CRM
Publish a weekly Intercom friction roundup to Notion
Each week the workflow reviews closed Intercom conversations, has an LLM cluster them into ranked product-friction themes with example quotes.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionList conversations closed this weekIntercom
- ActionCluster into ranked themes with quotesOpenAI
- LogicFormat clusters into Notion blocks
- OutputPublish dated roundup page to NotionNotion
What it does
On a weekly schedule it collects the week's closed Intercom conversations, uses an LLM to cluster them into the top product-friction themes ranked by volume, and writes a clean Notion page with each theme, its share of conversations, affected account count, and a few verbatim customer quotes.
When to use it
Use this to feed a recurring product or leadership review with a digest of what customers complained about, without anyone manually reading the queue. Good for teams that run weekly triage and want a durable, linkable record of friction over time.
How it works
- 1A weekly schedule triggers the run.
- 2The workflow lists conversations closed during the past week and pulls transcripts plus account names.
- 3An LLM clusters the threads into ranked friction themes with counts and representative quotes.
- 4A formatting step shapes the clusters into Notion blocks (heading, table, quote callouts).
- 5The roundup is published as a new dated page in the team's Notion database.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.