TICKET MANAGEMENT
Spillover Rebalance Proposal with Approval
When at-risk tickets exceed a threshold, drafts a rebalanced sprint board that redistributes work across under-loaded owners and posts it to Slack for one-click approval before…
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule triggers mid-sprint check
- ActionFetch tasks and per-owner load from ClickUpClickUp
- LogicProceed only if spillover exceeds threshold
- ActionDraft rebalanced board with OpenAIOpenAI
- OutputPost proposal to Slack for approvalSlack
- ActionApply approved reassignments to ClickUpClickUp
What it does
This workflow does not just warn about spillover — it proposes a fix. When too many tickets are projected to slip, it builds a concrete rebalancing plan that moves or reassigns tickets toward owners with capacity, then asks a human to approve before touching the board.
When to use it
Use it when your team wants AI-assisted load balancing but insists on human sign-off before any ClickUp task is reassigned. Ideal for leads who trust the forecast but want a veto.
How it works
- 1A schedule triggers a mid-sprint check.
- 2ClickUp tasks and per-assignee workload are fetched.
- 3A logic gate proceeds only if projected spillover exceeds the configured threshold.
- 4OpenAI drafts a rebalanced board: which tickets to move, to whom, and why, respecting each owner's remaining capacity.
- 5The proposal is posted to Slack with approve and reject actions.
- 6On approval, the workflow applies the reassignments back to ClickUp.
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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