CRM
Archive resolved Front threads into a Notion CRM playbook log
When a Front conversation is closed, this extracts the issue, resolution, and sentiment.
How it runs
The automated pipeline, trigger to output.
- TriggerFront conversation archived / doneFront
- ActionFetch full thread, contact, and assigneeFront
- ActionExtract issue, resolution, sentiment, time-to-resolveOpenAI
- LogicSkip internal-only or spam threads
- OutputAppend structured row to Notion CRM logNotion
What it does
This captures institutional knowledge from closed customer conversations. When a Front thread is archived, the workflow reads it, extracts the underlying issue, how it was resolved, and the closing sentiment, then writes a structured entry to a Notion database that serves as your CRM playbook log.
When to use it
Use it when valuable resolution patterns vanish into closed Front threads. Over time the Notion log becomes a searchable record of recurring issues and the responses that worked, useful for onboarding and QA.
How it works
- 1A Front webhook fires when a conversation is archived or marked done.
- 2The flow pulls the full thread plus the contact and assignee.
- 3OpenAI extracts a structured record: issue category, resolution summary, closing sentiment, and time-to-resolve.
- 4A logic step skips internal-only or spam threads.
- 5A new page is appended to the Notion CRM log with all fields, the contact name, and a link back to the original Front conversation.
Set it up
What you configure once, before turning it on.
- 1Connect FrontShared inbox, conversations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 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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