TICKET MANAGEMENT
Nightly batch: cluster the Zendesk backlog and merge stale duplicates
Runs on a schedule to scan all open Zendesk tickets, cluster near-identical ones across the whole backlog, merge the duplicates into a canonical ticket per cluster.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule fires
- ActionPull all open tickets and embed textZendesk
- ActionCluster embeddings and pick canonical per groupPostgres
- LogicSkip singletons, keep real duplicate groups
- ActionMerge duplicates into canonical ticketZendesk
- OutputEmail backlog cleanup reportGmail
What it does
Sweeps the entire open Zendesk backlog once a night, finds clusters of duplicate tickets that accumulated during the day, merges each cluster down to one canonical ticket, and reports what was consolidated.
When to use it
When real-time merging is too aggressive but the backlog still fills with duplicates. Use this as a safe overnight cleanup that batches decisions and leaves a clear audit trail.
How it works
- 1A nightly schedule triggers the run.
- 2All open tickets are pulled from Zendesk and their text embedded with OpenAI.
- 3Embeddings are clustered in Postgres and a canonical ticket is chosen per cluster by age.
- 4A branch skips clusters of size one and only acts on real duplicate groups.
- 5Each duplicate group is merged into its canonical ticket via the Zendesk API.
- 6A consolidated cleanup report is emailed to the support lead with cluster counts and merged ticket ids.
Set it up
What you configure once, before turning it on.
- 1Connect ZendeskTickets, queues, knowledge base.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect GmailRead, draft, send, label.
- 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 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.

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