SUMMARIZATION
Daily Front Escalation Digest with Salesforce Rollup
Each morning, sweeps the prior day's escalated Front conversations, summarizes each, enriches with Salesforce account value, and emails account execs a single prioritized digest.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday morning schedule
- ActionQuery yesterday's escalated Front threadsFront
- ActionSummarize each threadOpenAI
- ActionEnrich with Salesforce ARR + ownerSalesforce
- LogicRank entries by account value
- OutputEmail prioritized digest to AEsGmail
What it does
Instead of firing per-thread, this rolls up every Front escalation from the last 24 hours into one ranked digest. Each entry gets a short recap and is sorted by the account's Salesforce contract value so AEs triage the biggest accounts first.
When to use it
Use this for teams that prefer a once-daily batch over real-time pings, where the goal is a prioritized worklist of yesterday's escalations rather than instant alerts.
How it works
- 1A scheduled trigger runs each weekday morning.
- 2The flow queries Front for conversations tagged escalated in the last 24 hours.
- 3Each thread is summarized by OpenAI into a two-line recap with status.
- 4Contacts are matched to Salesforce to pull account ARR and owner.
- 5Entries are sorted by account value into one digest.
- 6The ranked digest is emailed to each owning AE via Gmail.
Set it up
What you configure once, before turning it on.
- 1Connect FrontShared inbox, conversations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SalesforceAccounts, opportunities, cases.
- 4Connect GmailRead, draft, send, label.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.