Survey Completion Rate
— / 40%
Match Rate
— / 80%
WhatsApp Notification Rate
— / 60%
Email Open Rate
— / 50%
Tool Chain
Tally
→
n8n
→
Mailchimp
→
Sheets
→
WhatsApp
Status Legend
Pending Match = Yellow
Confirmed = Green
Notified = Orange
Survey Sent = Purple
Completed = Blue
Operational Flow
1
RSVP Submission
Attendee submits form via Tally
2
Automation Trigger
n8n receives webhook → processes data
3
Match Confirmed
Matching team updates Google Sheets
4
Send Matches
WhatsApp (FREE) or Mailchimp email
5
Post-Event
Satisfaction survey + dashboard metrics
n8n Workflow — Node Map
Tally Trigger
→
Parse Data
→
+Sheets
→
+Mailchimp
→
WA Confirm
↓ Daily 9am (June 1–4)
Get Pending
→
?
→
Reminder Email
↓ Matched in Sheets
24h?
→
WA Match (FREE)
→
Email Match
→ Update Status: Notified
↓ June 5, 10am
Post-Event Survey
→
Airtable Update
Tool Setup Status
Tally Survey
❓ Needs setup
n8n Workflow
✅ JSON ready to import
Google Sheets
❓ Needs credentials
Mailchimp
❓ Needs API key
WhatsApp API
⚠ Needs Meta credentials
Airtable
❓ Needs API key + Base ID
Email Sequence (June 1–5)
June 1 · 9:00 AM
"Before the Social Summit — 60 seconds to get matched"
Hi [Name], South Summit is in 3 days. Take 60 seconds to tell us who you want to meet — we'll send your match before you walk in.
⏳ Mailchimp template — needs to be created
June 2 · 9:00 AM
"Still time to get matched at South Summit"
Friendly nudge — your profile is half-done. Complete it today and we'll have your introduction ready by June 4.
⏳ Mailchimp template — needs to be created
June 3 · 9:00 AM
"Final reminder — Social Summit is tomorrow"
Tomorrow is the day. If you want a guaranteed match tonight, fill in the form in the next 24 hours.
⏳ Mailchimp template — needs to be created
June 4 · 10:00 AM
"Your South Summit Match is ready — Find them at La Nave"
You're matched with [Match Name] at [Company]. Why: [Reason]. Find them at the Niah Bar, La Nave, 8 PM tonight.
⏳ Mailchimp template — needs to be created
June 5 · 10:00 AM
"How was your connection? Tell us in 30 seconds"
Hi [Name], how was your Niah experience at South Summit? Take 30 seconds to rate your connection — your feedback shapes the next event.
⏳ Tally satisfaction survey — needs to be created
Tally Survey — 9 Fields
What's your name?
Short text · Required
What's your email?
Email · Required
What's your WhatsApp number?
Phone (ES) · Optional — enables FREE notifications
What's your role?
Multiple choice · Required · Investor / Founder / Corporate / Startup / Media / Other
Company / Fund name
Short text · Required
What brings you to South Summit?
Short text · Optional
Who do you most want to meet?
Long text · Required · e.g. VCs on fintech, founders building AI tools
What can you help others with?
Long text · Optional · e.g. B2B SaaS GTM, fundraising, Spain regulatory
Any preferences or things to avoid?
Long text · Optional
Google Sheets — Required Columns
| name | phone | role | company | what_brings_you | who_to_meet | what_can_you_help | preferences | status | submitted_at | match_name | match_email | match_reason | match_link | notified_at | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| No RSVPs yet — connect Tally → n8n → Google Sheets to start receiving data | |||||||||||||||
Cost Breakdown
Tally Survey
$0
n8n Cloud Pro (1 month)
$59
Mailchimp Standard (1 month)
$59
WhatsApp Business API
$0
Google Sheets
$0
Total
~$59–$118