TICKET MANAGEMENT
Per-Owner Spillover DM Alerts
Identifies which assignees are carrying tickets likely to slip and sends each owner a personalized Slack direct message listing their at-risk tickets and suggested next action.
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule fires mid-sprint
- ActionFetch and group ClickUp tasks by assigneeClickUp
- LogicFlag each owner's at-risk tickets
- ActionWrite owner-specific message with OpenAIOpenAI
- OutputSend personalized Slack DMs to ownersSlack
What it does
Instead of a single channel post, this workflow notifies each engineer individually about their own at-risk tickets. Every owner gets a private Slack DM with just their slipping work, the reason it is flagged, and a concrete suggestion such as splitting, descoping, or escalating.
When to use it
Use it when team-wide spillover posts get ignored and you want accountability at the individual level without publicly calling anyone out. Good for larger sprints where one channel message is too noisy to act on.
How it works
- 1A schedule fires mid-sprint.
- 2ClickUp tasks are pulled and grouped by assignee with points and time logged.
- 3A logic step flags each owner's tickets whose projected completion falls after sprint end.
- 4OpenAI writes a short, owner-specific message with a recommended action per flagged ticket.
- 5The workflow sends each owner a private Slack DM; owners with no risk are skipped.
Set it up
What you configure once, before turning it on.
- 1Connect ClickUpDocs + tasks + chats in one workspace.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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.
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