CRM
Daily Intercom Tone-Decay Digest to ClickUp
Every morning batches the prior day's Intercom conversations by account, computes each account's rolling sentiment trend with OpenAI.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily morning schedule
- ActionList prior-day Intercom conversations by accountIntercom
- ActionScore trend vs trailing average with OpenAIOpenAI
- LogicKeep accounts past decay threshold
- ActionCreate per-account save tasks in ClickUpClickUp
- OutputPost manager digest task to ClickUpClickUp
What it does
Once a day it gathers yesterday's closed Intercom conversations, groups them by account, and builds a rolling sentiment trend per account. OpenAI ranks which accounts decayed the most, and the flow opens one ClickUp task per flagged account in the owner's list.
When to use it
Use this when you prefer a batched morning queue over real-time pings. It gives CS managers a ranked daily worklist of accounts trending negative, instead of a noisy per-message alert stream.
How it works
- 1A daily schedule fires before the team's standup.
- 2The flow lists all Intercom conversations closed in the prior 24 hours and groups them by company.
- 3OpenAI scores each account's day against its trailing average and ranks the steepest declines.
- 4A filter keeps only accounts crossing the decay threshold.
- 5For each survivor it creates a ClickUp task with the trend chart summary, top negative quotes, and a save checklist.
- 6A single digest task links all flagged accounts for the manager.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect ClickUpDocs + tasks + chats in one workspace.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.