Plugin · forms & surveys
Whip Computer + Refiner
Refiner is a customer feedback and survey tool designed to help businesses collect and analyze user insights.
How a Bot uses Refiner
10 Refiner tools. Connect under Plugins. The Bot still asks before anything leaves the thread.
- Open the Refiner files you name. Summarize, extract dates, list open questions.
- Propose edits in the thread. Do not overwrite the source until you say so.
- If the file is missing, it stops instead of guessing.
Never without you
- Overwrite the source file
- Share a doc outside the workspace
First message
Open this Refiner file. Five bullets: dates, decisions, open questions. Do not edit it.
Tools a Bot can call
A sample from the Refiner toolkit. The Bot calls these after you connect. Writes that would go live still wait for approval.
- Delete Contact
- Get Account Info
- Get Contact
- Get Contacts
- Get Forms
- Get Reporting
Jobs that use Refiner
- Meeting prep — One brief per meeting: people, last touches, open risks. No calendar moves. No outbound pings.
- LinkedIn research — Research people and companies on LinkedIn. Draft the note. Never send connection requests or DMs without you.
- Content creation — Turn briefs, transcripts, and notes into blog, newsletter, and social drafts. Publish waits for you.
Related integrations
FAQ
Does Whip Computer have a native Refiner integration?
Yes. Connect Refiner under Plugins. The Bot still asks before anything leaves the thread — sending docs and sheets included.
Can a Bot change live Refiner data?
Not by default. Whip Computer is talk-first: draft in the thread, grant access when it hits a wall. Live Refiner writes wait for you.
Do I need a workflow builder?
No. Create a Bot, message it, grant access as needed. There isn't anything to learn — it's like bringing on a coworker.