WORKFLOW TEMPLATES
Customer Support workflows
Triage, route, and resolve customer conversations.
413 workflows
Low-CSAT Tiered Recovery Router
On a low Zendesk CSAT rating, routes the recovery by account value: high-value accounts get a CSM Slack alert and a calendar call.
KB Search-Miss Miner: Route Doc Gaps to Engineering When No Article Exists
Daily, it joins help-center search queries that returned zero results with tickets that had no KB match, drafts an article when docs can fix it.
Investigate Emerging Ticket Spikes and Recommend a Response
When a Zendesk tag's ticket volume spikes above its baseline, an agent investigates the cluster, decides whether it's a known issue or a documentation gap.
Decaying Article Agent Rewrite for Confluence
When an article is flagged as decaying, an agent reads the recent tickets it failed to deflect, drafts an updated version with OpenAI.
Escalate accounts stacking up frustrated support tickets
Watches incoming Zendesk tickets, scores their sentiment, and when one account crosses a frustration threshold within a rolling window it opens a HubSpot task and pings…
Auto-File Linear Tickets for Contradictory Macros
Scans Zendesk macros against linked Confluence articles weekly and opens a deduplicated Linear issue for each macro that contradicts current docs.
Reverse Deflection: Flag Tickets No KB Answers
When a Zendesk ticket is solved, checks whether any Confluence article could have deflected it; if not, files a Linear doc-gap task so the missing self-serve content gets written.
Tone-match VIP Front replies and route by account tier
Looks up the sender's account tier in HubSpot, drafts a tone-matched Front reply from similar resolved threads.
Weekly digest of shipped fixes mapped to the tickets they closed
On a schedule, compile the week's Sentry issues resolved in deploys, link each to the support tickets it affected.
Monthly KB Deflection Impact Report
Each month, correlates the prior month's Confluence KB edits with closed Front conversations to estimate how many would now be self-served.
NPS Detractor Executive Outreach
When an NPS survey returns a detractor score (0-6), it logs the account in HubSpot, drafts an executive-signed apology.
Detect Repeated Unanswered Zendesk Tickets and Open a Confluence Doc Task
Scans recent Zendesk tickets weekly, clusters questions that agents could not answer from existing docs.
Trace Low-CSAT Zendesk Tickets to Doc Gaps and Open Asana Fixes
On each low CSAT rating in Zendesk, an LLM diagnoses whether a missing or wrong help article caused the bad experience and, when it did, opens an Asana task to fix the specific…
Record a Loom handoff recap when an Intercom how-to ticket escalates to engineering
When a complex Intercom how-to conversation is escalated, this records a Loom recap of the customer's issue and prior steps, files a linked Linear issue.
CSAT Detractor Make-Good Drafter
When a survey response scores 1-3 (a detractor), this drafts a personalized apology and make-good email.
Negative VIP CSAT to Owner Callback Scheduler
When a VIP submits a low Intercom CSAT rating, drafts a recovery note with an LLM and books a callback on the account owner's Google Calendar within their working hours.
Urgent Voicemail to Zendesk Ticket + On-Call Page
Detects high-urgency voicemails from a transcript, opens a prioritized Zendesk ticket with the summary.
Weekly report on Front draft acceptance and tone drift
Each week compares the AI-suggested Front drafts against what agents actually sent, scores edit distance and tone drift.
Weekly bug-report repro quality report from logged ticket scores
On a weekly schedule, reads all bug-ticket repro scores logged to Postgres, computes completeness trends and the most common missing fields.
Summarize repeated Intercom conversations into a draft macro and article
Groups recent Intercom conversations by recurring intent, and for the most common topics with no canned reply.
Weekly Multilingual Macro Library Drift Audit
On a schedule, fetches every localized Zendesk macro, round-trips each against its source variant.
Macro Coverage Gap Detector on Ticket Solve
When a ticket is solved without any macro applied, checks whether its answer matches an existing macro and, if not, logs it to Postgres as an uncovered answer so recurring gaps…
Promote High-Volume Ticket Tags into FAQ Macros
On a schedule, ranks Zendesk ticket tags by solved volume, and for any tag crossing a threshold without a matching macro.
Draft new Front snippets from Confluence docs for gap questions
On a schedule, reads unanswered gap questions, searches Confluence for the relevant policy or help article, and drafts a ready-to-review canned reply snippet for each.
Auto-Tag and Route New Tickets to Their Root-Cause Cluster
When a new Zendesk ticket arrives, it matches the ticket against your library of known root-cause clusters and tags plus routes it in real time.
Agent triages emailed support answers and drafts help docs to Google Drive
An agent reviews resolved Gmail support threads, decides which freehand answers deserve a help-center article, drafts them, and saves the docs to a Google Drive folder…
Stale Article Detector from Repeat Tickets
Weekly, matches recent repeat tickets against existing Notion help articles to find docs that exist but are not preventing tickets.
Log Zoom call sentiment dips to an Airtable coaching tracker
Records every Zoom support call's sentiment-dip findings as structured rows in an Airtable coaching tracker.
Front SLA coverage agent with reasoned reassignment
An agent-driven workflow that hourly reviews at-risk Front conversations, reasons about content, account context, and teammate skills from a Postgres profile store.
Outlook SLA Triage Agent + Auto-Classifier
An agent reads each incoming Outlook support email, classifies intent and urgency, sets the matching SLA tier, drafts a first-response acknowledgement for agent review.
Log Front inbound-language mix to Postgres and report the daily breakdown
On a daily schedule, pulls the previous day's Front conversations, detects each one's language, writes the counts to Postgres.
Front Policy-Divergence Flagger: Catch When a Human Edit Broke Policy
When an agent sends a reply in Front, this compares the sent text against the suggested macro draft and your written policy.
Front Macro Gap Miner: Find Repeated Questions With No Macro
On a weekly schedule, this clusters Front conversations that had no good macro match, drafts proposed new macros for the top recurring themes.
Front Edit-Divergence Coaching Log: Track How Agents Rewrite Suggestions
When an agent sends a reply built from a suggested macro, this measures how far the sent text diverged from the suggestion, logs the edit and reason to Airtable.
Live Deflection-Failure Catcher: Draft KB Article When the Bot Fails
When an Intercom resolution bot fails to deflect a conversation and it escalates to a human, this captures the unanswered question, drafts a Notion KB article on the spot.
Detect Root-Cause Spikes and Open a Linear Bug Per Cluster
Daily, compares today's resolved-ticket clusters against a rolling baseline, and when a root cause spikes it opens or updates a single Linear issue for engineering…
Flag Live Intercom Chats With No Help-Center Answer
On each new Intercom conversation, checks whether the customer's question is covered by an existing help-center article and, if not, alerts the team and logs the uncovered…
Prioritize KB Gaps by Low-CSAT Tickets
Mines tickets that received a negative satisfaction rating and had no article to point.
Deflection Macro Auto-Suggester from KB Diffs
On a weekly schedule, diffs updated Notion help docs against open Intercom conversations.
Weekly digest of unanswered question clusters from Front tickets
On a weekly schedule, clusters the past week's Front conversations by topic, flags clusters that have no matching knowledge base article.
Zendesk: Flag Tickets With No KB Coverage
On each new Zendesk ticket, checks whether any help center article covers the question; if not, logs the gap to Linear and pings the docs channel in Slack so coverage grows over…
Nudge Agents When a Resolved Reply Looks Reusable
On each ticket solved, checks whether the agent's reply closely matches answers given on other recent tickets and, if so, DMs the agent suggesting they save it as a macro.
Translated Reply Escalation on Semantic Gap in Front
When a translated reply is sent in Front, it back-translates the sent message, measures meaning loss against the agent's original.
Draft Front replies but Slack-escalate the low-confidence ones
Drafts a tone-matched Front reply from similar resolved threads, then branches on the model's confidence: high-confidence drafts post silently.
Agent that triages Intercom tickets and files confirmed bugs to Linear
A Paperclip agent reads each Intercom conversation, tags it, suggests a macro for routine issues.
Escalate repeat-complaint accounts to Slack and open a Linear issue
When an account logs its third negative Intercom conversation inside 30 days, an agent confirms the pattern, posts a war-room alert to Slack.
Quarterly VoC theme warehousing from Zendesk into BigQuery
Each quarter, classify all Zendesk tickets into product-feedback themes and load the labeled.
KB Gap Miner: Cluster Unmatched Tickets and Draft Missing Articles
Weekly, it scans closed Zendesk tickets that never linked to a help-center article, clusters them by theme, drafts a new article for each gap.
Real-Time Repeat-Reply Detector with Slack Macro Nudge
Watches solved tickets as they close, and when an agent's free-text reply closely matches a recurring answer that has no macro.
Macro Coverage Scorecard to Snowflake
Nightly, computes what share of agent replies were covered by a saved macro versus typed from scratch, broken down by topic and team.
Re-Validate Macros When a Help-Center Article Changes
When a Confluence help-center article is published or updated, immediately checks which Zendesk macros cite it and flags any whose canned answer now contradicts the new version.
Nightly Macro-Drift Audit Against Help-Center Articles
Each night, compares every Zendesk macro against its linked Confluence help-center article and flags macros whose canned text now contradicts the current published doc.
Map Orphan Macros to Help-Center Articles and Flag Coverage Gaps
Finds Zendesk macros that aren't linked to any help-center article, uses the LLM to match each to the most relevant Confluence doc.
Draft a Help Article When a Question Spikes
Watches incoming Zendesk tickets for a sudden spike in a single topic with no existing article.
Self-serve refund request auto-decision from a web form
Receives refund requests from your customer portal via webhook, checks Stripe charge age, usage, and refund history.
Turn resolved Intercom chats into Confluence draft articles
When an Intercom conversation closes, detects whether the resolved question is already covered in Confluence and, if not, drafts a new Confluence page from the agent's reply…
Front Macro-Gap Detector: Monthly Coverage Gap Report
Monthly, measures what share of Front replies were hand-typed versus macro-sent, identifies the biggest uncovered topics with an LLM.
Spot incident spikes in Front and escalate to PagerDuty
Classifies inbound Front conversations by topic, and when several outage-related tickets cluster in a short window it raises a PagerDuty incident and broadcasts a heads-up…
Feature-request miner that links Intercom themes to HubSpot revenue
Daily, extract feature requests from Intercom conversations, dedupe them into canonical themes.
Voicemail-to-Callback Triage Queue
Transcribes inbound support voicemails, scores each one for urgency and intent, and writes a prioritized callback task into Airtable with a one-line summary and suggested talking…

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