val Town's email service
  • Storage: SQLite for data persistence