OTHER
Open a recovery playbook task in Asana for every NPS detractor
When a detractor NPS response arrives via Intercom, this enriches the account from HubSpot, picks the matching recovery playbook by segment and ARR.
How it runs
The automated pipeline, trigger to output.
- TriggerNPS response submitted in IntercomIntercom
- LogicKeep only detractor scores
- ActionEnrich account from HubSpotHubSpot
- LogicSelect recovery playbook by segment and ARR
- ActionDraft task brief from quote + playbook (OpenAI)OpenAI
- OutputCreate assigned save task in AsanaAsana
What it does
Guarantees no detractor falls through the cracks by turning each one into a tracked work item. It pulls account context from HubSpot, selects the right recovery playbook based on customer tier, and files a ready-to-action Asana task so the owner knows exactly what to do.
When to use it
Use it when CS work lives in Asana and account data lives in HubSpot, and you want detractors converted into assigned, deadlined save tasks automatically. Best for teams with tiered playbooks (e.g. enterprise vs. SMB).
How it works
- 1An Intercom webhook fires on a new NPS response.
- 2A logic step keeps only detractor scores (0-6) and exits otherwise.
- 3An action step enriches the account from HubSpot — segment, ARR, renewal date, owner.
- 4A logic step selects the recovery playbook that matches segment and ARR band.
- 5OpenAI drafts the task brief: the detractor quote, account context, and playbook steps.
- 6The output creates an Asana task assigned to the CS owner with a due date tied to risk.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect AsanaTasks, projects, milestones — everywhere.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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